Customer Service Fundamentals – Insurance – CSI1
Introduction
Customer Service Fundamentals – Insurance is a one-year Ontario College Certificate program. This program is designed to give students an overview of business and insurance theory and practice with a focus on customer service and distribution systems.
![Students Looking at a chart with figures](https://ecampusontario.pressbooks.pub/app/uploads/sites/3045/2023/08/Customer-Service-Fundamentals-–-Insurance.jpg)
Why Students Should Take this Program
- This is an excellent introduction to our insurance industry.
- Be job ready in one of our most stable industries in as little as one year!
- Have excellent networking opportunities with our close-knit southwestern Ontario insurance community.
Unique Program Experiences
- Many networking opportunities
- Unique mentoring opportunities with industry professionals
- A SILEx opportunity – you can find out more about our SILEx experience at SILEx and Job Skills for the Future.
Toolkit
Tools and technology that students will take away from the program include:
- Multidisciplinary approach
- Mentoring opportunities
- Job ready skills
Student Experience
- Many on and off campus events
- Meet the Industry night.
- Risk Management case competition
- Broker convention
- Risk management convention
- Career fair : including mock interviews and other career preparedness activities
Your Future Career
Join an extremely stable and vibrantly growing industry in a brokerage as a CSR or broker, in a company as an underwriter or claims adjuster!
Your Future Path
Sample Job 1: Commercial Insurance Advisor
Role entails:
- Helping customers find insurance solutions that meet their needs.
- Ensuring customer satisfaction and offering advice that helps them make informed decisions.
- Creating a trusting environment that fosters sales and customer retention.
- Actively engaging in training and professional development
Sample Job 2: Underwriting Assistant
Role entails:
- Sound judgement
- Assists underwriters in processing renewals and endorsements, while handling straightforward requests of the same
- Answer straightforward inquiries from brokers promptly and courteously.
- Apply underwriting strategies in accordance with company guidelines and personal underwriting authorities
Sample Job 3: Field Claims Representative
Role entails:
- Evaluate and analyze the information gathered, insurance wording, and damages to determine what is covered in each situation.
- Evaluate the potential liability of the insured and third parties by consulting with experts.
- Negotiate with clients, claimants, attorneys, and insurers to settle claims within your authority.
- Collaborate effectively with various teams, including appraisal, underwriting, and legal
To learn about the Customer Service Fundamentals – Insurance program, including the description, admission requirements and courses, see the program website.