OVERVIEW
Prepare Your Workforce for Insurance Client Service Work
This preparatory, non-licensure certificate program helps insurance organizations accelerate onboarding and upskilling for entry-level client service employees. Through flexible online learning, employees deepen their knowledge of property and casualty insurance, strengthen their client service skills, and practice using business productivity software. These combined skills support organizational efficiency, improved client experience, and reduced operational risk.
In this certificate, your employees will:
- Build a foundational understanding of property and casualty insurance risk management.
- Develop professional client service skills tailored to the insurance industry.
- Strengthen workplace collaboration, adaptability, and technology proficiency.
Cost
$899
No additional fees
Courses
2 online courses
With optional bonus course
Time to Complete
3 months
Learning fits around work schedules
COURSES
Risk and Insurance Client Service Courses
The Risk and Insurance Client Service Certificate includes two online, self-directed courses and an optional bonus course. The courses focus on foundational insurance client service skills and business productivity software.
Optional Course
An optional third course is included for employees who want to build employee confidence with Microsoft Office Suite before they take the Business Productivity Software course.
The 2 courses in this program are:
In this course, employees build foundational knowledge of how property and casualty insurance manages risk and how insurance teams work together to serve clients. By developing an understanding of core insurance concepts, they’ll learn to recognize client needs, document interactions accurately, and support service workflows in regulated environments.
This course also helps employees strengthen critical skills like professional communication, adaptability, collaboration, self-direction, and the effective use of common workplace technology tools.
In this course, employees learn how to use business productivity software to organize individual work, manage information, and support common workplace tasks. Through realistic business scenarios, they’ll practice choosing the right technology tools for the situation, organizing and presenting information clearly, and sharing work output with stakeholders.
This course also helps employees strengthen workplace technology decision-making, professional communication, and productivity skills that support efficient, organized, and collaborative work.
Optional course:
In this course, employees build foundational technology skills used in modern workplace settings, including documents, spreadsheets, presentations, calendars, and email. Through guided practice with free Microsoft online tools, they’ll learn how to use common business productivity applications to stay organized, complete work tasks, and communicate more effectively.
PROGRAM OUTCOMES
Practical Employee Training for Organizational Impact
Through practical, hands-on learning, this certificate program helps employees build key skills for insurance client service operations. They’ll learn how to respond to client service needs with clear communication and insurance industry best practices. Employees will gain fundamental insurance knowledge to support service interactions, documentation, and day-to-day insurance operations while also strengthening their professional communication, adaptability, and technology skills used in regulated, customer-focused workplaces.
Employees will learn to:
- Identify basic insurance terms, concepts, and coverage features,
- Support client service interactions through foundational insurance knowledge.
- Apply customer service best practices for regulated insurance settings.
- Communicate professionally with clients, team members, and stakeholders.
- Use business productivity software to organize information and tasks.
- Present information clearly using appropriate workplace technology tools.
Roles that can benefit:
- Insurance Client Service Representatives: Accelerate ramp time for new client service representatives.
- Insurance Service or Operations Support Assistants: Strengthen foundational knowledge for service support staff.
- Insurance Customer Service Professionals: Improve service consistency across insurance customer service teams.
- Policy or Account Support Assistants: Reduce documentation errors in policy support roles.
- Client Service Assistants: Elevate communication standards across client-facing support teams.
- Insurance Operations Assistants: Improve operational efficiency with stronger insurance fundamentals.
COST
Two online courses. One flat cost.
The certificate cost covers full access to the program, including e-textbooks, learning resources, and course materials. Most learners finish the program within the three-month timeframe, but we offer extension options if more time is needed.
You can choose to offer this certificate program to your employees as employer-sponsored training.
$899
Total cost | No additional fees
Payment Plan Option
3 monthly payments of $299.67
Why Choose a WGU Certificate?
WGU certificates are focused, non-degree programs designed to help you build specialized, career-relevant skills in months. With year-round enrollment, you can start when you’re ready and progress through your certificate as quickly as you master the material. Learn more about WGU certificates.
Job-Ready Skills
Our certificate programs are developed with employer input to reflect real workforce needs.
Never Alone
Access mentors and career services to help guide you from start to finish.
University-Backed
Earn a credential from an accredited university with more than 29 years of experience providing quality higher education.
HOW IT WORKS
What to Expect From This Certificate
Requirements
- Employees must have internet access and a computer.
Program Expectations
- This certificate is self-directed, like other WGU competency-based courses. Employees progress by demonstrating mastery of course concepts, helping you ensure their skills are job-ready.
Interested in offering this certificate to your employees?
