Customer Service Courses and Programs
Browse our full list of courses tailored to the needs of customer service representatives in risk management and insurance. Whether you’re looking to grow your foundational, technical, or leadership skills, our programs are designed to help you stay ahead of evolving trends, deepen your knowledge of insurance products, and answer questions about coverage options like a pro.
Use these links* to find the appropriate level for your career experience:
Recommended
Not sure where to start? Take a look at a few of our most popular courses that address the key account management skills every customer service rep should master.
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Accredited Customer Service Representative (ACSR™)
Course Title PDU Price Description Course No. ACSR 321-Becoming a Successful CSR 12 $299 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. CACSR321F ACSR 332-Addressing Coverage Inquiries 12 $299 Review the HO-3 policy and personal liability options to address client questions on coverage options. CACSR322F M-AB 132-Understanding P&C Ratemaking and Pricing 3.16 $79 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts. M-AB 132F -
Successful Starts
Course Title PDU Price Description Course No. Successful Starts for CSRs 3 $75 Gain the confidence and professionalism you need to succeed in your new customer service role. ONB 201
Foundational
If you’re new to risk management and insurance or starting a new role, our foundational courses and programs will help you gain a deeper understanding of RMI fundamentals.
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AI Online Courses
Course Title PDU Price Description Course No. Enhancing Marketing Strategies With AI 3.16 $79 Better segment and target customers by learning how AI can transform marketing strategies, helping you stand out from the competition. AI-MKTG Streamlining the Sales Process With AI 3.16 $79 Better serve your clients by discovering how AI streamlines policy renewals to increase customer retention and boost efficiencies. AI-SALE -
Essential Business Skills for Insurance Professionals
Course Title PDU Price Description Course No. Fundamental Business Skills 1 $25 Gain a competitive edge by combining key skills like basic finance and time management with effective interpersonal communications and emotional intelligence. BUS 212 Management Training 2 $50 Learn the basics of employment law, performance management, and coaching. Develop the interpersonal skills and the perspective to help you deliver on organizational expectations. BUS 215 Follow-Up Coaching 1 $25 Maximize the benefits of employee training by understanding how to develop your employees. Managers and prospective managers will see the fundamentals of performance management in action. BUS 216 -
Essentials Online Courses
Course Title PDU Price Description Course No. Claims Essentials 4 $99 Learn how to support customers with their losses and understand how claims fits into the insurance value chain. ESSN-CLM Insurance Essentials, 2nd Ed 4 $99 Set yourself up for success with a strong foundation of risk management and insurance knowledge. ESSN-INS Sales & Marketing Essentials 4 $99 Learn how to connect with customers, differentiate insurance products, and support revenue growth at your organization. ESSN-SAL Underwriting Essentials 4 $99 Build the skills to assess risk, make smart coverage decisions, and collaborate effectively with colleagues. ESSN-UND -
Ethics
Course Title PDU Price Description Course No. Ethical Decision Making in Risk and Insurance: 2ndt Ed nan $Free Build an ethical framework and gain skills to effectively navigate ethical dilemmas and foster integrity in risk management and insurance. 311CE Insurance Ethics nan $Part of PTC1 Package Equip yourself to fairly resolve problems, effectively communicate with customers, and adhere to laws and regulations with this comprehensive exploration of ethical conduct. PTC1-603-CE -
Insurance Principles
Course Title PDU Price Description Course No. Insurance Regulation, 7th Ed 2 $50 Discover how regulations govern the practices of insurers per state, how insurers develop insurance rates, the role of NAIC, and more. PRIN 203 Understanding Insurance, 7th Ed 2 $50 Gain a better understanding of the framework of insurance by discussing the major roles of insurance, common types of insurance, and functional areas of an insurer. PRIN 209 -
Introduction Courses
Course Title PDU Price Description Course No. Communicating Effectively, 2nd Ed 1 $25 Learn how to use the communication process in claim handling and to employee active listening skills in claim handling. CLM 414 Fundamentals of Property-Casualty Insurance, 1st Ed 3 $75 Get an introduction to insurance principles. Ideal for professionals who are new to the insurance business or who work in nontechnical positions in the industry and would like to learn more about the insurance mechanism. GEN 201 Introduction to Risk Management and Insurance: 1st Ed 6.8 $170 Develop an understanding of property-casualty insurance, risk management, underwriting, and claims in this four- to six-week online course. RMI 315 Overview of Insurance 2nd Ed 1 $25 Gain new skills and confidence in your understanding of essential insurance concepts and how to apply them to your everyday work. BUSSKL-001 -
Successful Starts
Course Title PDU Price Description Course No. Cyber Risk Fundamentals 3 $75 Discover how cyber risk loss exposures are covered and how to effectively manage your client’s emerging cyber loss exposures. CYB 201 Insurance Business Fundamentals 2 $50 Learn about the benefits of insurance to its purchasers, the functions within insurance organizations, and more. CFBS1 Insurance Ethics Fundamentals 1 $25 Learn frameworks for resolving ethical dilemmas and how to conduct yourself competently and ethically to ensure that consumers receive the benefits they expect. CFET1 Successful Starts for CSRs 3 $75 Gain the confidence and professionalism you need to succeed in your new customer service role. ONB 201 -
MICRO-COURSES - Business Acumen
Course Title PDU Price Description Course No. The Insurance Business 1.5 $37 Discuss the evolution of insurance, the benefits of insurance, why insurance is regulated, insurer solvency, and the prevention of destructive competition. ML 002 The Insurance Product 1.5 $37 Learn about how insurance policies are structured, preprinted and manuscript forms, self-contained and modular policies, and other documents that a policy can contain. ML 003 -
MICRO-COURSES - Foundations
Course Title PDU Price Description Course No. Micro-course: Insurance Basics 1.5 $37 Build a solid foundation of insurance fundamentals and gain an understanding of the key elements of how insurance works, as well as how it benefits society. SAOIF1 Micro-course: Insurance Financial Basics 1.5 $37 Gain an overview of insurance transactions, as well as insights into insurer profits and how they are used. SAOIF2 Micro-course: Insurance Operations 1.5 $37 Gain an overview of insurance companies and the roles of their producers, as well as regulation and ethics as they apply to the insurance landscape. SAOIF3 -
MICRO-COURSES - New Hire Onboarding P&C Content
Course Title PDU Price Description Course No. Micro-course: Categories of Insurers and Services to the Insurance Industry 1 $25 Explore the three main types of insurance: property-casualty, life and health, and reinsurance. Learn about the various forms of insurer ownership and the different roles producers play. ONB 207 Micro-course: Ethics and Regulation 1 $25 Explore insurers’ ethical and legal requirements. Learn how insurance benefits society, describes the importance of ethical behavior from both insurers and insureds, and outlines the United States insurance-regulation framework. ONB 205 Micro-course: Financial Overview 1 $25 Dive into the financial side of insurance, including how and why insurers earn profits, how to measure an insurer’s profits, the importance of return on surplus, and how insurers spend premiums. ONB 204 Micro-course: Insurer Departments and Their Tasks 1 $25 Explore the differences between centralized and decentralized organizational structures, including various departments unique to the insurance industry. ONB 206 Micro-course: Industry Overview 1 $25 Understand the basics of the risk management and property-casualty insurance landscape, including the nature of risk and the fundamentals of pooling before describing a typical insurance transaction. ONB 203 -
Associate in Insurance (AINS®)
Course Title PDU Price Description Course No. AINS 101-Increasing Your Insurance IQ 14 $349 Put insurance basics into practice and gain the ability to collaborate with colleagues from different departments. C101F AINS 102-Understanding Personal Insurance 14 $349 Learn the basics of key personal coverages and how insurer roles work together to deliver personal insurance solutions. C102F AINS 103-Exploring Commercial Insurance 14 $349 Learn commercial coverage fundamentals and how different insurer roles interact with businesses to select coverage and pay claims. C103F
Technical
If you want to advance in your role and become an expert in your field, our technical courses and programs will provide you with in-demand and in-depth skills you can use right away.
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General
Course Title PDU Price Description Course No. Personal Insurance Overview, 3rd Ed 2 $50 Examine elements of loss exposure (property and liability), personal financial planning loss exposures, the risk management process and techniques, and common policy provisions and analysis. PER 201 Managing Absence and Productivity Issues 4.4 $110 Learn best practices for developing absence management strategies and other tools for driving employee productivity. IFEBP 031-OL Delivering Quality Customer Service 6 $150 Learn how to provide exceptional customer service, build strong relationships, and boost client satisfaction with practical skills you can apply right away. -
MICRO-COURSES - Digital Literacy
Course Title PDU Price Description Course No. Micro-course: Communicating Like a Professional 1.5 $37 Learn how to communicate professionally in the digital workplace through emails, presentations, and insurance-related documents. DL 201 Micro-course: Appropriately Sharing Business Information 1.5 $37 Learn how to discern which business information should be shared and how to protect sensitive data. DL 202 Micro-course: Thinking Critically on the Job 1.5 $37 Learn how to evaluate sources of information and think critically on the job. DL 203 -
Accredited Adviser in Insurance (AAI®)
Course Title PDU Price Description Course No. AAI 330-Managing a Thriving Agency: 1st Ed 12 $299 Master the skills to recruit, train, and retain employees through your agency’s career pathing, succession planning, culture, and common goals. CAAI330 -
Accredited Customer Service Representative (ACSR™)
Course Title PDU Price Description Course No. ACSR 321-Becoming a Successful CSR 12 $299 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. CACSR321F ACSR 332-Addressing Coverage Inquiries 12 $299 Review the HO-3 policy and personal liability options to address client questions on coverage options. CACSR322F M-AB 132-Understanding P&C Ratemaking and Pricing 3.16 $79 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts. M-AB 132F
Leadership
If you’re looking to grow your expertise and become a trusted voice within risk management & insurance, our leadership courses and programs will help develop your mindset and skills in strategic decision-making and more.
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MICRO-COURSES - Leading and Managing People
Course Title PDU Price Description Course No. Micro-course: Cultivating Successful Teams 1.5 $37 Explore how you can motivate key stakeholders, manage organizational change, and lead with the emotional intelligence required to keep your teams at the top of their game. ML 013 Micro-course: Positioning Employees for Success 1.5 $37 Become equipped to recruit the right employees, align their performance with strategic goals, and cultivate leaders for long-term growth. ML 014 Micro-course: Connecting with Stakeholders 1.5 $37 Explore the fundamentals of effective communication and collaboration, equipping you to effectively deliver your message. ML 015 -
Associate in Claims–Management (AIC-M™)
Course Title PDU Price Description Course No. AIC 330 - Leading a Successful Claims Team 1st Ed 15.96 $399 Build your strategic leadership skills while learning competitive claims management strategies. CAIC330 -
Associate in Management (AIM™)
Course Title PDU Price Description Course No. AIM 330-Leading in an Evolving Risk Environment 1sr Ed 16 $399 Learn how to manage a team and mitigate enterprise risks in your day-to-day work. Successfully lead a team, advocate for your employees, collaborate with stakeholders, and build an engaged culture within your company. CAIM330F AIM 331-Managing Strategic Threats and Opportunities 1st Ed 16 $399 Learn how to strategically leverage data so you can contribute to your organization’s growth and success. Effectively interpret risk data and connect risk to strategy, protect data assets, and implement a data analytics strategy. CAIM331F -
CPCU®
Course Title PDU Price Description Course No. CPCU 500-Becoming a Leader in Risk Management and Insurance 1st Ed R: 20 O: 16 $399- $519 Gain tangible leadership skills to help you take the next step in your career. Make strategic business decisions, confidently lead teams, think critically to develop solutions, and recommend risk management approaches. C500F CPCU 520-Meeting Challenges Across Insurance Operations 1st Ed R: 20 O: 16 $399 - $519 Build the foundation you need to understand the business of insurance, so you can better collaborate and prepare for real-world scenarios to improve your operational effectiveness. C520F CPCU 530-Applying Legal Concepts to Insurance 1st Ed R: 20 O: 16 $399 - $519 Develop skills to minimize your organization’s legal risks and successfully navigate the ever-changing insurance landscape while familiarizing yourself with United States property-casualty law. C530F CPCU 540-Contributing to Insurer Financial Performance 1st Ed R: 20 O: 16 $399 - $519 Learn how to apply key accounting concepts and principles in your day-to-day work to make strategic financial decisions and improve your organization’s bottom line. C540F CPCU 550-Maximizing Value With Data and Integrity 1st Ed R: 20 O: 16 $399 - $519 Learn how to leverage data and technology to drive strategic decisions, strengthen the insurance value chain, and elevate your organization's competitive advantage. C550F CPCU 551-Managing Commercial Property Risk 1st Ed R: 20 O: 16 $399 - $519 Learn how to think critically about commercial property loss exposures so you can confidently develop and recommend the right solutions for your customers. C551F CPCU 552- Managing Commercial Liability Risk 1st Ed R: 20 O: 16 $399 - $519 Learn how to analyze customers' commercial liability loss exposures so you can recommend the best coverage options. Gain skills to help you evaluate cyber exposures, recommend risk management strategies, and more. C552F CPCU 555-Advancing Personal Insurance Products 1st Ed R: 20 O: 16 $399 - $519 Gain the skills you need to clearly explain and recommend personal insurance options. Analyze home and personal auto loss exposures, identify life and health insurance gaps for customers, recommend personal investment strategies, and more. C555F CPCU 556-Building a Competitive Edge in Personal Lines 1st Ed R: 20 O: 16 $399 - $519 Develop and implement personal lines marketing and underwriting strategies to effectively promote products. Gain skills to assess personal lines portfolios, evaluate loss exposures, control losses and expenses, and more. C556F CPCU Matriculation 3.6 $90 CPCU Matriculation is a requirement to earning the CPCU designation, and includes content covering the CPCU Canons, as well as digital forms that validate your professional experience and ethical standards. MATRIC-OL
*Looking to order a course that isn't linked / available on the website? Please reach out to Sales@TheInstitutes.org with the course title and number you’re interested in.