Customer Service for the Insurance Professional Program

Insurance brokers are in the business of customer service. Your ability to deliver an exceptional customer experience is critical to your professional success and that of your brokerage.

In this four-part program developed by the Insurance Brokers Association of Canada, you will explore every aspect of brokerage operations from a customer service perspective, honing the skills required to ensure your office maintains a consistent, high-quality, customer-first approach in all market conditions.

About the Course

In partnership with the Insurance Brokers Association of Nova Scotia, the Customer Service for the Insurance Professional (CSIP) program is delivered in four separate modules over the span of four months. Each module consists of a two day-long webinar, which is eligible for six (6) CE credit hours (for a total of 24). There is no final examination. Students successfully completing all four modules will receive a certificate of completion. CSIP is suitable for new brokers, seasoned producers, and brokerage leaders alike.

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, Workflows & Their Impact on Client Service

E&O Liability Exposure
Office Efficiency
Industry Issues

Module 4: The Broker & the Law

Inadequate Coverage
Industry Organization
Career Development

Upcoming Intakes

There are no upcoming modules at this time. If you would like to be placed on a list to be notified of the next available offering, please contact education@ibas.ca.

Visit the IBAS courses and events page to register for upcoming sessions.