St. Joe Mar. 30, 2015 Phase 2 Assessment

20 Questions | Total Attempts: 33

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St. Joe Mar. 30, 2015 Phase 2 Assessment - Quiz

Assessment for Phase 2 Billing Task Training


Questions and Answers
  • 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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