Customer Service Fundamentals – Insurance – CSI1
Introduction
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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.
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
- Networking opportunities
- Unique mentoring opportunities with industry professionals
- A SILEx opportunity – you can learn 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, including:
- Meet the Industry Night
- Risk Management case competition
- Broker convention
- Risk management convention
- The career fair includes 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. Some sample job descriptions can be found below.
Sample Job 1: Commercial Insurance Advisor
Role entails:
- Helping customers find insurance solutions that meet their needs.
- Ensure customer satisfaction and offer 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.
