AAIM Management Association 1999. Task List Provide prompt, courteous, and efficient service to customers. Build rapport with customers. Interview customers to obtain information and explain available services and products. Answer customer questions regarding the use of the purchased product or service.
Answer inquires about products or services.
Collect information to qualify customers. Fill out forms regarding customer information for service or product requested using computer. Type account information obtained from customer into computer. Determine best service or product to meet the customer's needs. Stay abreast about product and service information, costs and rates, discounts, special services, and insurance through company memos and training.