Customer Service Fundamentals - Insurance

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.

Overview

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.

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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.

 

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.

 

Program Availability

Canadian Students

Start Dates
Locations
Availability

Full Time Offerings

2022 September
London
Open

International Students

Start Dates
Locations
Availability

Full Time Offerings

2022 September
London
Open

Program Details

Program Code
CSI1

Program Coordinator:

Cyndi Hornby, C.I.P., CRM

Delivery
Day Time
Full-Time
Credential
Ontario College Certificate
Duration
30 weeks

Admission Requirements

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: a 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: a 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.
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
Post-Admission Requirements

Post-Admission Requirements

See Post-Admission Requirements

Tuition Summary

London

Canadian Costs
$3,369.39
Total Cost of Program
International Costs
$15,115.87
Total Cost of Program

*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.

 

Courses

Level 1
Take all of the following Mandatory Courses:
ACCT-1100Principles of Accounting 13
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-1032Reason & Writing Business 13
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-1012Principles of Marketing 13
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-1052Business Math3
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-1060Strategies for Success1
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-1005Introduction to Business Processes3
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.
View all courses

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