Customer Service Fundamentals - Insurance-2025/2026
| 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. | ||||
| Level 2 | ||||
| Take all of the following Mandatory Courses: | ||||
| BUSI-1099 | Customer Relations | 3 | ||
| This course covers the concepts and skills needed to provide exceptional service to consumers in the both for-profit and not-for-profit businesses and emphasizes how to develop skills in order to establish and maintain long-term customer relationships within various industry sectors. Emphasis is placed on using case studies in order to learn how to project a customer-friendly image, how to handle demanding customers and most importantly how to appreciate cultural differences in customer service expectations. | ||||
| INSR-3019 | Broker/Agent Essential Skills | 3 | ||
| This course is an overview of insurance business practices from the broker's perspective. It is a skills-based course concentrating on the needs of personal lines clients and small commercial risks. The course introduces the broker as an insurance intermediary, studying the skills that a typical broker will use to perform effectively. The major product lines and common policy transactions handled by a broker are also examined. | ||||
| ADMN-1013 | Office Procedures & Strategies | 4 | ||
| Students will be required to prioritize and complete a variety of tasks that are indicative of the type of work they will be required to complete in today's office environment. Students will gain confidence in adapting to changing office environments, problem solving strategies, and providing exceptional administrative support. Students will learn the importance of customer service, telephone techniques, mail processing, and time management. A strong emphasis will be placed on learning electronic and manual records management, managing an Outlook account, and preparing for employment. | ||||
| INSR-1001 | Fundamentals of Insurance | 4 | ||
| The objective of this course is to introduce students to the principles and practice of insurance by showing the multi-faceted nature of the insurance business, dealing with risk and how insurance responds to it, looking briefly at some of the law that deals with insurance, introducing many of the terms and practices commonly encountered in the business, and outlining the basic policy coverages for automobile and property insurance. | ||||
| INSR-1005 | Licensing Preparation for Broker/Agent | 1 | ||
| This course will help to prepare students to writetheir RIBO or OTL licensing exams. The materialcovered will include licensing requirements,travel insurance and professional code of ethics.The actual exam must be arranged and paid for bythe student upon completion of the course. | ||||
| COMP-3077 | Excel for Business Adv | 3 | ||
| Modern spreadsheet programs perform far beyond simple number crunching. The functionality of Microsoft Excel continues to move the application into new venues such as visual interactive data presentations or sales proposals. Given the now commonplace nature of the program, it is crucial that all business minded professionals have a comprehensive knowledge of MS Excel. Upon successful completion of this curriculum, students will be trained in MS Excel for MOS (Microsoft Office Specialist) expert level Excel certification. MOS testing is available at certified testing centers across Canada. | ||||
| Program Residency | ||||
| Students Must Complete a Minimum of 9 credits in this program at Fanshawe College to meet the Program Residency requirement and graduate from this program | ||||