CSIP is a four-part certificate program dealing with the critical services role of the Customer Service Representative. It looks at every aspect of brokerage operations from a customer service perspective and focuses on the exact job functions of those that deal with clients. This program will help ensure that your office maintains a consistent, high quality, customer service approach in all market conditions. It is an excellent resource for any new person to the insurance brokerage field and a great refresher for seasoned employees.
It is offered through self study format or in-class seminars. In the self study format, students work through the program at their own pace with the assistance of a mentor (manager, owner) within their brokerage office. There are no exams to write.
With self study, each student must have a “mentor” designated at the time of registration as you wish. Some choose to have weekly study sessions, while other mentors make themselves available should questions arise.
At the end of each module, there is a summary and review of the text, including multiple choice and short answer questions. Your mentor reviews your answers to these questions and verifies your successful completion of the module. You will receive an attractive certificate of completion.| Module 1: The Role of The Broker
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Module 2: Adding Value to Your Brokerage
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Module 3:
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Module 4: Industry Issues
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Recommended for: New Staff or great refresher for Seasonal Staff
RIBO Accreditation:
- Module 1 - 8 Personal Skills
- Module 2 - 8 Management Hours
- Module 3 - 8 Personal Skills
- Module 4 - 8 Management Hours
Cost: Per module - $165.00 - members only
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