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CUSTOMER SERVICE
CSRS™
Description:
  • This program highlights workflow standards, working with producers, protocol for producer meetings, using BMS effectively and setting and keeping service standards.
Topics Will Include:
  • Workflow standards and writing and job description.
  • How to focus on customer service and establishing related standards.
  • Time management skills and mazimizing use of the BMS.
  • Effective use of the BMS system.
  • How to introduce absolute authority for junior staff members.
  • Meeting an underwriter and discovering what motivates them.
  • Protocols for working with producers.
  • Anticipating pressure points and eliminating them.
  • Identifying customers' angst before it happens and building solutions.
  • What motivates underwriters and what drives them crazy.
Interactive:
  • Through brain based accelerated learning techniques, participants use the information every 30 minutes, ensuring that everyone has a chance to use the methods introduced. The participants are involved in group, and individual activities as their skills increase.
Practical Application:
  • Adult education is only valuable when it can make a difference on the job the next day. Our unique homework plan can ensure that participants will think about the material for weeks.
Format:
  • Training will take place on the premises of the client or another location selected.
Fees:
  • Our fees for training services are billed at $150 per student per day, subject to a minimum fee of $2,500 per day plus out-of-pocket expenses, including airfare, hotel, transportation and training facilities.
Duration:
  • 1 day.
Contact:
Karen RutherfordTelephone: (416) 368-7990
200 University Avenue,Facsimile: (416) 368-0886
14th FloorE-Mail: training@cooksonwalker.on.ca
Toronto, Ontario
M5H 3C6

Related Training Seminars:
  • Advanced CSRS™
    Advanced CSRS™ emphasizes cross-selling and upselling, dealing with difficult people, goal-setting and measuring progress, eliminating backlogs, developing routines for new CSRs, best practice communication and exceeding customer expectations.
  • Getting the Basics Right!
    This program is customized to ensure your customer service representatives know and implement your customer service standards.
  • What To Do When Things Go Wrong!
    Effective complaints handling can transform an unhappy customer into a loyal client.
  • Tone is Everything
    This course is designed for brokerages with established standards that want to ensure every employee knows how to deliver the company standards in a positive and effective way.


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