- Verify the authenticity of documents, such as foreign identification or immigration documents.
Occupations with related tasks Save Table: XLSX CSV
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Verify proper packaging and labeling of exported goods.
- Negotiate shipping rates with freight carriers.
- Arrange for special transport of sensitive cargoes, such as livestock, food, or medical supplies.
- Arrange for applicable duties, taxes, or paperwork for customs clearance.
- Inform clients of factors such as shipping options, timelines, transfers, or regulations affecting shipments.
- Prepare shipping documentation, such as bills of lading, packing lists, dock receipts, or certificates of origin.
- Complete customs paperwork.
- Prepare invoices or cost quotations for freight transportation.
- Select shipment routes, based on nature of goods shipped, transit times, or security needs.
- Calculate weight, volume, or cost of goods to be moved.
- Arrange delivery or storage of goods at destinations.
- Arrange for transport, using a variety of modes, such as rail, short sea shipping, air, or roadways, to minimize carbon emissions or other environmental impacts.
- Determine efficient and cost-effective methods of moving goods from one location to another.
- Pay or arrange for payment of freight or insurance fees or other charges.
- Monitor or record locations of goods in transit.
- Keep records of goods dispatched or received.
- Reserve necessary space on ships, aircraft, trains, or trucks.
- Obtain or arrange cargo insurance.
- Consolidate loads with a common destination to reduce costs to individual shippers.
- Provide detailed port information to importers or exporters.
- Provide shipment status notification to exporters, consignees, or insurers.
- Maintain current knowledge of relevant legislation, political situations, or other factors that could affect freight shipping.
- Recommend or arrange appropriate merchandise packing methods, according to climate, terrain, weight, nature of goods, or costs.
- Refer exporters to experts in areas such as trade financing, international marketing, government export requirements, international banking, or marine insurance.
- Make arrangements with customs brokers to facilitate the passage of goods through customs.
- Recommend shipping solutions to minimize cost or environmental impacts.
- Review the environmental records of freight carriers to inform shipping decisions.
- Analyze shipping routes to determine how to minimize environmental impact.
- Consider environmental sustainability factors when determining merchandise packing methods.
- Assist clients in obtaining insurance reimbursements.
- Verify adherence of documentation to customs, insurance, or regulatory requirements.
- Verify proper packaging and labeling of exported goods.
- Review building plans to verify compliance with fire code.
- Advise architects, builders, and other construction personnel on fire prevention equipment and techniques and on fire code and standard interpretation and compliance.
- Design fire detection equipment, alarm systems, and fire extinguishing devices and systems.
- Inspect buildings or building designs to determine fire protection system requirements and potential problems in areas such as water supplies, exit locations, and construction materials.
- Prepare and write reports detailing specific fire prevention and protection issues, such as work performed, revised codes or standards, and proposed review schedules.
- Consult with authorities to discuss safety regulations and to recommend changes as necessary.
- Evaluate fire department performance and the laws and regulations affecting fire prevention or fire safety.
- Direct the purchase, modification, installation, testing, maintenance, and operation of fire prevention and protection systems.
- Attend workshops, seminars, or conferences to present or obtain information regarding fire prevention and protection.
- Determine causes of fires and ways in which they could have been prevented.
- Develop training materials and conduct training sessions on fire protection.
- Study the relationships between ignition sources and materials to determine how fires start.
- Develop plans for the prevention of destruction by fire, wind, and water.
- Conduct research on fire retardants and the fire safety of materials and devices.
- Develop or modify building codes and fire codes.
- Perform testing on fire protection equipment or building features, such as fire doors or smoke control systems.
- Review building plans to verify compliance with fire code.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Distribute production schedules or work orders to departments.
- Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- Contact suppliers to verify shipment details.
- Record production data, including volume produced, consumption of raw materials, or quality control measures.
- Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- Maintain files, such as maintenance records, bills of lading, or cost reports.
- Provide documentation and information to account for delays, difficulties, or changes to cost estimates.
- Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Perform general office activities, such as typing, answering telephones, operating office machines, processing mail, or securing confidential materials.
- Keep records of materials filed or removed, using logbooks or computers and generate computerized reports.
- Gather materials to be filed from departments or employees.
- Find, retrieve, and make copies of information from files in response to requests and deliver information to authorized users.
- Add new material to file records or create new records as necessary.
- Sort or classify information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order.
- Scan or read incoming materials to determine how and where they should be classified or filed.
- Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage, according to file maintenance guidelines or legal requirements.
- Answer questions about records or files.
- Assign and record or stamp identification numbers or codes to index materials for filing.
- Place materials into storage receptacles, such as file cabinets, boxes, bins, or drawers, according to classification and identification information.
- Modify or improve filing systems or implement new filing systems.
- Input data, such as file numbers, new or updated information, or document information codes into computer systems to support document and information retrieval.
- Complete general financial activities, such as processing accounts payable, reviewing invoices, collecting cash payments, or issuing receipts.
- Track materials removed from files to ensure that borrowed files are returned.
- Retrieve documents stored in microfilm or microfiche and place them in viewers for reading.
- Operate mechanized files that rotate to bring needed records to a particular location.
- Design forms related to filing systems.
- Perform periodic inspections of materials or files to ensure correct placement, legibility, or proper condition.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- 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.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- 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.
- Develop marketing strategies to compete with other individuals or companies who sell insurance.
- Calculate premiums and establish payment method.
- 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.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
