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Customer Service

Thrive in your current role and position yourself for future career advancement. Get the tools and skills you need to be a better resource for your customers and stand out in your job.

Move forward with confidence

You have the drive. We have the courses, tools and resources you need to master customer service while preparing for your next big opportunity. The Institutes can help you advance on your path to success.

3.8k students per year are employed in customer service roles and are actively participating in risk management and insurance education from The Institutes.

82% of program completers believe Institutes designations added value to their current role.

77% of students said that earning their designation has helped them achieve their career goals.

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Customer Service Professionals

Designation Most Popular

Associate in Insurance

Quickly master the basics of insurance, and understand how different insurer functions work together to create, deliver and support products, and how your role fits in. Learn more about the Associate in Insurance (AINS), or get started now! Order your course materials and exams below.

Topic Course

Successful Starts for CSRs

Gain the knowledge you need to quickly and confidently support your clients and grow your customer base. Provide an optimal customer service experience and set yourself up for success with an increased understanding of communication skills as well as risk management and insurance principles.

Designation

Accredited Customer Service Representative-Commercial Lines

Increase value to your agency and maximize profit for commercial customers by identifying areas of potential risk, and apply problem-solving solutions customized to their goals. Acquire a strong understanding of exposure and commercial coverages including property, liability, and automobile.

Topic Course

Successful Starts for CSRs

Gain the knowledge you need to quickly and confidently support your clients and grow your customer base. Provide an optimal customer service experience and set yourself up for success with an increased understanding of communication skills as well as risk management and insurance principles.

Topic Course Most Popular

Introduction to Risk Management and Insurance

Confidently serve your customers with an understanding of basic risk management and insurance principles. Build a foundation in insurance functions and regulation, the risk management process, and the claims and underwriting decision processes.

Designation Most Popular

Associate in Insurance

Quickly master the basics of insurance, and understand how different insurer functions work together to create, deliver and support products, and how your role fits in. Learn more about the Associate in Insurance (AINS), or get started now! Order your course materials and exams below.

Designation

Accredited Customer Service Representative-Commercial Lines

Increase value to your agency and maximize profit for commercial customers by identifying areas of potential risk, and apply problem-solving solutions customized to their goals. Acquire a strong understanding of exposure and commercial coverages including property, liability, and automobile.

Designation Most Popular

CPCU

Gain professional confidence and a high-level understanding of underwriting, claims, finance, and risk, while earning the most trusted credential in risk management and insurance.  Learn more about the CPCU, or get started now! Order your course materials and exams below.

Designation

Associate in Insurance Services

Improve your productivity and efficiency while learning how to identify and improve key business processes. Earn your AIS™ with one more course after completing other designations. Learn more about the Associate in Insurance Services (AIS), or get started now! Order your course materials and exams below.

Designation Most Popular

CPCU

Gain professional confidence and a high-level understanding of underwriting, claims, finance, and risk, while earning the most trusted credential in risk management and insurance.  Learn more about the CPCU, or get started now! Order your course materials and exams below.

Designation

Accredited Customer Service Representative-Commercial Lines

Increase value to your agency and maximize profit for commercial customers by identifying areas of potential risk, and apply problem-solving solutions customized to their goals. Acquire a strong understanding of exposure and commercial coverages including property, liability, and automobile.

Seminar

Executive Education

Stimulate strategic leadership thinking focused on risk management and insurance with The Institutes’ Executive Education at the University of Virginia Darden School of Business.

The Institutes courses provided me with a better understanding of the insurance world as a whole and have helped prepare me for my future as an insurance professional.

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Meg Griffith CPCU, AU-M Client Outcome Specialist

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Insurance Essentials

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Gain a basic understanding of risk management and insurance concepts. Learn key terms and definitions, understand the different types of insurance, and explore how insurance affects society and the economy.