CSR
Funding
MISC
ADP
OSC
100

Name two pieces of information needed to secure the call

What is "Participant's name, Date of birth, Zip code or Phone number "

100

Must enroll

Must Contact

Must Opt in

Automatically Qualified

What is "funding requirements"

100

Double Jeopardy

Name all Core Values

What is " Client Focus, Teamwork, Integrity, Respect and Excellence"

100

Orange Boxes are required to be read

What is "Verbatim"

100

           What type of Template is the following?


First and Last Name: <name>

Last 4 of SSN: <L4SSN>

Zip Code: <zip code>

Client: <client>

Date retired from Client

Date of Birth: <DOB>

Phone Number: <num>

Referred by employer/letter: <ClientName>

Medicare Eligible: <Yes/No>"

What is " Not in SSC template "

200

The process of transferring information from SSC to OSC

What is "Mapping"

200

What are the two ways a participant can obtain a funding claim form

what is " by mail or print from website"

200

Name 2 parts of Original Medicare

What is Part A (Hospital) and Part B (Medical)

200

Double Jeopardy

Special enrollment Period that last 7 months

What is "ICEP"

200

When creating a new SSC Record what team might you need send an incident to?

What is " Data Team"

300

What step do you take when a participant calls in to update their address and the zipcode changed?

what is " transfer to BA" (benefit advisor)"

300

Double Jeopardy

Name 2 TPAs aside from HRA Services and Funding Administration

What is "YSA, Wage Works, A&I, Aon"

300

What do you state at end of CSR call flow?

What is the "Closing statement" 



300

Enrollment Period that last from January 1st- February 14th

What is " Annual disenrollment Period"

300

What team would you submit an incident to if participant states they have not received any correspondence from Insurance company and SSC states application has been dispatched for 32 days.

What is " Carrier Team "

400

Double Jeopardy

What are the steps to printing a form online

What is "logging in/ register, funds and reimbursement tab, and personalized forms tab"

400

For an automatic reimbursement where the payment shows mapped.  How long can it take (Before Chatting AR HelpDesk) before it shows as "sent to the HRA Administrator"?

What is "7 Business Days or Less"

400

This type of call comes in with no account information

What is an " unauthenticated call"

400

Type of Application that allows you to go straight to voice signauture

What is a " Hybrid Application"

400

The client guide states to do this when processing a death notification for an OPERS benefit's recipient


What is "Create an OSC Death Notification Incident. Refer to Benefits Center."

500

What is required when someone calls in on behalf of a deceased participant requesting information and they are not listed?

What is "Executor of Estate" (EOE)


500

What information needs to be included in  chat template used to chat AR Help Desk for missing payment in SSC?

What is

Plan Name, Type, Carrier:

Payment Amount:

Billing Frequency: <Monthly, Quarterly, Annually>

Method of Payment: <SSA Deduction, Credit Card, Electronic Transfer, Paper Check>

Date of Payment:

Month(s) in Question:

Issue: Missing Payment

500

True or False

You cannot have Rollback without having Rollover.

What is "True"

500

When entering in the credit expiration date and it asks for Month, day, and year what would the day be if participant provides you with 04/2020

What is " 04/30/2020 "

500

Double Jeopardy

Which call reason would you use if you come across a duplicate record for the same participant in SSC, and one record shows they are linked to a specific client where the other does not have a client listed?

What is " Account Merging"