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 2021 Course Schedule
- Module 1 – September 21 & September 23, 2021
- Module 2 – October 19 & October 21, 2021
- Module 3 – November 23 & November 25, 2021
- Module 4 – December 14 & December 16, 2021
Upcoming 2022 Course Schedule
- Module 1 – February 15 & February 17, 2022
- Module 2 – March 15 & March 17, 2022
- Module 3 – April 5 & April 7, 2022
- Module 4 – May 17 & May 19, 2022
All Workshop Webinar Times: 1:00pm – 4:30pm
Facilitated by: Katrina Hueging, CAIB, CPIB
