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
All four modules are taught over the course of a 4-month period consisting of a 2 – ½ day webinar sessions for each module. Recommended for individuals who benefit from peer-to-peer interaction and prefer learning in a group environment.
SCHEDULE – CSIP
Webinar Discussion Group
Upcoming 2020 Course Schedule
- Module 1 – September 22 & September 24, 2020
- Module 2 – October 27 & October 29, 2020
- Module 3 – November 24 & November 26, 2020
- Module 4 – December 15 & December 17, 2020
Upcoming 2021 Course Schedule
- Module 1 – January 26 & January 28, 2021
- Module 2 – February 23 & February 25, 2021
- Module 3 – March 16 & March 18, 2021
- Module 4 – April 13 & April 15, 2021
All Workshop Webinar Times: 1:00pm – 4:30pm
Facilitated by: Katrina Hueging, CAIB, CPIB
