Certificate in Insurance

Insurance buyers have never been more demanding. Good service is the new minimum. Excellent service is required by anyone wanting to distinguish their offer from the competition.

There's even a regulatory imperative - good service standards are integral to Treating Customers Fairly (TCF).

The latest CII exam unit '(IF9) Customer service in insurance' provides a new way for customer facing staff to meet these challenges.

Who is it for?

• New starters to the industry
• Customer facing staff or those looking to move into these roles
• Sales support and claims settlement staff within intermediaries and providers
• Companies looking to evidence TCF

What does it offer?

The unit can be studied on its own as a standalone course, or as part of studies towards the Certificate in Insurance.

It will help build an understanding of the skills required, including:

• Fulfilling customer requirements
• Maintaining and building client relationship
• The importance of keeping accurate and confidential records
• Managing workload and time to meet business requirements
• The main regulatory and legal requirements

The full syllabus can be viewed within the syllabus section.

Successful completion awards 15 Certificate-level credits in the CII qualifications framework.

CII members passing this unit as part of their route towards completion of the Certificate in Insurance can use the designation 'Cert CII (Customer Service)'.

What does it involve?

A 90 minute 'online' (multiple choice questions) exam.

The available study text covers the course syllabus in concise sections, backed up by RevisionMate, a free online study support tool. This can be purchased through the unit shop page by selecting IF9 under 'Certificate in Insurance units'.

Visit the IF9 shop page »