Insurance Agency Sample

 

Customer Confusion.

A customer calls, complaining that his health insurance has been terminated. You note that he called, and put in a cancellation request earlier last month. It appears, that he said he was moving. How do you calm this customer?

CSR Basics.

You answer a call from a gentleman complaining about the service he has received from one particular caseworker. What is the procedure for taking and routing this complaint?

Taking the Next Step.

A customer is calling and asking why her Health Coverage Card has not arrived. You notice that her account is already showing a claim. What do you say or do?

Standard Operating Procedures.

A business owner calls, asking if you would delay her automatic debit from processing for a day. She tells you that she is waiting for a cash payment from one of her customers and otherwise she will bounce a number of checks. What is your answer?

Standard Operating Procedures 2.

How do you insure that you do not give out account information to unauthorized individuals?

Areas of Judgment.

A nice customer is calling to say that she has received a cancellation notice. Your records show that her premium payment was short by three dollars. What do you tell this customer?