WorksheetsPop Quiz!
Total questions: 8
Worksheet time: 4mins
A client calls in and wants an invoice e-mailed to them. They are the billing contact, but not the main account holder. Can we send them the invoice.
Yes, send away!
Yes, but you must CC the account holder when sending.
No, we cannot do that.
A client calls in and wants the e-mail address on file to be changed. Can we change the e-mail once we verify the caller?
Yes, with e-mail consent.
Yes, but only if they have the same corp domain as the e-mail listed.
Yes, we can change regardless.
A client calls in wanting to discuss their balance. They are unsure of the e-mail address on the account, and you can sense their frustration. You are able to locate an account. What are the next steps?
The caller must verify the account with the appropriate security questions. Once they are doing this, we can give them the full e-mail.
Cushion the client and ask them to call back once they know the e-mail on the account.
The caller must verify the account with the appropriate security questions. Once they are doing this, we can give them only the e-mail domain.
A client with a corp domain calls in requesting access to a company page. You find the page, and it is claimed by a generic e-mail. Can we make a custom claim link for the client?
Yes, we can make a custom claim link.
Yes, but we must e-mail the account holder first.
No, we cannot create a custom claim link.
A jobseeker calls in and is irate because they have 2-step verification on their account and cannot log in. You have directed them to contact the team through Jobseeker Help Center but they are giving a lot of push back. What can you do as your next step?
Get manager approval to turn of 2-Step.
Gather the jobseeker's info, including name and number, and e-mail and send it to jobseekersuccess@indeed.com.
Cushion and let them know this is the Employer Help Center and there is nothing we can do.
A client calls in and wants to set up Sponsored Job Integration within their ATS. You are unsure if their ATS is eligible. Where do you go to find the answer to their question?
You tell them to contact their ATS. They will help with set up.
Go to the ATS Map to see if they are eligible.
Tell them you will check with your manager and send an e-mail after the call.
A client is asking for a refund of 1998.99 with a credit of 2.11. Who should be processing this refund?
I (Julie) can process this refund.
You can process the refund, and then send the credit to me.
Charissa must process this refund.
A client calls in and you are trying to pull up the account. When you click "Log In As" and it brings you to the Post A Job screen. What is a good work around for this?
Check clicking "Sign in" in the top right, this might reveal the account is locked and needs the client to reset their password.
Ask the client if they are logged into the correct account.
They might be linked to a disabled/rejected account. Check Gen Admin!
