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.
-
Accredited Customer Service Representative (ACSR™)
Course Title Price Description ACSR 321-Becoming a Successful CSR $309 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. ACSR 322-Addressing Coverage Inquiries $309 Review the HO-3 policy and personal liability options to address client questions on coverage options. M-AB 132-Understanding P&C Ratemaking and Pricing $85 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts. -
Successful Starts
Course Title PDU Price Description Successful Starts for CSRs 3 $75 Gain the confidence and professionalism you need to succeed in your new customer service role. -
General
Course Title PDU Price Description 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.
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.
-
AI Online Courses
Course Title PDU Price Description 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. 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. -
Essential Business Skills for Insurance Professionals
Course Title PDU Price Description 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. 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. 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. -
Essentials Online Courses
Course Title PDU Price Description Claims Essentials 4 $99 Learn how to support customers with their losses and understand how claims fits into the insurance value chain. Insurance Essentials, 2nd Ed 4 $99 Set yourself up for success with a strong foundation of risk management and insurance knowledge. Sales & Marketing Essentials 4 $99 Learn how to connect with customers, differentiate insurance products, and support revenue growth at your organization. Underwriting Essentials 4 $99 Build the skills to assess risk, make smart coverage decisions, and collaborate effectively with colleagues. -
Ethics
Course Title PDU Price Description Ethical Decision Making in Risk and Insurance NA Free Build an ethical framework and gain skills to effectively navigate ethical dilemmas and foster integrity in risk management and insurance. Insurance Ethics NA 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. -
Insurance Principles
Course Title PDU Price Description 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. 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. Insurance Business Fundamentals 2 $50 Learn about the benefits of insurance to its purchasers, the functions within insurance organizations, and more. 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. -
Introduction Courses
Course Title PDU Price Description 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. 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. 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. -
Successful Starts
Course Title PDU Price Description 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. Successful Starts for CSRs 3 $75 Gain the confidence and professionalism you need to succeed in your new customer service role. -
MICRO-COURSES - Business Acumen
Course Title PDU Price Description 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. 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. -
MICRO-COURSES - Foundations
Course Title PDU Price Description 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. 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. 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. -
MICRO-COURSES - New Hire Onboarding P&C Content
Course Title PDU Price Description 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. 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. 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. 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. 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. -
Associate in Insurance AI™ (AIAI™)
Course Title Price Description AIAI 301: Mastering AI Fundamentals $415 Improve your overall AI literacy and prompt techniques so you can effectively translate AI concepts into practical use cases. Understand how to use AI strategically, evaluate real-world applications in risk management and insurance, and apply ethical principles to AI tools responsibly while recognizing their limits. AIAI 302: Enhancing the Insurance Value Chain With AI $415 Build practical skills to leverage AI across insurance operations to optimize workflows and processes. Learn how to effectively assess AI applications across underwriting, claims, and marketing; identify opportunities to improve efficiencies; and apply generative AI tools. AIAI 303: Leading Effectively in an AI Culture $415 Effectively embrace and lead AI-driven transformation across your organizational culture and teams. Understand how to cultivate an AI-ready culture, learn how to guide AI implementation responsibly, and explore approaches to managing AI-related risks and ethical practices. -
Associate in Insurance (AINS®)
Course Title Price Description AINS 101-Increasing Your Insurance IQ $359 Put insurance basics into practice and gain the ability to collaborate with colleagues from different departments. AINS 102-Understanding Personal Insurance $359 Learn the basics of key personal coverages and how insurer roles work together to deliver personal insurance solutions. AINS 103-Exploring Commercial Insurance $359 Learn commercial coverage fundamentals and how different insurer roles interact with businesses to select coverage and pay claims.
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.
-
General
Course Title PDU Price Description 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. Managing Absence and Productivity Issues 4.4 $110 Learn best practices for developing absence management strategies and other tools for driving employee productivity. 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 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. 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. Micro-course: Thinking Critically on the Job 1.5 $37 Learn how to evaluate sources of information and think critically on the job. -
Accredited Customer Service Representative (ACSR™)
Course Title Price Description ACSR 321-Becoming a Successful CSR $309 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. ACSR 322-Addressing Coverage Inquiries $309 Review the HO-3 policy and personal liability options to address client questions on coverage options. M-AB 132-Understanding P&C Ratemaking and Pricing $85 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts.
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.
-
MICRO-COURSES - Leading and Managing People
Course Title PDU Price Description 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. 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. Micro-course: Connecting with Stakeholders 1.5 $37 Explore the fundamentals of effective communication and collaboration, equipping you to effectively deliver your message. -
Adviser in Insurance-Management (AAI-M™)
Course Title Price Description AAI 330-Managing a Thriving Agency: 1st Ed $319 Master the skills to recruit, train, and retain employees through your agency’s career pathing, succession planning, culture, and common goals. -
Associate in Claims–Management (AIC-M™)
Course Title Price Description AIC 330 - Leading a Successful Claims Team 1st Ed $399 Build your strategic leadership skills while learning competitive claims management strategies. -
Associate in Management (AIM™)
Course Title Price Description AIM 330-Leading in an Evolving Risk Environment 1sr Ed $415 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. AIM 331-Managing Strategic Threats and Opportunities 1st Ed $415 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. -
CPCU®
Course Title Price Description CPCU 500-Becoming a Leader in Risk Management and Insurance 1st Ed $419- 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. CPCU 520-Meeting Challenges Across Insurance Operations 1st Ed $419- 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. CPCU 530-Applying Legal Concepts to Insurance 1st Ed $419- 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. CPCU 540-Contributing to Insurer Financial Performance 1st Ed $419- 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. CPCU 550-Maximizing Value With Data and Integrity 1st Ed $419- 519 Learn how to leverage data and technology to drive strategic decisions, strengthen the insurance value chain, and elevate your organization's competitive advantage. CPCU 551-Managing Commercial Property Risk 1st Ed $419- 519 Learn how to think critically about commercial property loss exposures so you can confidently develop and recommend the right solutions for your customers. CPCU 552- Managing Commercial Liability Risk 1st Ed $419- 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. CPCU 555-Advancing Personal Insurance Products 1st Ed $419- 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. CPCU 556-Building a Competitive Edge in Personal Lines 1st Ed $419- 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. CPCU Matriculation $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. -
Masterclasses
Course Title PDU Price Description Strategic Leadership in Insurance and Risk Management 3 $79 Identify your leadership strengths and gaps so you can become a steady influence within your organization. This course will help you boost your acumen in five critical areas that define effective leadership and boost your confidence to inspire others. AI and the Insurance Value Chain 3 $79 Learn how artificial intelligence is transforming insurer operations and decision-making by exploring how to fuel technology with data as well as how AI can upskill underwriters, claims reps, and producers to make more empowered decisions. Communicating Effectively in a Global Marketplace 3 $79 Explore how personality and cultural differences influence workplace and international communication. This course will help you deliver clearer messages and avoid misunderstandings by developing your cultural intelligence (CQ). Coaching and Mentoring RMI Professionals 3 $79 Develop the skills to guide others with empathy and purpose by improving your interpersonal skills and learning active listening techniques. This course will equip you to build lasting relationships with both clients and colleagues. Mastering Consultative Selling 3 $79 Learn how to apply consultative selling techniques to build a stronger pipeline, improve client conversations, and communicate value more effectively. * Volume discounts do not apply to Masterclasses.
*Looking to order a course that isn't linked / available on the website? Please reach out to Sales@TheInstitutes.org with the course title you’re interested in. Please note that volume discounts do not apply to Masterclasses.