Call Back
Escalation Process
Hold Procedure
Transfer Procedure
Call Flow
100

Do you need to offer a call back is extensive research is needed, and my supervisor or the support team is available to assist?

No, we should ask for assistance to the support team or supervisor. 

100

True or False: 

Before escalating a call to a supervisor, it is your job to try to de-escalate the caller by convincing them that you can resolve their issue

True 

100

What is the allowed time for a Normal Hold? 

2 - 3 Mins

100

What are the two types of transfers we handle?

Warm Transfer and Cold trasnfer 

100

True or False: 

There are some scenarios when we do not need to do a recap. 

False, we always need to do a recap 

200

True or False: 

Every promised callback must be completed without exception

True, we always need to complete the callbacks without exception

200

What is the name of the JobAid related to Escalations? 

Customer Service Call Escalation Process

200

True or False: 

We always need to ask permission before placing the member on Hold 

True

200

When can we complete a Cold transfer?

When we received the instruction from Operations due to high call volume or when the other dept has an extended hold time. 

200

What is NCQA? 

Avoid Pronouns and called the member by the preferred name. 

300

If the callback goes to the voice message, what information should be state on the voice message?

Your Name 

Where you are calling from 

How you can be reached 

Hours of operation

300

How many times do we need to try to de-escalate a call?

One time 

300

Tuer or False: 

Is not require saying Thank you to the caller for holding 

False, we always need to thank the caller for holding 

300

Are we allowed to share extensions with the caller? 

No, the extensions are only for internal use

300

What is the last step on the call flow?

Close with positive statement

400

What is the time frame to reach out to a member after the inquiry is returned to the agent? 

24 - 48 Hours 

400

True or False: 

If we identify that the member has been calling multiple times for the same inquiry, we need to send an email to our supervisor

True

400

When can we use an extended hold? 

When reaching out to another department 

400

Should we offer the direct phone number when transferring the member? 

Yes, we need to offer the direct phone number

400

Mention the 4 different authentications on the Dash Scripting:

None

Partial 

Partial with the address 

Fully 

500

If member does not answer the call back, what should you do next? 

Send a request to member correspondence in order for them to send a letter with the information of the call back to the member.  

500

Mention 3 techniques to de-escalate a call

Listen 

Remain Calm 

Apologize sincerely Be reassuring 

Provide options and solutions 

Recap and Next Steps

500

If we need more time on Hold can we refresh the member and ask for more time? 

Yes, we can 

500

True or False: 

When completing a connection to another department we do not need to use the Hold Procedure

False

500

What is the name of the step where we need to ask if we can ask questions? 

Transition to probe