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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.


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

Course Options:

1) Self Study

2) Webinar Discussion Class Course

All four modules are taught over the course of a 4-month period consisting of a 2 day webinar session for each module. Recommended for individuals who benefit from peer-to-peer interaction and prefer learning in a group environment.

Facilitated by: Rhonda Kachurowski, CIP, CAIB

Upcoming Courses
Date Course
available now CSIP Module 1 - Self Study
available now CSIP Module 2 - Self Study
available now CSIP Module 3 - Self Study
available now CSIP Module 4 - Self Study