Customer Service Student Tasks

Administrative Duties

• Preparing letters and composing emails to clients; sorting, distributing, stamping, sealing, and filing mail
• Delivering newspapers, public transportation passes, and mail to employees
• Creating letter templates for correspondence to clients, summarizing received letter content
• Making announcement slides for TV monitors
• Answering phones and covering receptionist duties
• Scanning and laminating important documents for retention
• Producing receipts for checks and ledgers for account balances
• Documenting, organizing, and updating customer account information and payments
• Preparing gift bags and giveaway baskets for corporate events
• Alphabetizing and organizing personnel files, accessing database documents
• Transferring information from client business cards to electronic format
• Processing insurance verification claims, proofreading, and mailing enrollment letters to employees and clients
• Scanning documents and reporting credits, withdrawals, and declined transactions
• Restock shelves with products for clients/patrons
• Event preparation of name tags and marketing materials
• Event set-up including space formation, restocking, and refilling food and beverages.
• Registering new memberships

Data Management

• Preparing excel spreadsheets to monitor and track matching gift programs for annual funds and initiatives, tracking and indexing credit card statements
• Uploading scanned invoices and documents onto CRM
• Documenting incident reports into Excel
• Organizing credit reports in excel
• Preparing files for new applicants in assured, prospect, and lead accounts for companies seeking insurance
• Make phone calls to confirm and update client/patrons information

Companies with Saint Martin students in Customer Service: