What does CSR stand for?
Customer Support Representative
Who is the president of Client Focus?
Greg Baker
What is Gen's favorite color?
Green
Is Becca left handed or right handed?
Left Handed
What state was Peter born in?
ARIZONA
What kind of call does a CSR have to complete before an agent can start service?
Welcome Call
What is the definition of our value - "Freedom"?
People are amazing except when you try to control them.
How long has Gen worked at client focus?
2 years in December.
How long has Becca worked at CF?
3 years
How long has Peter worked at client focus?
A year and a half.
How often should an agent's preferences be updated?
Every six months.
When is the list submission window?
25th-10th
How many pets does Gen have?
3. 2 dogs and a bird.
What does Becca do for a job outside of client focus?
Piano and Voice Teacher
What is Peter's favorite Halloween movie?
Hocus Pocus
What happens on a welcome call?
update billing, walkthrough of agent center, set up calendar, and update preferences.
What services are subsidized?
RA calls, Rate increase and SBRA,
How old is Gen?
30
What are some of Becca's hobbies?
Singing/songwriting, going to the gym, anything outdoors (hiking, skiing, paddleboarding, camping)
What are some of Peter's Hobbies?
Sports (football and basketball), going to the movies, cooking, hanging out with the family.
What is an attrition form and what information does the CSR need to fil it out?
The form we fill out for an agent either pausing, cancelling, or lowering their NP. We need to know who the agent is, the reason why and if there is a return date.
What states do we employ in?
Arizona, Utah, Georgia, Texas, Missouri, and Idaho
How many tattoos does Gen have?
ZERO
Who is Becca's favorite Singer/songwriter?
Tori Kelly
How many kids does Peter have?
3