Maricopa Community Colleges  CSR176   20054-20086 
Official Course Description: MCCCD Approval: 07/22/08
CSR176 20054-20086 L+L 2 Credit(s) 2 Period(s)
Customer Contact Associate Skills
Practical application of the skills required of the Customer Contact Associate. Includes customer service, account maintenance and call classification as well as billing and rates. Also covers calling plans, international services and long distance accounts.
Prerequisites: Permission of Department or Division.
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MCCCD Official Course Competencies:
 
CSR176   20054-20086 Customer Contact Associate Skills
1. Describe the purpose and function of the Intelligent Work Station (IWS). (I)
2. Demonstrate Log-In/Log-Out procedures. (I)
3. Demonstrate proper use of application and productivity tools. (I)
4. Demonstrate proper use of a reference navigation system. (II)
5. Demonstrate the components of effective call flow. (III)
6. Demonstrate techniques for handling difficult customers. (III)
7. Retrieve a customer account. (IV)
8. Demonstrate proper account maintenance procedures. (IV)
9. Use the bill history retrieval system. (IV)
10. Classify calls and make rate determinations. (V)
11. Use the automated batch system. (VI)
12. Process Dial 1 orders. (VII)
13. Classify billing types. (VIII)
14. Create payment arrangement requests. (VIII)
15. Process calling plan service orders. (IX)
16. Demonstrate procedures for making calling plan adjustments. (IX)
17. Use the Order Status System. (X)
18. Demonstrate investigation steps for billing claims. (XI)
19. Demonstrate procedures for making sustain/adjust decisions. (XI)
20. Use proper procedures for processing billing claims. (XI)
21. Process partial adjustments. (XI)
22. Demonstrate procedures for international call claims. (XII)
23. Demonstrate procedures for Long Distance account establishment. (XIII)
24. Demonstrate procedures for Long Distance account maintenance. (XIII)
25. Demonstrate procedures for ordering calling cards. (XIII)
26. Use appropriate guidelines to issue an emergency card. (XIV)
27. Demonstrate the sales process. (XV)
28. Demonstrate effective techniques for closing a sale. (XV)
29. Demonstrate procedures for resolving customer “slams”. (XVI)
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MCCCD Official Course Outline:
 
CSR176   20054-20086 Customer Contact Associate Skills
    I. Intelligent Work Station (IWS)
        A. Purpose
        B. Function
        C. Procedures
          1. Log-In/Log-Out
          2. Password
          3. Keyboard
          4. IWS Windows
          5. Mouse
        D. Applications
        E. Productivity Tools
      II. Reference Navigation
          A. Features
          B. Benefits
          C. Components
          D. Procedures
          E. Screens
          F. Intranet
        III. Customer Service
            A. Strategies
            B. Call Flow
              1. Greeting
              2. Customer Request
              3. Account Access
              4. Resolution
              5. Recap Account
              6. Close
            C. Customer Expectations
              1. Professional
              2. Respect
              3. Promptness
              4. Compensation/Restitution
              5. Problem Solving
              6. Listening
            D. Difficult Customers
              1. Types
              2. Techniques
              3. Expectations
              4. Impacts
          IV. Account Access and Maintenance
              A. Systems
              B. Abbreviations
              C. Customer Account Retrieval
              D. Bill
                1. History
                2. Display
              E. Productivity Tools
            V. Rates
                A. Schedules
                  1. Identification
                  2. Usage
                B. Determinations
                  1. Duration
                  2. Call Type
                  3. Rate Period
                  4. Mileage
                C. Calling Plans
                D. Dial Around Access Codes
              VI. Commitment Process
                  A. Management
                    1. Definition
                    2. Time
                    3. Techniques
                    4. Benefits
                  B. Batchwork
                    1. System
                    2. Function
                  C. Forms
                    1. Purpose
                    2. Function Keys
                  D. Correspondence
                    1. Letter
                    2. Brochure
                    3. Automation
                    4. Function Keys
                VII. Dial 1
                    A. Bureau Link
                      1. Process
                      2. Use
                    B. Terms
                    C. Orders
                    D. Systems
                    E. Action
                    F. Charges
                      1. Carrier Line Charge
                      2. Universal Connectivity Charge
                      3. Usage Minimum
                      4. Line Item
                  VIII. Billing
                      A. Types
                      B. Payment Arrangements
                      C. Screens
                      D. Option
                      E. Special Plans
                        1. Automatic Bill Payment
                        2. Pay By Phone
                    IX. Calling Plans
                        A. Terms
                        B. Benefits
                        C. Categories
                          1. Block of Time
                          2. Threshold
                          3. Cents per Minute
                        D. Service Orders
                          1. Terms
                          2. Procedures
                          3. Screens
                        E. Adjustments
                      X. Order Status System
                          A. Use
                          B. Benefits
                          C. Screens
                        XI. Billing Inquiries
                            A. Classification
                            B. Investigation
                              1. Use
                              2. Process
                            C. Sustain/Adjust
                              1. Resources
                              2. Decisions
                              3. Rules Base
                              4. Guidelines
                            D. Procedures
                              1. Codes
                              2. Tools
                            E. Deny All Knowledge (DAK) Claims
                            F. Partial Adjustments
                              1. Definition
                              2. Steps
                            G. Directory Assistance
                              1. Charges
                              2. Claims
                              3. Directory Link
                            H. Recharge
                            I. Manual Adjustments
                              1. Definition
                              2. Procedures
                            J. Doorway Adjustments
                          XII. International
                              A. Information
                                1. Terms
                                2. Agent Responsibilities
                                3. Rates and Charges
                                4. Country Specific
                              B. Products
                                1. Benefits
                                2. Usage
                                3. Calling Plans
                                4. Promotions
                              C. Service
                                1. Billing Inquiries
                                2. Block
                              D. Language Line
                                1. Translations
                                2. Recordings
                            XIII. Calling Cards
                                A. History
                                B. Types
                                C. Features
                                D. Strategy
                                  1. Security
                                  2. Efficiency
                                  3. Market Share
                                E. Process
                                  1. Account Establishment
                                  2. Account Maintenance
                                  3. Residence Customers
                                  4. Account Level Updates
                                  5. Card Level Updates
                                  6. Card Orders
                                  7. Change Card
                                  8. Change PIN
                                  9. Move Card
                                  10. Change Biller
                              XIV. Special Situations
                                  A. Fact Finding Process
                                  B. Card Test
                                  C. Verification Procedures
                                  D. Emergency Cards
                                  E. Restoring Accounts
                                    1. Long Distance Service
                                    2. Card Provisioning Process Account
                                  F. Downtime
                                  G. Special Cards
                                    1. Situations
                                    2. Guidelines
                                XV. Customer Sales
                                    A. Features Vs Benefits
                                      1. Customer Needs
                                      2. Statements
                                    B. Plan
                                    C. Process
                                      1. Fact Find
                                      2. Effective Messages
                                      3. Recommendations
                                      4. Close Sale
                                      5. Customer Concerns
                                    D. Customer Resistance
                                      1. Causes
                                      2. Steps
                                      3. Opportunities
                                    E. Legislation
                                  XVI. Winning Back Customers
                                      A. Philosophy
                                      B. Benefits
                                      C. Impact
                                      D. Strategy
                                        1. Offers
                                        2. Promotions
                                        3. Guarantees
                                      E. Process
                                      F. Order
                                        1. Procedure
                                        2. Use
                                      G. Spinner
                                      H. Slammer
                                        1. Definition
                                        2. Resolution
                                      I. Reconfirmation
                                        1. Use
                                        2. Process
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