W04 - Award in Customer Service in insurance (non-UK) - Revision Course

One full-day or 2 half-days

The Award in Customer Service in Insurance is aimed at anyone who works for an organisation in the insurance industry. 

The content is applicable to independent brokers, global insurers and reinsurers and equips you with the skills and knowledge you need to work as a customer service professional in an insurance context. 

Summary

Dates: Optional

Timings: 09:30-16:30 (UK)

 Duration: One full-day or 2 half-days

 No of attendees: 7-16

 Format: Online - Virtual delivery

 CPD: Designed to support your study and preparation for your CII qualification

Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience. 

Course Overview

By the end of the course, delegates will be able:

• Demonstrate their understanding of key areas of the exam syllabus 
• Clarify areas of the syllabus where they require further guidance 
• Refine their exam technique and ability to identify correct answers 
• Test their knowledge and practise with exam-style questions 

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

Course Objectives

At the end of this workshop delegates will be able to understand the following:

• Know how to fulfil customer requirements in the insurance sector.
• Understand the importance of customer feedback to improve service in the insurance sector.
• Understand the importance of good communication to maintain and build client relationships in the insurance industry.
• Know how to deal with conflict within an insurance environment.
• Understand the importance of keeping accurate and confidential records when dealing with customers.
• Know how to manage own workload and time to meet business requirements and timescales.
• Know how to work with others to achieve team and organisational objectives.
• Understand the sales process.
• Know how to increase sales activities.

Who should attend?

If your company has a group who are studying the W04 unit and require in-house preparation for the exam. 

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Corporate (in-house) request

To book this workshop for your company as an in-house training session for between 7-16 Delegates, on a date that's convenient for you, please register your interest here:

Register your interest in our other courses

To register your interest for any of our other courses, or to suggest a course that is not listed, please complete the form below:

To book in-house training for your company, you must have a CII Corporate Account.

To register for this workshop or to request further information, please contact us at: business.enquiries@cii.co.uk 

Please note our workshops are priced using British Pound Sterling (GBP). The final purchase cost will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

Your booking will only be confirmed, once you receive a booking confirmation email from the training team.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.