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Interviewers, Except Eligibility and Loan

Under the title Interviewers, Except Eligibility and Loan, workers interview persons by telephone, mail, in person, or by other means for the purpose of completing forms, applications, or questionnaires. O*NET rates it as medium preparation, which usually means one or two years of vocational training, an apprenticeship or an associate’s degree. It leans on active listening, speaking, and reading comprehension. One core duty is to ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency. On the six-type interest model it reads CSE, meaning orderly work with data, records and clear procedures comes first, followed by helping, teaching or caring for people. It tends to suit people who want orderly work with data, records and clear procedures, and it offers little for anyone seeking hands-on work with tools, machines or the physical world.

What they do

Interview persons by telephone, mail, in person, or by other means for the purpose of completing forms, applications, or questionnaires. Ask specific questions, record answers, and assist persons with completing form. May sort, classify, and file forms.

Main tasks

  • Ask questions in accordance with instructions to obtain various specified information, such as person's name, address, age, religious preference, or state of residency.
  • Identify and report problems in obtaining valid data.
  • Ensure payment for services by verifying benefits with the person's insurance provider or working out financing options.
  • Perform office duties, such as telemarketing or customer service inquiries, maintaining staff records, billing patients, or receiving payments.
  • Review data obtained from interview for completeness and accuracy.
  • Compile, record, and code results or data from interview or survey, using computer or specified form.

Skills

  • Active Listening
  • Speaking
  • Reading Comprehension
  • Social Perceptiveness
  • Writing
  • Time Management

Who this career fits

May suit you if

  • You like clear rules and getting the details right.
  • You get energy from helping other people move forward.
  • You are willing to put in a year or two of focused training.
  • You are comfortable relying on active listening and speaking.

May not suit you if

  • You get restless with routine, records and exact procedures.
  • You want to work with your hands for most of the day. Realistic rates 1.0 out of 7 here.
  • You need to start within a few months, with no training period.

Interest profile

O*NET rates each occupation from 1 to 7 on six interest types. The code CSE takes the three highest, and Conventional comes first here.

Preparation

Medium preparation. Expect vocational school, an apprenticeship, related experience or an associate’s degree, usually one or two years in total.

Most-reported requirement in the O*NET survey: High School Diploma or the equivalent (such as a GED). This reflects what workers reported most often and is not a legal minimum. Licensing rules can differ by state or industry, so confirm what applies where you plan to work.

Also called

  • Admissions Clerk
  • Admissions Representative
  • Admitting Representative
  • Data Collection Assistant
  • Interviewer

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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.