Care Manager Interview Flashcards
What process did you use to ensure you understand the goals that were set in your department or company last year?
Active Communication: Engaged with team and stakeholders, attended meetings, stayed informed on objectives.
Clarification & Documentation: Clarified goals with supervisors, documented outcomes, timelines, and KPIs.
Updates & Feedback: Provided progress updates, sought feedback, discussed challenges.
Monitoring & Measurement: Tracked key metrics (satisfaction, response times), identified improvement areas.
Collaboration: Worked with cross-functional teams, attended interdepartmental meetings, aligned on goals.
Ensured understanding, prioritized tasks, contributed to achieving goals.
When have you adapted your style in order to work effectively with someone on your team that was different from you.
Situation:
Team project at work.
Teammate had a very different working style (detail-oriented and methodical).
Task:
Needed to collaborate effectively to complete a high-stakes project.
Action:
Meet and discuss, ID strengths and weaknesses
Adjusted my fast-paced approach to accommodate their detailed style.
Scheduled regular check-ins to align on progress and clarify expectations.
Used detailed documentation to ensure clarity and precision.
Result:
Improved collaboration led to a high-quality project delivered on time.
Fostered a stronger working relationship and mutual respect.
Be open minded to tweaking and adapting your approach to match their style. You never know what new tools or ways of working you could learn
By creating a safe and open space for dialogue, we were able to address any challenges or misunderstandings promptly and find mutually agreeable solutions.
Having difficult conversations
Don’t get caught up in the gossip.
Go straight to the employee to open up a conversation. Approach it with an open mind and eagerness to understand where they are coming from.
Show empathy - empathy does not equal to acceptance.
But putting yourself in their shoes and expressing and understanding of their situation will help them open up more.
Determine how you can move forward positively - establishing what if theres something we can do from both sides
Draw up key points of the conversation in writing and follow up appropriately. Whether it be from my side (e.g. promise to seek info/training) or from the employee. Or simply just to give them more time to digest the info and meet up a second time to discuss it
Having uncomfortable conversation can be challenging, but having these tough talks ultimately leads to growth on your team. By approaching sensitive subjects with empathy and care, you can make a difficult discussion productive, and come to a positive outcome.
How would you like your team to feel about their jobs?
heard and valued members of the team
They are inspired to innovate and excel,
they are trusted to perform and they enjoy rising to the occasion.
Their skills contribute to the success of the organization
What is your mgmt style?
I believe in involving my team in decision-making processes, encouraging their input, and taking their ideas into account.
Situation:
Managing a diverse team on a critical project with tight deadlines.
Task:
Ensure team collaboration, productivity, and motivation to achieve project goals.
Action:
Involved the team in decision-making, encouraging input and ideas.
Set clear goals and expectations for everyone.
Provided necessary support and direction by assessing team needs.
Adapted management approach based on different situations to meet team and business needs.
Result:
Created a collaborative and positive work environment.
Team felt motivated and empowered, leading to high productivity.
Overall, my management style is aimed at creating a collaborative, productive, and positive work environment where everyone can thrive and contribute to the success of the company.
STAR Coaching/Feedback/Criticism Deliver feedback to an agent
Situation:
One of our agents’ case notes were not up to standard.
Multiple occasions where the case was managed incorrectly.
Task:
Needed to address the issue to improve the agent’s performance and overall case management.
Action:
Met with the agent 1:1 to discuss the concerns.
Brought specific examples to illustrate the issues.
Got the agent’s feedback to understand his perspective.
Identified gaps in his knowledge of standard operating procedures and quality expectations.
Provided knowledge base articles with clearly written standards.
Shared examples of good case notes and templates.
Explained the importance of accurate notes to prevent cases from being returned by other agents.
Result:
The agent appreciated the feedback and assistance.
Improved understanding and adherence to standard procedures.
Enhanced quality of case notes, leading to smoother case management.
Follow-Up Result:
Regularly checked in with the agent over the next few weeks to offer further support.
Noted a significant improvement in the quality of his case notes and overall case management.
This proactive approach led to a reduction in case rework and increased overall team efficiency.
How to deliver critisism?
When delivering criticism, my intention is always to help the person grow and improve.
By approaching the conversation with understanding, empathy and respect, you can help ensure a positive outcome.
I typically start by asking the person for their perspective and listen actively to what they have to say. Give them the opportunity and respect to explain their thoughts.
I’ll proceed by doing the kiss/slap/kiss method
- Start Positive and highlight their strengths personal to them.
- Describing the specific behavior or action that needs improvement (avoid general statements) and include the why
- From there, I’ll offer suggestions for improvement and work collaboratively with the person to come up with a plan of action. Show that you are invested in helping the person succeed. What can I do to help?
I believe that it’s important to end the conversation on a positive note and to express confidence in the person’s ability to improve.
Why Do You Want This Role?
Leverage my Experience in Customer Care:
4 years in customer care, progressed from agent to senior specialist.
Skilled in coaching, training, and leading teams.
Adaptability to Change:
Managed rapid growth and international expansion.
Developed workflows and collaborated across departments.
Alignment with Toast’s Vision:
Resilient, motivated, and customer-focused.
Believes in open communication and team involvement.
Opportunity for Impact:
Overseeing international customer journeys.
Creating effective support guidelines with cross-functional teams.
Personal Growth:
Career advancement in a dynamic environment.
Excited to take on new challenges and responsibilities.
STAR of improving processes (Kahoot)
Situation:
New hires were receiving inconsistent answers from different agents, indicating a lack of alignment within the team.
Team morale was low, partly due to the lack of fun activities.
Task:
Needed to standardize information provided to new hires and boost team morale.
Action:
Created a proposal for a Kahoot quiz to present to my manager.
Designed the quiz to serve as a fun method for learning and standardizing information.
Allowed agents to participate in the quiz in their own time to avoid disrupting phone lines.
Trialed the quiz with new hires who responded positively, enjoying the competition and finding it helpful for retaining information and understanding subtleties of the process.
Planned to release an Excel sheet with quiz answers and linked references for their future use.
Result:
New hires were more engaged and found the quiz to be a fun and effective way of learning.
The trial indicated that the approach could successfully standardize information across the team.
Anticipated improved consistency in answers provided by agents and a boost in team morale once fully implemented.
STAR collab with other teams (email marketing)
Situation:
The Email marketing module was new, and the product team was unaware of the issues customers were facing.
Task:
Needed to provide the product team with insights into customer issues and feature requests to help improve the product.
Action:
Pulled customer care tickets to gather the voice of the customer, highlighting recurring issues and feature requests. Prioritized the issues and feature requests based on frequency and customer demand.
Initiated and maintained a recurring monthly meeting with the product team to discuss these insights.
Collaborated with the product team to prioritize improvements based on customer feedback.
Identified areas where the support team lacked enablement and created a document detailing frequent issues and their resolutions.
Submitted this document to the enablement team, who published it as an article for support use.
Result:
Engineers were able to make appropriate changes to the product based on customer feedback.
The support team was better enabled to handle issues, leading to improved customer service.
Enhanced communication and collaboration between the customer care and product teams, leading to continuous product improvements.
STAR onboarding
Situation:
New agents were shadowed by tenured agents during their first calls, but the process was inconsistent. Some tenured agents only did call shadowing, and others provided varying levels of information.
This inconsistency meant new agents received different quality and amounts of information, requiring additional follow-up training.
Task:
Standardize the shadowing and training process to ensure all new agents received the same information and quality of guidance.
Action:
Created a set of slides like a manual to standardize the shadowing procedure.
Defined clear expectations for both tenured agents and new hires.
Developed a checklist of information to cover during shadowing sessions.
Result:
Both tenured agents and new hires knew exactly what was expected during the shadowing process.
The checklist ensured all new agents were equipped with the same information, tips, and tools.
Streamlined the process for training other tenured agents to start shadowing new hires, enhancing overall training efficiency.
STAR technical troubleshooting
Situation:
A customer who had been with Toast for only three weeks was receiving an average of five complaints a week about overcharging guests, leading to negative comments on Facebook.
Despite multiple interactions with Toast support, the issue remained unresolved, and the customer was ready to churn.
Task:
Resolve the overcharging issue to retain the customer and restore her trust in the service.
Action:
Listened to her concerns empathetically and offered to help resolve the issue, despite her initial hesitation.
I requested examples and times that it happened to understand it further. With these examples I was able to investigate to common root cause.
Discovered that incremental pre-auth was turned on, causing multiple pending charges to appear on guests’ cards whenever additional items were added to their bills.
Investigated further and requested the engineering team to disable the incremental pre-auth feature.
Explained to the customer that turning off incremental pre-auth would lead to regular pre-auth, with the increased risk of denied charges due to insufficient funds.
Result:
Guests at the restaurant no longer saw multiple pending charges, eliminating the overcharging complaints.
The customer was extremely grateful for resolving the issue and praised my understanding and problem-solving skills.
The customer continued to use Toast and would specifically ask for my assistance during subsequent calls, indicating a restored trust and satisfaction with the service.
What steps do you take when you encounter a new technical issue that you haven’t seen before?
When faced with a new technical issue, I follow a structured approach: first, I gather as much information as possible from the customer. Then, I try to replicate the issue in a controlled environment to understand its scope. I research the problem using internal documentation and knowledge bases, and if needed, escalate it to the engineering team with detailed logs and findings. Throughout this process, I keep the customer informed about the progress
STAR different coaching styles
Situation:
While training different agents, I recognized that people have different ways of learning and being taught.
Task:
Adapt my training approach to meet the individual learning needs of each agent to enhance their training experience and effectiveness.
Action:
Started each training session by discussing my usual methods and inviting feedback from the agents on what works and doesn’t work for them.
Offered flexibility in training, providing either more guidance or greater independence based on the agent’s preference for the initial calls.
Gradually weaned agents off the guidance as they became more confident.
Regularly checked in with agents to identify areas where they struggled and to determine their preferred learning style (reading vs. hands-on practicals).
Collaborated with agents to develop a tailored training plan that best suited their needs.
Result:
Created an environment of open communication and trust.
Agents were more engaged and felt supported during their training.
Improved overall training effectiveness and agent satisfaction, leading to better performance on the job.
Feedback from agents indicated a high level of satisfaction with the training process, and performance metrics showed a reduction in training time and improved proficiency.
STAR Specialist knowledge and training
Situation:
In my role as a senior customer care specialist, I noticed that new hires were consistently struggling with issues related to cash drawers and shift reviews. These topics were not thoroughly covered in the initial training program, leading to frequent errors and a significant amount of additional support required from more experienced agents.
Task:
Recognizing the need for a more effective training approach, I aimed to enable the team to handle these issues independently. My goal was to create resources that would help new hires quickly learn and troubleshoot these problems on their own, reducing the ongoing demand for one-on-one assistance.
Action:
Leveraging my extensive experience and self-taught knowledge, I used the Scribe app to create comprehensive tutorials. These tutorials included step-by-step instructions and screenshots, detailing common issues with cash drawers and shift reviews, along with their troubleshooting procedures. I ensured that the tutorials were easy to follow and addressed the specific pain points that new hires were encountering. After creating the tutorials, I organized a session to introduce these resources to the team and made them readily accessible for future reference.
Result:
The implementation of these tutorials had a profound impact on the team’s efficiency and competence. New hires quickly adapted to resolving cash drawer and shift review issues on their own, significantly reducing the need for repeated, individualized training sessions. The team as a whole became more self-sufficient, and the overall quality of customer support improved. This initiative not only saved time but also empowered the new agents, fostering a more knowledgeable and confident team. Ultimately, this led to enhanced customer satisfaction and a more streamlined support process.