Madison May 4, 2015 Bcc Phase 2 Assessment
Assessment for Phase 2 Billing Task Training
- 1.What option is used for specifying a payment?
- A.
PM-DC
- B.
PM-TP
- C.
PM-TC
- 2.What option is used to adjust a downpayment charge to the agent?
- A.
PM-TC
- B.
PM-CA
- C.
PM-DC
- 3.What option is used to release a refund?
- A.
PM-RC
- B.
PM-TC
- C.
PM-TP
- 4.When a refund check has been returned to the company as undeliverable, where would this information be seen?
- A.
Apex
- B.
PeopleSoft
- C.
Unclaimed Property
- 5.If a refund check has not been received, how many days must it be outstanding before a replacement check can be issued?
- A.
No requirements
- B.
2 years
- C.
30 days
- 6.In PeopleSoft, if a check has been cashed what area would show this?
- A.
Payment Clear date
- B.
Payment Issue date
- C.
Exception Comments
- 7.How many numbers must be included in the check number to search for the check in PeopleSoft?
- A.
7
- B.
12
- C.
10
- 8.In which situation can a refund check not be caught and reapplied?
- A.
Check was created today from a non-payment cancel in WI
- B.
Check was created due to an AZ underwriting termination
- C.
Check was created due to a rewrite (cancel code 3-8) in MN
- 9.What information should be included in Apex notes when sending a void/reissue request? Check all that apply.
- A.
Reason for request
- B.
Requestor name
- C.
Amount of check
- D.
Check number
- 10.In the case of a missing payment, what questions should you ask? Check all that apply.
- A.
What account was the payment intended for?
- B.
Did the payment clear the bank?
- C.
Are you sure you made the payment?
- D.
What type of payment was made?
- 11.The Receivables department needs to correct any encoding error.
- A.
True
- B.
False
- 12.A customer made two Pay Now debit/credit card payments. How do you fix the error?
- A.
Refund the duplicte payment by check
- B.
Reverse the debit/credit card payment
- C.
Advise the caller the duplicate payment cannot be returned
- 13.A new business policy was issued effective 06-05-2014 to 12-05-2014 in the amount of $346.70, choose the correct way the schedule will display.
- A.
6-57.78 7-57.78 8-57.78 9-57.78 10-57.78 11-57.78
- B.
6-57.80 7-57.78 8-57.78 9-57.78 10-57.78 11-57.78
- C.
7-69.34 8-69.34 9-69.34 10-69.34 11-69.34
- 14.If the term of a new business policy is from 07-01-2014 to 03-14-2015, what will the due date be on their billing statement?
- A.
14
- B.
1
- C.
18
- 15.When might a schedule smooth be used? Check all that apply.
- A.
Policy changes have been done
- B.
Correcting misapplied money
- C.
Billing months need to be added to the schedule
- D.
Required downpayment (RDP) reversal has been done
- 16.What is the proper documentation to use when releasing a credit refund?
- A.
Per money request eForm released over payment of $ to insured
- B.
Per money request eForm contacted Receivables to release refund
- C.
Per money request eForm, released refund
- 17.When performing a schedule edit, you should always change a bill code T to a bill code C.
- A.
True
- B.
False
- 18.What is the proper documentation to use when an RDP is reversed and no schedule edit is needed?
- A.
Per RDP eForm charge agent $
- B.
Per RDP eForm, changed agent charge from $ to $
- C.
Per RDP eForm reversed charge of $ to agent
- 19.If you need to wait for the following day for a payment to be applied before specifying the payment, send the task back to Mailbox, CBSAMRESEARCH with a Delay Delivery.
- A.
True
- B.
False
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