CSIP – Customer Service for the Insurance Professional

As a customer service representative, your ability to deliver excellent service to your clients is critical to your brokerage’s success. In this four-part program, you will explore every aspect of brokerage operations from a customer service perspective. You will develop the skills required to ensure that your office maintains a consistent, high quality, customer service approach in all market conditions. The Customer Service for the Insurance Professional program is an excellent resource, whether you are new to the insurance brokerage field or a seasoned professional.

ABOUT THE COURSE

Module 1:

The Role of the Insurance Broker

  • Understanding the Broker’s Role
  • Quality Service and its Benefits
  • Client Expectations
  • Effective Communications

Module 2:

Adding Value to your Brokerage

  • Selling Skills
  • Client Negotiation
  • Public Relations
  • Time Management
  • Brokerage Operations

Module 3:

Office procedures and brokerage workflows and their impact on Client Service

  • E&O Liability Exposure
  • Office Efficiency
  • Industry Issues

Module 4:

The Broker and the Law

  • Inadequate Coverage
  • Industry Organization
  • Career Development
  • CSIP Discussion Group
  • Workshop Sessions

All four modules are taught over the course of a 4-month period consisting of a 1 full day session for each module. Recommended for individuals who benefit from peer-to-peer interaction and prefer learning in a group environment.

SCHEDULE – CSIP

DISCUSSION GROUP

Module 1 – December 14, 2017
Module 2 – January 4, 2018
Module 3 – February 22, 2018
Module 4 – March 22, 2018

Workshop Times: 8:30am – 12:00pm

PRICING – CSIP

MEMBERS

NON-MEMBERS

Discussion Group and Self Study

Cost per Module

$250

$300

CSIP Self-Study

Cost per Module

$165.00

$195.00

Other Fees and Information

Exam Re-write fee

$139.00

Re-registration fee (current text required)

$150.25

Fee charged on all returned cheques

$20.00
(GST included)

Payment can to made by company, cheque, Visa or Mastercard. We do not accept personal cheques.

While membership in IBAM is not a pre-requisite of this course, membership IS required for the use of the CAIB designation


WHERE DO YOU NEED TO GO?