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THE CUSTOMER SERVICE FOR THE INSURANCE PROFESSIONAL FOUR-PART PROGRAM
The Customer Service for the Insurance Professional four-part program deals 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 who 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.
PROGRAM OVERVIEW
The Customer Service for the Insurance Professional course is different from other courses in that there are no examinations to write. Students work through the program, which consists of four modules, at their own pace with the assistance of a mentor (e.g. manager, owner) within their brokerage office. The mentor provides students with guidance in areas where they require assistance, and reviews the student’s answers to exercises in each module. Your association also may deliver this through seminar format. A certificate of completion is issued to the student once verification of completion is received from the mentor.
PROGRAM OUTLINE
The Role of the Insurance Broker
- Understanding the Broker’s Role
- Quality Service and its Benefits
- Client Expectations
- Effective Communications
Adding Value to your Brokerage
- Selling Skills
- Client Negotiation
- Public Relations
- Time Management
Brokerage Operations
Office procedures and brokerage workflows and their impact on:
- Client Service
- Errors and Omissions Liability Exposure
- Office Efficiency
Industry Issues
- The Broker and the Law
- Inadequate Coverage
- Industry Organization
- Career Development
For more information or to register, contact a professional development specialist in your provincial insurance brokers association. »
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