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205-530 Kenaston Blvd. Winnipeg, Manitoba R3N 1Z4Ph: 204.488.1857Fx: 204.489.0316Toll Free:1.800.204.5649Email: info@ibam.mb.ca
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CUSTOMER SERVICE FOR THE INSURANCE PROFESSIONAL__________________
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registration form
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(Available to Members only)
Recognizing that delivering outstanding client service is the foundation of all that brokers do, this course examines the broker's role in client perceptions of service and addresses how each individual can add value for the client, for the brokerage, and, ultimately, for him/herself. It also delves into the workflows and work processes with an eye to understanding how every action bears a consequence that impacts delivery of service and exposes, or protects brokers from E&O liability. Further, it introduces participants to a number of industry issues and trends and how they affect all stakeholders.
The program consists of four modules. There is no final exam.
1. The role of the CSR
2. Adding value to your brokerage
3. Brokerage operations
4. Industry issues
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Program Delivery Options:
Option 1 (In Office)
Each student must have a mentor (senior staff person or owner/manager) guide them through the textbook. Mentor Guidelines are provided.
Upon completion of each module, the student receives 6 CECs and the mentor is awarded 4 CECs.
Option 2 (Classroom)
Back by popular demand.
The four modules are covered in two 2-day classroom sessions.
Students may elect to complete the entire course and take both sessions back-to-back or they may take the first session (Modules 1 and 2) and wait for the next offering before completing the second session (Modules 3 and 4).
This is the IBAM recommended study option. The facilitator brings a wealth of knowledge from a broker's perspective. Qualifies for 12 CECs per two-day session.
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