SRD Account Management Quiz KDUNN

A clean and modern illustration of a customer service representative assisting a customer with account management on a digital device, featuring elements such as account details, vehicles, and passes in a professional setting.

SRD Account Management Quiz

Test your knowledge of account management with our SRD Account Management Quiz. This quiz is designed to assess your understanding of account closure processes, merging accounts, and the specifics on maintaining customer accounts.

Key Features:

  • Multiple choice and checkbox questions
  • Instant feedback on your answers
  • Learn while you test your knowledge
15 Questions4 MinutesCreated by ManagingTurtle457
Upon requesting to close the account, via what mode will the customer be required to confirm the mailing address?
Phone
Walk In Center
Fax
Online
What happens when accounts are merged ? Select all that apply
The balance, vehicles and passes are transferred to the primary account
Secondary account holder is automatically listed as an contact on the primary account
Both accounts are linked by the systen
Only the primary account holder is automatically notified of the successful merger
Which account type is considered a regular/ customer managed account type?
Pay By Mail- System
Pay By Mail - Regular
Rental Agency
Zero Account Balance
Which of the following are conditions required for an account closure? Select all that apply
The account is in good standing
A Payment Plan has been established
Account is flagged for bankruptcy
There is no pending admin. Hearing hold
There is no pending refund
There is no pending pass request
________ allows customers to readily identify passes on their account ?
Pass Number
Pass Panel
Pass Type
A Nickname
Which of the following fields are mandatory for entering license plates?
Make, Model and Year of vehicle
The Jurisdiction
License Plate Number
License Plate Type
Which two types of autoreplenishment is unique to the Pay As You Go account?
Credit Card Autoreplenishment
Bi Monthly Replenishment
Sweep Replenishment
ACH Replenishment
What does the customer need in order to setup online access ? Select all that apply
Personal Identification Number
User ID
An Account Number
Password
All of the above
Which of the following are considered Corrections in the system? Select all that apply
Adjustment
Dismissal/Write Off
Realloation
A Penality
What happens when Auto Replenishment is reinstated for ACH Replenishment?
Account is swithced back to Auto Replenishment
Reattempt counter is reset to zero
" Failed Auto Replenishment " Flag is removed from account history
Manual Replenishment can not be reinstated to Auto Replenishment
Unassigned Passes can be purchased at the WIC?
True
False
When can all passes be transferred from the departing account? Select all that apply
There is at least one LPN on the account
When the account is in status Pending To Close
Anytime
All passes can never be removed. Each Account must maintain at least one pass
Which one is not an Account Flag?
Eligible for Inactive Closure
Registration Hold
Negative Balance
Incorrect Banking Information
The system allows for CSRs to send a custom email or letter to the account holder.
True
False
The system will always send a notification to the account holder confirming a pass request
True
False
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