Customer Service for the Insurance Professional (CSIP)
CSIP is a four-part certificate program dealing with the critical service 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 correspondence or through in-class seminars. With correspondence, 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.

Module 1:
The Role of The Broker
  • Quality Service and its Benefits
  • Client Expectations
  • Client Service Roles
  • Communication Skills
 Module 2:
Adding Value to your Brokerage
  • Selling Skills
  • Client Negotiation
  • Public Relations
  • Time Management
Module 3:
Brokerage Operations
  • Automation
  • Office Procedures
  • E&O
  • Money Handling
 Module 4:
Industry Issues
  • The Broker and the Law
  • Inadequate Coverage
  • Industry Organization
  • Career Development

Recommended For: New staff or great refresher for seasoned staff

Facilitator: 
  • Program Facilitator: Beverly Russell
  • Sales Content Facilitator: Derek Faulconer
  • E&O Content Facilitator: Hugh Fardy

Recommended for: Customer Sales - Service Reps/Producers

IBAO Toronto Dates:
  • Module 1 – Tuesday, February 23, 2010
  • Module 2 – Wednesday, February 24, 2010
  • Module 3 – Wednesday, April 7, 2010
  • Module 4 – Thursday, April 8, 2010

Time:   9:00 am – 4:30 pm

RIBO Accreditation:
  • Module 1 - 6 Personal Skills
  • Module 2 - 6 Management Hours
  • Module 3 - 6 Personal Skills
  • Module 4 - 6 Management Hours

Cost:   
  • $199.00/per module
  • Members only
  • Includes materials and lunch


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