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
Ontario College Certificate
30 weeks
Start Dates

Full Time Offerings

2024 September
2023 September
Start Dates

Full Time Offerings

2024 September
2023 September

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.


checking cell phone at desk
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 Coordinator:

Zan Vania, BA, B.Ed, CIP, CRM


Academic Advisor:
Sarah Davies


Admission Requirements

Ontario Secondary School Diploma (OSSD), or equivalent, or mature applicant with the following courses:

Any Grade 12 English (C or U)

Any Grade 11 or 12 Math (C, U or M) - a minimum final grade of 60% is required for Grade 11 Math

Students who do not meet the admission requirements are recommended for academic upgrading. A conditional offer may be possible with proof of enrolment.

Graduates of Customer Service Fundamentals - Insurance may choose to transfer into the second Year of the Business - Insurance Ontario College Diploma program.
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

Test Score
IELTS Academic Overall score of 6.0 with no score less than 5.5 in any of the four bands
CAEL Overall score of 60 with no score less than 50 in any of the four bands. score of 80 in listening
PTE Academic 53
Cambridge English Overall score of 169 with no language skill less than 162
ESL4/GAP5 Minimum grade of 80% in Level 8, 75% in Level 9, or 70% in Level 10
Duolingo Overall score of 105, with no score lower than 95


Learn More about English Language Requirements

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


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

Tuition Summary


Canadian Costs
Total Cost of Program
International Costs
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.