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Customer Service Path

Customer Service Representatives are on the front line of claims and other interactions with insureds. They need to remain up to speed on service skills, agency procedures and policy specifics. The Customer Service Path helps agencies orient CSRs with office protocols, licensing requirements, the basics of various lines of coverage and more.

Career Development Checklist

Core Competency Training


 

 

Upcoming Programs


Grilled Cheese & Beer   
        Sept. 27 ~ Phoenixville, PA
      *Limited Seating*
James K. Ruble Seminar   
        Oct. 1-2 ~ Ocean City, MD
        *SOLD OUT - Waiting List*
L&H Licensing Course   
        Oct. 2-4 ~ Pittsburgh, PA
CISR Comm. Casualty I   
        Oct. 2 ~ Lancaster, PA
      *Limited Seating*
CISR Comm. Casualty I   
        Oct. 3 ~ Frederick, MD
E&O Mtg. the Challenge   
        Oct. 4 ~ Newtown Square, PA
WTHOLD: Good Life: PL   
        Oct. 9 ~ Macungie, PA
      *Limited Seating*
P&C Licensing Course   
        Oct. 9-11 ~ Breinigsville, PA
CISR Personal Lines   
        Oct. 10 ~ Blairsville, PA

Full Schedule