Who is the Next Agent 99

Generate an image of a customer service representative at a desk, helping customers over the phone, with thought bubbles showing different scenarios and questions related to fraud and customer interactions in a lively office setting.

Next Agent 99 Challenge

Test your knowledge and skills in handling challenging customer scenarios with our Next Agent 99 Quiz! This interactive quiz is designed for those in customer service roles, focusing on real-world situations that require critical thinking and ethical decision-making.

What you can expect:

  • 11 engaging questions
  • Multiple choice and text input formats
  • Instant feedback on your answers
11 Questions3 MinutesCreated by HelpingHand25
An elderly customer's son calls in to discuss their parent's application, on the notes you see they called before and were provided with information. What do you do?
Speak to them, they are already on the notes
Ask them to confirm the personal information of the applicant
Look to see if they are a preparer on the application, if not refuse to talk to them about the application.
Ask to speak to the applicant to authorize their son to know information about the application after you've verified information with the applicant.
Caller states they are victim of fraud and they need to speak with someone, what do you do?
Speak with the caller and let them know you can resolve their fraud case
Give them the fraud hotline number and add issue to roll up
Contact head of OIG to report the issue
Give caller the emails of those in the fraud department to contact then directly.
A caller is inquiring about their application from July, they are frustrated they have not been funded yet. You see that there is an "Agency Hold" on their account. What do you tell the caller?
I do apologize it is taking this long for you to receive funding. It appears the application is still under review.
Apologies for the delay, but it appears to be an agency hold on your account
I believe this is a fraud application, that is why you were not funded. Do you want the number to the fraud hotline?
All the above
You are allowed to provide loan officer information for non-covid applicants.
True
False
Someone on your team has offended you, what do you do?
Inform your team lead of the issue
Offend them right back
Contact HR about the issue
Contact the head of SBA about the issue
You have been on the phone with a caller for 15 minutes and at this point the caller is taking so much of your time, asking you to pull up one application right after another, what do you do?
Continue to help the caller
Let the caller know you have other calls to take
Hang up
Make them feel uncomfortable so they would stop asking you to look up applications
Ask them to call back later to have her other applications looked at
You are not feeling well and need to take a sick leave, what do you do?
Nothing, go back to bed
Inform your team lead at the end of the day you were out
Inform your Team lead ASAP so they can submit a leave request for you
Send in your log in and pretend you have internet issues
Someone from the police department calls about a fraud application they are investigating, what do you do?
Submit the issue to your TL for escalation
Give the police officer information about the applicant
Tell the police officer you are not allowed to help them
All of the above
What are two common types of fraud?
EIDL Fraud
Application Theft
Identity theft
Bank Account Theft
A non-covid caller is calling about an application regarding a natural disaster, what do you do?
Transfer them to field operations
Nothing, you only work on covid applications
Help them as much as possible before transfering them to field operations
Do not transfer to field operations, help them with their inquiry and applications, but if absolutely necessary transfer to field operations.
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