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Flexible Content

Successful Starts for CSRs

Increase your confidence and professionalism to start a successful career as a customer service representative.

Bottom-Line Benefits

Increase your understanding of risk management and insurance so that you can better market and deliver products. In this course you will build a foundation of basic risk management and insurance principles, increase confidence and gain key communication and professional skills for starting a successful career.

Every course has benefited my career in some fashion. Many times when making a decision on a promotion, your education will help in making you the more desired choice for the position you are going for.

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Tracie Warder CPCU, AU, AINS Commercial Farm Ranch Consultant at American Family Insurance

Course Details

Successful Starts for CSRs

Build a foundation in basic risk management and insurance principles to increase your confidence and professionalism.

  • Demystifying the Insurance Marketplace
  • Increasing Your Insurance IQ
  • Understanding The Importance of Risk Management to Your Customers
  • Explaining Why Insurance is a Good Financial Decision
  • Marketing and delivering the insurance product
  • Following The Journey From Prospect to Customer
  • Providing Quality Customer Service
Course Level
Average Completion Time
2-3 Hours

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Gain confidence and make better business decisions through a broad understanding of risk management and insurance.