Customer Service Fundamentals - Insurance
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Program Overview
This insurance customer service program begins with an overview of business and insurance customer service (theory and practice) with a focus on distribution systems, you'll learn everything you need to work in a customer service role in an insurance brokerage, agency or direct insurance writer's office. This program is a great first step to more qualifications and you’ll walk away with diverse skills needed for the modern and dynamic business world.
Program Details
Program Code
CSI1
Credential:
Ontario College Certificate
Duration
30 weeks
Canadian Students
Start Dates
Locations
Availability
Full Time Offerings
2024 September
London
Open
2023 September
London
Closed
International Students
Start Dates
Locations
Availability
Full Time Offerings
2024 September
London
Open
2023 September
London
Closed
Your Learning Experience
Customer Service Fundamentals - Insurance is a one-year Ontario College Certificate program. This program is designed to give students an overview of business and insurance theory and practice with a focus on customer service and distribution systems.
When you graduate, you’ll be eligible to write your Registered Insurance Brokers of Ontario (RIBO) or OTL licensing exams. You may also be able to obtain the General Insurance Essentials Certificate from the Insurance Institute of Canada.
Graduates of this program may also continue their studies by transferring into the second year of Fanshawe College's two-year Business - Insurance Ontario College Diploma program.
Available in a traditional in-class format with September admission.
Career Information
Graduates of Fanshawe’s Customer Service Fundamentals - Insurance program are prepared to enter the fast-paced property and casualty insurance industry in a customer service capacity. Graduates are suited to a variety of entry-level clerical and customer service positions with insurance companies, insurance agency offices, brokerages, direct insurance writer companies and call centres.
Did you know Fanshawe consistently ranks high in graduate employment rates among large colleges in Ontario?
Here are some examples of career opportunities for graduates of Fanshawe’s Customer Service Fundamentals - Insurance program:
Customer Service Insurance
Analyze a client’s current and future requirements and make recommendations on products that would best suit their needs.
Customer Service Representative
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Customer Service Representative
Work with producers, insuring partners, and an assigned portfolio of clients handling renewals, endorsements, assessing risk exposures, and providing recommendations for a suitable insurance program.
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Learning Outcomes
The successful completion of this program will enable the graduate to:
1. Discuss the economic and social importance of general insurance.
2. Define insurance terms and recognize the basic elements of property/casualty insurance policies and documents.
3. Assist in completing an application for personal lines insurance and calculate the appropriate premium using a rating manual.
4. Apply the marketing techniques used by insurance companies, brokers and agents.
5. Perform a variety of data management tasks using word processing, spreadsheet and other industry specific software, and organize data into an effective presentation format.
6. Apply basic accounting principles in measuring, identifying and recording transactions.
7. Outline all functional areas of the insurance industry.
8. Enhance the effective operation of the workplace through the application of administrative skills.
9. Apply general insurance practices in accordance with relevant professional, legal andethical standards.
Related Programs
Academic School
Program Coordinator:
Zan Vania, BA, B.Ed, CIP, CRM
Academic Advisor:
Sarah Davies
Admission Requirements
One of:
OSSD with courses from the College (C), University (U),
University/College (M), or Open (O) stream WITH:
Any Grade 12 English (C) or (U)
Mathematics* ONE OF:
-Any Grade 12 Mathematics (C) or (U)
-Any Grade 11 Mathematics (C), (U), or (M)
(Note: Minimum final grade of 60 required for any Grade
11 Mathematics course)
- OR -
Academic and Career Entrance Certificate (ACE)
- OR -
Ontario High School Equivalency Certificate (GED)
AND:
Mathematics* ONE OF:
-Any Grade 12 Mathematics (C) or (U)
-Any Grade 11 Mathematics (C), (U), or (M)
(Note: Minimum final grade of 60 required for any Grade
11 Mathematics course)
- OR -
Mature Applicant with standing in the required courses and
grade stated above
NOTE:
*Applicants who lack the required Mathematics may still
gain eligibility for admission by completing appropriate prior
upgrading.
International Admission Equivalencies
Admission equivalencies for Fanshawe depends on your country of study. Please enter your location to see the requirements for your country below.
English Language Requirements
English Language Requirements
Applicants whose first language is not English will be required to demonstrate proficiency in English by one of the following methods:
- A Grade 12 College Stream or University Stream English credit from an Ontario Secondary School, or equivalent, depending on the program's Admission Requirements
- Test of English as a Foreign Language (TOEFL) test with a minimum score of 79 for the Internet-based test (iBT), with test results within the last two years
- International English Language Testing System (IELTS) Academic test with an overall score of 6.0 with no score less than 5.5 in any of the four bands, with test results within the last two years. SDS Program Requirements.
- Canadian Academic English Language (CAEL) test with an overall score of 60 with no score less than 50 in any of the four bands, with test results within the last two years
- Pearson Test of English Academic (PTE) with a minimum score of 53, with test results within the last two years
- A Cambridge English Test (FCE/CAE/CPE) with an overall score on the Cambridge English Scale of 169 with no language skill less than 162, with test results within the last two years
- An English Language Evaluation (ELE) at Fanshawe College with a minimum score of 70% in all sections of the test, with test results within the last two years
- Fanshawe College ESL4/GAP5 students: Minimum grade of 80% in ESL4/GAP5 Level 8, 75% in ESL4/GAP5 Level 9, or 70% in ESL4/GAP5 Level 10
Recommended Academic Preparation
Recommended Academic Preparation
- Any Grade 11 or Grade 12 Business Studies (C), (M), or (O)
- Grade 12 Business and Technological Communication (O)
- Academic and Career Entrance Certificate (ACE): Business Mathematics course and Computer Skills course
Advanced Standing
Advanced Standing
- Applicants may apply for advanced standing on the basis of previous academic achievement at another institution and/or Prior Learning Assessment and Recognition (PLAR). Advanced standing qualifies the applicant for direct entry to a second or higher level of the program.
Applicant Selection Criteria
Applicant Selection Criteria
Where the number of eligible applicants exceeds the
available spaces in the program, the Applicant Selection Criteria
will be:
1. Preference for Permanent Residents of
Ontario
2. Receipt of Application by February 1st (After this
date, Fanshawe College will consider applicants on a first-come,
first-served basis until the program is full)
3. Achievement in the Admission
Requirements
More Information
Courses
| Level 1 | ||||
| Take all of the following Mandatory Courses: | ||||
| ACCT-1100 | Principles of Accounting 1 | 3 | ||
| This course introduces the student to the Principles of Accounting, and includes an exploration of the underlying concepts that guide the preparation of accounts for individuals and organizations. It is designed to teach the student, regardless of program destination, an essential life skill - an understanding of Net Worth, and its importance to business success and the financial well being of the individual. | ||||
| WRIT-1032 | Reason & Writing Business 1 | 3 | ||
| This course will introduce business students to essential principles of reading, writing, and reasoning at the postsecondary level. Students will identify, summarize, analyze, and evaluate multiple short readings and write persuasive response essays to develop their vocabulary, comprehension, grammar, and critical thinking. | ||||
| MKTG-1012 | Principles of Marketing 1 | 3 | ||
| This course is designed to provide an overview of the decisions that face Marketers in today's fast-paced and competitive business environment. Students will learn that marketing is not only advertising but a broad set of activities designed to satisfy consumer needs and wants. Students examine the information Marketers require for effective decision-making and learn the basic elements of the marketing planning process. | ||||
| MATH-1052 | Business Math | 3 | ||
| This course provides a review of basic arithmetic and algebra as well as providing students with mathematical tools and concepts needed for other college courses and in future employment. This course is to prepare students for later courses in Marketing, Business, Financial Planning, Accounting, Purchasing and Insurance. | ||||
| BUSI-1060 | Strategies for Success | 1 | ||
| This course presents and helps to develop some of the skills required to achieve academic and career success. Areas of focus include college resources, study skills, time management, academic integrity, emotional self-awareness and social skills development. Additionally, emphasis is placed on career readiness and preparation. | ||||
| BUSI-1005 | Introduction to Business Processes | 3 | ||
| This course explores the various functional areas of business in Canada and demonstrates the interrelationship among these areas. Students are introduced to many concepts, including major business trends, the role of government in business, marketing, operations, employee-management issues, financial resources management, business ethics and social responsibility. | ||||
Tuition Summary
London
*Total program costs are approximate, subject to change and do not include the health and dental plan fee, bus pass fee or program general expenses.