Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to handle difficult contacts relating to customer billing and customer accounting, primarily where the customer is defaulting. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. |
Application of the Unit
Application of the unit |
This unit is applied in any customer contact environment where the contact involves dealing with defaulting customers facing severance of services or challenges relating to payment of bills. Competence in this unit requires excellent customer service skills and acceptable overall outcomes for the business and the customer. This work is undertaken under supervision and guidance. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Receive and review a customer default enquiry or case |
1.1. Receive and review customer enquiry to identify details of case 1.2. Obtain additional information to assist in resolving case 1.3. Review options to resolve case with other staff members, where appropriate 1.4. Obtain specialist advice or escalate where necessary 1.5. Consider eligibility for hardship program 1.6. Observe relevant legislation , codes , regulations and standards 1.7. Develop initial advice to be given to customer 1.8. Consult with customer on the suggested course of action and options 1.9. Assess customer response to the consultation |
2. Negotiate payment with defaulting customers |
2.1. Develop realistic settlement options giving consideration to policy, customer response and payment history 2.2. Offer and agree on a payment option with the customer in accordance with organisational policy 2.3. Record revised payment options as agreed with customer and in accordance with organisational procedures |
3. Advise defaulting customers of cancellation |
3.1. Advise defaulting customers of service or product cancellation 3.2. Negotiate successful product return with customer where appropriate 3.3. Clearly explain debt recovery process to customer 3.4. Initiate debt recovery process |
4. Manage default actions |
4.1. Follow-up payment, debt recovery or product return to ensure completion of case 4.2. Amend customer records in accordance with enterprise procedures 4.3. Follow enterprise default and credit management procedures |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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Range Statement
RANGE STATEMENT |
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The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. |
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Receiving customer enquiry may include: |
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Hardship programs may include: |
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Relevant legislation , codes , regulations and standards may include: |
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Payment options may include: |
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Service or product cancellation may include: |
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Credit management procedures may include: |
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Unit Sector(s)
Unit sector |
Competency field
Competency field |
Stakeholder Relations - Contact Centre Operations |
Co-requisite units
Co-requisite units |
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