Strengths: Travis greets the client in a polite tone. The call ends with the MB taking back the call to confirm with the underwriting team and the call ends politely. Inches: Verification- Travis does not verify the client with at least 3 pieces of ID. This is to ensure we are protecting the client's personal information and Identity. CRD- We should also provide the CRD to the client prior to verification for legal and compliance reasons. Effective notes- Travis added detailed coding, however, his notes lack the details of the actions that took place in the call. Moving forward let's be sure to include all information for accurate LJN in case it is needed for reference in the future. Word choice- technology poor light- ( 4:45) Travis presented our technology in a poor …show more content…
If the client reflects info that conflicts with our internal info, suggest using resources such as Quick Share etc. to share screens and confirm information. Empathy- throughout the call the client seemed confused and a bit agitated about the info he is looking for. There was not any empathy provided throughout the call to show the client our care and concern for any inconvenience caused. Actively listening- ( 3:42) (4:26) There were a couple instances where Travis seems distracted in the call and misses key information the client provides, resulting in the client repeating himself. We should remain focused and engaged in our call to guide the client through the process and acknowledge all info stated by the client. Clear, gump, and concise- Utilizing resources-Consider using resources to confirm the status of the document in question. In Xbert, tracking items, the Property disclosure confirms cleared by the underwriting team earlier in the day. This would avoid any unnecessary time spent locating the document and the client's
describing what could be true for each individual client. Here is a rule of thumb
Suppliers must be able to transmit and receive these required Canadian Tire electronic documents through Canadian Tire’s web enabled system.
To investigate CON “Certificate of Need”, one must understand the meaning of the phrase. CON is a certificate that is issued to the individual or group intending to build or modify the facility for additional services. The process is intended to prevent duplication of services in a community (medical-dictionary.thefreedictionary.com). In this passage, we will discuss the development of becoming certified and the importance of becoming certified facility / group. This passage will cover some steps of becoming or receiving a certification. Also, it will inform the reader that becoming or receiving its certificate is a challenging process.
Secondly, committed listener- the listener should be focus on the speaker and actually listen to the requester (Potts 2012). Chalmers Brothers (2012) says that “A committed listener has solid eye contact, paying attention… and is not texting, on the phone, watching TV, eating pizza or filling out forms as he/she is listening to you”.
Using the paraphrasing technique the client did correct me. Being corrected alerted me that I got lost somewhere in the client story. Also, in our previous session the client was given some homework. The homework consisted of her and her husband driving around and writing down the churches they wanted to visit. During our session, I was ecstatic to hear that she and her husband will be discussing which church they would like to visit based on the homework that was
Grady improves the health of the community by providing quality, comprehensive healthcare in a compassionate, culturally competent, ethical and fiscally responsible manner. Grady maintains its commitment to the underserved of Fulton and DeKalb counties, while also providing care for residents of metro Atlanta and Georgia. Grady leads through its clinical excellence, innovative research and progressive medical education and training.
Jackie suggests using fax or other options to get app docs. The MB takes back the call and initiates the call ending. She ends the call politely.
The identity of students is verified by official admission procedures and includes in-person identity vetting. The credentialing authority must require valid current primary Government Picture ID that contains current picture, and either address of record or nationality (e.g. DL or Passport).
During this time, I gave the client enough time to talk about the problem without interrupting. This time gave me an opportunity to undertake reflective listening through active listening which ac...
I am going to explain how you maintain repeat clients. I will discuss how you can improve your clients’ services and how to get them to rebook. I will also give information on the top seven client complaints and how to avoid them. And last I will go over how to keep clients in general.
a requirement intended to ensure that systems work promptly and service is not denied to authorized users.
Training – I have had excellent opportunities to capitalize on free company training. So far I have completed National Vocational Qualifications in Business Communication and Customer Service. I was also privileged to attend Time, Stress and Conflict management workshops.
The SWOT analysis is a useful tool for identifying our personal strengths, weaknesses, opportunities, and threats to our plans and goals. According to a “Fuel My Motivation” article (2010), this analysis considers internal influences that can positively or negatively affect our ability to achieve our goals. The internal factors are our strengths and weaknesses. Also considered are opportunities and threats, which are external influences that can have a positive or negative impact on the ability to achieve our goals. I will share how the self-assessment instruments and self-exercises in this course have contributed to assessing and understanding my strengths and weaknesses. I will also discuss techniques I will use to leverage my strengths and understand my weaknesses. In addition, I will consider opportunities that I can take advantage of and the threats that can possibly impede my progress.
A customer services telephone number is given on the ‘contact page’ too, so if someone wishes to talk to the business using that particular method, they can find out how through the website.
Finally, follow up with the customer. Business and companies have an opportunity to make sure that the customers needs or issues were met and resolved. You can follow up with your customer by phone, email or even a letter to make sure that the issue or solution was solved to their satisfaction. If it wasn’t solved or resolved at that time that you will continue to find a workable solution and keep them informed. Sometimes going above and beyond will exceed the customers expectations and they will become loyal customers as well as customers that will share creating new customers.