Bernie's SRD Quiz

A professional office setting with a customer service representative assisting a customer, surrounded by documents and computer screens displaying account information, bright and engaging atmosphere.

Bernie's SRD Knowledge Check

Welcome to Bernie's SRD Quiz! Test your knowledge about account management and customer service practices. This quiz is designed to reinforce key concepts and ensure you’re well-versed in handling various scenarios related to account closure, communications, and modifications.

Learn about account closure procedures
Understand how communications are managed
Explore the dynamics of account modifications

15 Questions4 MinutesCreated by EngagingAdvisor305

1. When closing a inactive account with a negative balance, (finish the sentence)

A. We send a goodbye letter to the customer

B. We notify the customer's bank or credit card company

C. The account will later be the object of a write off

2. Upon becoming Inactive the customer will be informed that their account has become eligible for automatic closing

A. True

B. False

3. Will the request to close the account and the final closing of the account automatically be confirmed in writing to the account holder?

A. No

B. Yes

4. Merging 2 accounts is allowed only if : (Finish the sentence, choose all that apply)

A. The secondary account has a open bankruptcy hold

B. If the account holders give the authorization

C. The primary account survives and will be linked to the secondary account which will be closed

D. The secondary acccount does not have a positive balance and has a open refund request

5. Communications will be sent to the account holder upon the following modifications being made in the: (choose all that apply)

A. Addition of license plate or plates

B. Pass choosen

C. Login modification

D .account information

6. Incoming phone calls and manual outgoing phone alls are tracked with the creation of the call log by the CSR.

A. True

B. False

7. Account characteristics such as prepaid balance requirements, low-balance threshold, delinquency criteria, and PEAF shall be system configurable

A, True

B, False

8. A Pay by Mail account can: ( finsih the sentence)

A. Be automatically replenished

B. Be opened by customer on the website

C have a pass registered to or purchased for the account

9. Address normalization shall populate:

A. Zip+5 information for the custome

B. Zip+4 information for the custome

C. Zip+3 information for the custome

10. Temporary license plates have an expiry date. License plate enforced trips will be posted on the Account beyond the expiration date of the temporary license plate.

A. True

B. False

11. When a customer forgets their password the customer can request the system to:

A. Text a new temporary password

B. Mail a letter with a new temporary password

C. Email a new temporary password

12. Automatic replenishment allows customers with options to set up the payment related alerts such as: (choose all that apply)

13. Regarding address management, the print house will notify the CSR which shall then make a system update of the account mailing addres.

A. True

B. False

14. What allows a CSR or the customer to "modify” a license plate number, jurisdiction and type?

A. The Screen Interface

B.The CBOS

C. The DOL

15. The system will keep track of every modification of mailing address, shipping address and:

A. WIC address

B. Call Center address

C. Rov address

Bernie's SRD Quiz

Bernie's SRD Knowledge Check

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