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Intake Day 1 Quiz Flashcards | StudBud
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Intake Day 1 Quiz
Intake Day 1 Quiz
21 terms
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StudBud Administration
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Quick recap quiz over some of the topics we went over on day one!
Flashcards
21 cards
F
Practice quiz
P
Host live
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Questions
21
Answers
1
Sick time will expire at the end of ever calender year.
True
False
2
What is Self Service?
Where all your computer updates & programs are stored
Where all the sound files are saved.
A program we use to store all our clients information
Where all your documents are on your computer.
3
When heading to lunch I need to....
Insperity meal out, Google status
Meal out in Insperity.
Switch your status in the phone system, Google status, & hit meal out ADP
Move your status in the Google status system and phone system.
4
What is pushing away leads?
Where you advise a client to fill out the application online.
When you hang up on a client
When you finish a case and send it to underwriting
When you take calls
5
When should a Comfort Break be used?
When Amazon comes to the door.
For your lunch and regular break.
Bathroom and Water
When an emergency pops up.
6
What dose Free and Clear mean?
100% on-time payment history with your credit cards.
You were able to get a lower payment on a debt.
Someone else paid off your property.
This is in reference to home. It means that no money is owed on a property.
7
What are some ways to help with efficiency here at work?
Adding in the tone of the calls/notes about the call.
Take your break and make sure you're ready to start the next task.
All of the above
Improve your typing and memorizing skills.
8
True or False Unsecured Debt is when there is no property to take to satisfy a debt?
True
False
9
Your work computer can only be used for work
False
True
10
What is the frist step to taken when a client on the phone is being rude?
Hang up the phone.
Transfer them to a manager.
Make a note in the file for the next department.
Give them a warning. Remind them this is a recorded line.
11
When coming back from a hoilday and you call out will you need a doctors note?
False
True
12
What is a soft pull?
Simply a review of your credit. There’s no in-depth check.
A check on credit.
All of the above
Just a quick peek and your credit report.
13
For a paid 15 mintue break you need to clock out on Insperity
True
False
14
After we clock into work...
Open up Self Service, Gmail, and Calendar
Check your emails, Intake chat look for the morning message & Calendar
Open up Dialpad, SalesForce, and Gmail.
Check your email, chat queue, look for the morning message, open Confluence
15
What setting do you switch in the phone system when you come back from Lunch?
Go
Away
Break
Ready
16
What program do we use the most to commuicate here at work
Dialpad
Teams
Confluence
Gmail
17
This is a great way to keep your workspace
False
True
18
Do we have Unlimted PTO?
False
True
19
Where is your Department fall in context with the Client
We do follow up calls with clients
We are pitching the script and selling the clients a product.
We are the first call our job is to set up other departments for success.
We only provide updates and set up appointments.
20
What are the 5 Basics
Friendship, Honesty, Togetherness, Caring, show and Tell
Judgment, display, together, friendship, and teamwork
Independence, teamwork, safety, response, acting
Courtesy, Show, Efficiency, Inclusion, and Saftey
21
You should always be in Automatic Status in Google.
False
True
