CSIP - Industry Issues
Clients base their insurance decisions not just on price and coverage but also on the reputation of the brokerage and the quality of its customer relations. As a Customer Service Representative (CSR), your direct contact with clients places you in an ideal position to retain clients, build the client base through referrals, and cross-sell additional products and services, according to the needs of your clients. Add value to the bottom line of your brokerage with consistently high-quality customer service in all market conditions. Gain confidence and new ideas to not only meet but also exceed your clients' expectations.
- Understand the causes and consequences of errors and omissions from closed claims cases
- Identify areas of special concern (e.g., fraud, claims)