The roles, functions and skills of the

sales clerk within the sales department

at Orion insurance

NAME: ockeve minott

School: Morant bay high 100080

Teacher: Mrs. Hyman Williams

Territory: Jamaica

Candidate #:

TO BE SUBMITTED AS A PARTIAL FULLFILLMENT OF THE CSEC EXAMINATION

AIMs OF THE PROJECT

 Acquiring knowledge about the role of the Sales Clerk within the Sales

Department.

To find out how the Sales Clerk carries out his/her duties.

FUNCTION OF THE DEPARTMENT

The functions of the Sales Department are to:

 Maintain Sales Records
Organize Advertising
Monitor Stock Control
Organize Marketing and Promotional Strategies
Follow-up on Customers
Liaise with other Departments

RESEARCH QUESTIONS

What are the Sales Clerks Duties?

Which skills are required for the job of a Sales Clerk?
What are the attributes of a Sales Clerk?
How does the Sales Clerk manage records?
How does the Sales Clerk help to benefit the organization?
LETTER REQUESTING PERMISSION
TO CONDUCT S.B.A

Wheelerfield Dist.
Golden Grove P.O.
St. Thomas

January 17, 2016

The Personnel Manager

Orion Insurance Brokers Ltd
Queen Street
Morant Bay
St. Thomas
Jamaica
Dear Sir/Madam

I am a fifth form student currently enrolled in the Morant Bay High School
and is requesting permission to conduct a School Based Assessment on your
premises. This would be very important as I am seeking knowledge of how
the workers in your department carry out their roles.

I look forward to your reply so that I may arrange an appropriate time. I can
be contacted at (876) 565-5504, at your convenience.

Yours truly,

..
Ockeve Minott

Note to respondent:

My name is Ockeve Minott and I am a 5th form student currently enrolled at the Morant Bay

High School. I am a part of the Office Administration group which will be conducting a

research on the roles, functions and skills of the Sales Clerk within the Sales Department at

your organization. I assure you that your answers will remain confidential and will not be

used against you.

Questionnaire

1. What are the roles of the Sales Clerk?

 _____________________________________________________________________

_____________________________________________________________________

______________________________________
2. What are some of the skills required to become a Sales Clerk?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
3. Why are the skills of the Sales Clerk necessary?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
4. Why are the roles of the Sales Clerk important at Orion Insurance Brokers Ltd?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
5. What are the activities carried out by the Sales Department?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
6. When are the roles and functions of the Sales Clerk necessary?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
7. What is a disadvantage when certain skills are lacking from the Sales Clerk in the

Sales Department?
_____________________________________________________________________

_____________________________________________________________________

______________________________________
8. What is a negative effect on the company when the roles and functions of the Sales

Clerk is not carried out efficiently?

 _____________________________________________________________________

_____________________________________________________________________

______________________________________
9. What are some of the health precautions that are in place to have an incident free

working area?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
10. What are the functions of the Sales Clerk?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
11. What are the safety precautions that are put in place to ensure that the working

environment is safe?
_____________________________________________________________________

_____________________________________________________________________

_______________________________________
12. Discuss a legislation governing Orion Insurance Brokers Ltd.
_____________________________________________________________________

_____________________________________________________________________

______________________________________
13. What are some of the responsibilities of the Sales Clerk at Orion?
_____________________________________________________________________

_____________________________________________________________________

_____________________________________
14. What are some of the attributes of a Sales Clerk?

Methodology
In completing this assessment, the researcher issued questionnaires to Orion Insurance Brokers

Ltd. The questionnaire is a researching strategy that gives options to which respondents select

what applies to them as well as ask for their views on points of a topic.

The research was done on the topic the roles, functions and skills of the Sales Clerk within

Orion Insurance Brokers Ltd. This research is done with the involvement of most of the workers

being females. The researcher gave a letter to the manager of Orion Insurance Brokers Ltd,

seeking permission to conduct research within the organization to which permission was granted.

Observation took place throughout the process of handing out questionnaires, moving around

and during recollection. This was done coherently, which was successful since workers were not

aware of the process they couldnt have acted differently than usual during the process. Graphs

and a table were used to represent the information gathered.

1. What are the roles of the Sales Clerk??

2. What are some of the skills required to become a Sales Clerk?
3. What are the functions of the Sales Clerk?
4. What are the activities that are carried out in the Sales Department?
5. What is a disadvantage when certain skills are lacking from the Sales Clerk in the Sales

Department?

Dates Activities Comments

February 4 Visited the firm and met with Discuss the matter of the SBA

the Manager.
February 8 Observed the working area of Noticed a lot of office

each individual in the firm. equipment and tools.

February 9 Letter was handed to the To which he agreed to let me

Manager. conduct the SBA.

February 10 5 Questionnaires were handed They agreed to answer the

to employees. questionnaires.
February 12 Questionnaires were collected The Questionnaires were

from employees. reviewed to ensure all

questions were answered.

February 16 Manager was interviewed. Explained his roles and

functions of being the

manager.
February 18 Interviewed the employees. They told me the roles and

responsibilities and also the

functions of the equipment

they used to carry out day to

day activities.
February 24 Thanked the firm for allowing They wished me the best with

me to conduct the research at the rest of my SBA

their organization.
March 1 Compiled answers to make the Answers were informative
 report
March 3 SBA was completed. All requirements were met for

the completion of the SBA.

Legislation

Labour Law- Employees should be treated fairly by employers.

The rules of employment were noticed within the firm and it was seen where the rules

were portrayed by the employer and employees.

Do not participate in strenuous activities such as lifting heavy equipment.
No eating or drinking around the equipment.
No loud/boisterous behavior on the premises.
 Limitations, Findings and

Recommendations

Throughout the researching process, it was discovered that as an insurance firm it is only

in operation on week days. This limits individuals to having to assign times out of their

busy working schedule when they decide to visit this firm.

It was found out that workers are expected to report for work within a certain time period

or they would be classified as being late for work. This showed workers having a sense of

urgency to be at work on time. They were also expected to attend to customers upon their

arrival and with upmost respect, which was evidently done by all workers that were

present at the time visits were done. It was also noticed that working areas were expected

to be kept clean and tidy which was done by the workers.

It could be recommended that

Impact of office equipment

 Purpose of
Date Equipment used
equipment
Telephone Communication
device used to
February 12 communicate with
customers and
other colleagues.
Computer Electronic device
used to
store/manage
February 16 information for the
organization.

Photocopier Used to copy

information.
February 18

bibliography