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

PRICING – CSIP

MEMBERS

NON-MEMBERS

Webinar Discussion Class

Cost per Module

$250.00

$300.00

Self Study

Cost per Module

$165.00

$195.00

Other Fees and Information

Module Re-registration fee (current text required)

$25.00

Fee charged on all returned cheques

$20.00
(GST included)

Fees include a non-refundable charge of $40.00. Payment nonrefundable once package containing course materials has been opened.

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?