CUSTOMER SERVICE REPRESENTATIVE
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What is IACSR?
The Accredited Customer Service Representative designation is a national continuing education program developed by the Independent Insurance Agents of America. The IACSR designation can be earned in Personal Lines, Commercial Lines, Life & Health, or any combination of the three.
More than anyone else in the agency, the CSR is called upon to perform a diversity of tasks. He or she is the first contact that current and potential clients have at the agency. That first impression goes a long way.
The CSR benefits from a more in-depth field of knowledge, including:
- Technical skills
- Account selling skills
- Professional skills
A better educated, professional staff enhances the image of the buying public.
Another objective of the program is to increase awareness of potential errors and omissions exposures.
The agency has the opportunity to take advantage of a terrific training program based on the framework of several one-day classes. Earning the IACSR designation will give you a more credible image and the information needed to enhance your working knowledge of the business.
Who Qualifies for the IACSR Program?
Although it has been specifically designed for the insurance agency CSR, the program is open to the entire industry. You do not need to be a licensed agent to participate. Agency experience is required.
Candidates are tested upon completion of each required module. The exams are administered and graded by the IIAI and the results are then mailed to each applicant within three weeks. The mandatory passing score is 70%, however, the examination may be taken up to three times if necessary. Programs must be completed within a four-year period from the date you begin the program. Modules 1 through 5 fulfill the Personal Lines IACSR requirement and Modules 4 through 9 satisfy the Commercial Lines IACSR requirement.
You can register for each class by completing the registration form in the individual brochures distributed approximately two months before each program or in the IIAI calendar or by registering on-line by going to www.bigi.org and clicking on the calendar. Seminar registration fee for any member/associate member attending the class is $90 or $120 for a non-member with an additional $15 examination fee for each individual module. Only those candidates interested in obtaining the IACSR designation will be required to take the examination. On the registration form, there will be a box to indicate whether or not an attendee is interested in sitting for the examination.
How is the IACSR Designation Maintained?
In order to maintain the IACSR designation, IACSR’s must accumulated six (6) continuing education credits annually by attending an IIAI sponsored seminar or working towards a national insurance designation.
Can Indiana CE Credit Be Earned?
The Independent Insurance Agents of Indiana will try to obtain six (6) hours of continuing education credit for each module. NOTE: You do not have to take or pass the examination to receive your continuing education credit hours.