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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
Start Dates
Locations
Availability
Full Time Offerings
2025 September
London
Open
2024 September
London
Closed
Start Dates
Locations
Availability
Full Time Offerings
2025 September
London
Open
2024 September
London
Closed
Your Learning Experience
Customer Service Fundamentals - Insurance is a one-year Ontario College Certificate program. This program is specifically designed to give students an overview of business and insurance theory and practice with a focus on customer service and distribution systems.
Why take this insurance customer service program?
- Gain a thorough introduction to the insurance industry
- Become job-ready in one of the most stable industries in as little as one year
- Participate in excellent networking opportunities with the close-knit southwestern Ontario insurance community
- Benefit from unique mentoring opportunities with industry professionals
- Take part in many on- and off-campus events including: Meet the Industry Night, Risk Management Case Competition, Broker Convention, Risk Management Convention and career preparedness activities
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:
Commercial Insurance Advisor
Help customers find insurance solutions that meet their needs, ensuring customer satisfaction and offering advice to assist them in making informed decisions.
Underwriting Assistant
Assists underwriters in processing renewals and endorsements while handling straightforward inquiries from brokers, applying underwriting strategies in accordance with company guidelines and personal underwriting authorities.
Field Claims Representative
Evaluates and analyzes the information gathered, insurance wording and damages to determine what is covered in each situation, as well as evaluates the potential liability of the insured and third parties by consulting with experts.
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Learning Outcomes
The successful completion of this program will enable the graduate to:
- Explain the economic and social importance of insurance.
- Define insurance terms and basic elements of property/casualty insurance policies and documents.
- Describe various marketing and sales techniques used by insurance companies, brokers, and agents to sell an insurance product.
- Perform a variety of data management tasks using word processing, spreadsheet and other industry specific software, and organize data into an effective presentation format.
- Apply basic accounting principles in measuring, identifying and recording transactions.
- Describe the organization of General Insurance Companies, including the importance of various departments and agencies within the insurance industry.
- Enhance the effective operation of the workplace through the application of administrative skills.
- Apply general insurance practices in accordance with relevant professional, legal and ethical standards.
- Explain the importance of ethics, human relations, conflict resolution, negotiation, and interpersonal skills in the insurance industry.
Join Us for Open House
Find out if Fanshawe is the right fit for you at Open House. Explore Fanshawe's campuses, meet faculty and current students, and ask your questions about starting college.
Academic School
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.
Note:
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 |
|---|---|
| TOEFL iBT | 79 |
| 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 |
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
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.