Job Duties Custom List 41-3041.00 — Travel Agents
- Collect payment for transportation and accommodations from customer.
Occupations with related tasks Save Table: XLSX CSV
- Receive payment or obtain credit authorization.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Locate and label parts, and maintain inventory of stock.
- Prepare sales slips or sales contracts.
- Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
- Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Mark and store parts in stockrooms, according to prearranged systems.
- Maintain and clean work and inventory areas.
- Place new merchandise on display.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Measure parts, using precision measuring instruments, to determine whether similar parts may be machined to required sizes.
- Pick up and deliver parts.
- Repair parts or equipment.
- Receive payment or obtain credit authorization.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Issue trading stamps, and redeem food stamps and coupons.
- Process merchandise returns and exchanges.
- Issue receipts, refunds, credits, or change due to customers.
- Pay company bills by cash, vouchers, or checks.
- Cash checks for customers.
- Answer customers' questions, and provide information on procedures or policies.
- Help customers find the location of products.
- Greet customers entering establishments.
- Supervise others and provide on-the-job training.
- Assist customers by providing information and resolving their complaints.
- Maintain clean and orderly checkout areas, and complete other general cleaning duties, such as mopping floors and emptying trash cans.
- Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners.
- Answer incoming phone calls.
- Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
- Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
- Stock shelves, sort and reshelve returned items, and mark prices on items and shelves.
- Offer customers carry-out service at the completion of transactions.
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
- Calculate total payments received during a time period, and reconcile this with total sales.
- Keep periodic balance sheets of amounts and numbers of transactions.
- Compute and record totals of transactions.
- Monitor checkout stations to ensure they have adequate cash available and are staffed appropriately.
- Sort, count, and wrap currency and coins.
- Weigh items sold by weight to determine prices.
- Post charges against guests' or patients' accounts.
- Request information or assistance, using paging systems.
- Sell tickets and other items to customers.
- Compile and maintain non-monetary reports and records.
- Receive payment by cash, check, credit cards, vouchers, or automatic debits.
- Issue trading stamps, and redeem food stamps and coupons.
- Process merchandise returns and exchanges.
- Issue receipts, refunds, credits, or change due to customers.
- Pay company bills by cash, vouchers, or checks.
- Cash checks for customers.
- Compute charges for merchandise or services and receive payments.
- Rent items, arrange for provision of services to customers, and accept returns.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- Answer telephones to provide information and receive orders.
- Reserve items for requested times and keep records of items rented.
- Explain rental fees, policies, and procedures.
- Provide information about rental items, such as availability, operation, or description.
- Advise customers on use and care of merchandise.
- Greet customers and discuss the type, quality, and quantity of merchandise sought for rental.
- Inspect and adjust rental items to meet needs of customer.
- Prepare rental forms, obtaining customer signature and other information, such as required licenses.
- Keep records of transactions and of the number of customers entering an establishment.
- Receive, examine, and tag articles to be altered, cleaned, stored, or repaired.
- Prepare merchandise for display or for purchase or rental.
- Recommend and provide advice on a wide variety of products and services.
- Allocate equipment to participants in sporting events or recreational activities.
- Compute charges for merchandise or services and receive payments.
- Rent items, arrange for provision of services to customers, and accept returns.
- Receive orders for services, such as rentals, repairs, dry cleaning, and storage.
- Answer telephones to provide information and receive orders.
- Reserve items for requested times and keep records of items rented.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Exchange merchandise for customers and accept returns.
- Greet customers and ascertain what each customer wants or needs.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Demonstrate use or operation of merchandise.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Ticket, arrange, and display merchandise to promote sales.
- Inventory stock and requisition new stock.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Estimate and quote trade-in allowances.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Rent merchandise to customers.
- Estimate cost of repair or alteration of merchandise.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Exchange merchandise for customers and accept returns.
- Exchange money, credit, tickets, or casino chips and make change for customers.
- Furnish change persons with a money bank at the start of each shift.
- Listen for jackpot alarm bells and issue payoffs to winners.
- Keep accurate records of monetary exchanges, authorization forms, and transaction reconciliations.
- Count money and audit money drawers.
- Check identifications to verify age of players.
- Maintain cage security according to rules.
- Reconcile daily summaries of transactions to balance books.
- Obtain customers' signatures on receipts when winnings exceed the amount held in a slot machine.
- Calculate the value of chips won or lost by players.
- Work in and monitor an assigned area on the casino floor where slot machines are located.
- Accept credit applications and verify credit references to provide check-cashing authorization or to establish house credit accounts.
- Sell gambling chips, tokens, or tickets to patrons, or to other workers for resale to patrons.
- Perform minor repairs on slot machines, such as clearing coin jams.
- Clean casino areas.
- Exchange money, credit, tickets, or casino chips and make change for customers.
- Furnish change persons with a money bank at the start of each shift.
- Listen for jackpot alarm bells and issue payoffs to winners.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Explain products or services and prices and demonstrate use of products.
- Develop prospect lists.
- Arrange buying parties and solicit sponsorship of such parties to sell merchandise.
- Answer questions about product features and benefits.
- Distribute product samples or literature that details products or services.
- Circulate among potential customers or travel by foot, truck, automobile, or bicycle to deliver or sell merchandise or services.
- Persuade customers to purchase merchandise or services.
- Set up and display sample merchandise at parties or stands.
- Order or purchase supplies.
- Stock carts or stands.
- Deliver merchandise and collect payment.
- Write and record orders for merchandise or enter orders into computers.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Confer with clients to obtain and provide information when claims are made on a policy.
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
- Contact underwriter and submit forms to obtain binder coverage.
- Select company that offers type of coverage requested by client to underwrite policy.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
- Plan and oversee incorporation of insurance program into bookkeeping system of company.
- Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
- Install bookkeeping systems and resolve system problems.
- Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Draw up contracts for advertising work, and collect payments due.
- Prepare and deliver sales presentations to new and existing customers to sell new advertising programs and to protect and increase existing advertising.
- Maintain assigned account bases while developing new accounts.
- Provide clients with estimates of the costs of advertising products or services.
- Locate and contact potential clients to offer advertising services.
- Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible.
- Obtain and study information about clients' products, needs, problems, advertising history, and business practices to offer effective sales presentations and appropriate product assistance.
- Prepare promotional plans, sales literature, media kits, and sales contracts, using computer.
- Process all correspondence and paperwork related to accounts.
- Deliver advertising or illustration proofs to customers for approval.
- Inform customers of available options for advertisement artwork, and provide samples.
- Recommend appropriate sizes and formats for advertising, depending on medium used.
- Write copy as part of layout.
- Determine advertising medium to be used, and prepare sample advertisements within the selected medium for presentation to customers.
- Gather all relevant material for bid processes, and coordinate bidding and contract approval.
- Consult with company officials, sales departments, and advertising agencies to develop promotional plans.
- Identify new advertising markets, and propose products to serve them.
- Arrange for commercial taping sessions, and accompany clients to sessions.
- Attend sales meetings, industry trade shows, and training seminars to gather information, promote products, expand network of contacts, and increase knowledge.
- Write sales outlines for use by staff.
- Draw up contracts for advertising work, and collect payments due.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Report all positions or trading results.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Prepare financial reports to monitor client or corporate finances.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Prepare and submit sales contracts for orders.
- Negotiate prices or terms of sales or service agreements.
- Visit establishments to evaluate needs or to promote product or service sales.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Quote prices, credit terms, or other bid specifications.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Prepare sales presentations or proposals to explain product specifications or applications.
- Complete expense reports, sales reports, or other paperwork.
- Verify that delivery schedules meet project deadlines.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Study documentation or other information for new scientific or technical products.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Sell service contracts for technical or scientific products.
- Demonstrate the operation or use of technical or scientific products.
- Provide feedback to product design teams so that products can be tailored to clients' needs.
- Arrange for installation and testing of products or machinery.
- Initiate sales campaigns to meet sales and production expectations.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Verify accuracy of materials lists.
- Verify customer credit ratings.
- Appraise equipment to determine contract terms or trade-in values.
- Consult with engineers regarding technical problems with products.
- Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
- Visit establishments, such as pharmacies, to determine product sales.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Prepare and submit sales contracts for orders.
