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Successful Starts for Insurance Customer Service Representatives (CSRs)

Get your newly hired CSRs up to speed and confidently providing customer service that retains and grows client accounts with our online customer service training.


Successful Starts for CSRs is designed to help newly hired insurance agency or brokerage customer service representatives quickly and confidently take on their role. This online course helps them build their knowledge of basic insurance principles and gain important communication skills so they can effectively retain and grow your client base.

Topics Covered:

  • Demystifying the insurance marketplace
  • Increasing insurance IQ
  • Understanding the importance of risk management to 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
Program Level:


Delivery Method:


Estimated Timeframe:

2 to 3 hours

Recommended For:

New CSRs at agencies, brokerages and managing general agencies with no prior insurance background and new producers with no prior insurance background

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