Designed specifically for CSRs high-volume, fast-paced roles, all components of the programs are delivered at the agency, more closely tying training to day-to-day work functions. The programs are tailored for new CSRs or experienced CSRs who wish to accelerate their performances. The curriculum includes:
- Insurance principles
- Commercial insurance
- Customer service best practices
- Sales skills (including account review and cross-sell opportunities)
- Carrier - Relationship management
- Training on their regional company's product line and appetite
Participants in the commercial lines CSR development programs dedicate 5- to 12- office hours weekly to the learning modules. An assigned agency mentor will commit 2-to 3- hours weekly for coaching development, in-agency skills practices and feedback.
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