OVERVIEW
Prepare Your Workforce for Insurance Client Service Work
In this certificate program, 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.
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.
Cost
$899
No additional fees
Courses
2 online courses
With bonus optional course
Time to Complete
2 months
Learning fits around work schedules
PROGRAM OUTCOMES
Practical Employee Training for Organizational Impact
Insurance Operations Awareness
Employees will gain fundamental insurance knowledge to support service interactions, documentation, and day-to-day insurance operations.
Customer-Facing Skills
They’ll learn how to respond to client service needs with clear communication and insurance industry best practices.
Workplace Readiness
Employees will strengthen professional communication, adaptability, and technology skills used in regulated, customer-focused workplaces.
Skills
Give Your Client Service Team the Tools for Success
Through practical, hands-on learning, this certificate program helps employees build key skills for insurance client service operations.
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.
COURSES
Risk and Insurance Client Service Courses
This certificate includes two required courses that focus on foundational insurance client service skills and business productivity software. Learners may also take an optional third course to build Microsoft Office Suite skills before starting the required courses.
These courses are competency-based, so employees progress by demonstrating mastery of course concepts, helping you ensure their skills are job-ready.
The two 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:
This optional bonus course is included for employees who want to build their confidence with Microsoft Office Suite before they take the Business Productivity Software 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.
TIME
Upskill Your Employees on a Practical Timeline
The Risk and Insurance Client Service Certificate program is flexible enough to fit your employees’ schedules and structured enough to keep them on track.
Completed in Three Months
Employees receive three months of program access to complete the certificate program.
Set the Pace
This 100% online program has no set class times or deadlines, making it easier for employees to fit into their schedules without disrupting day-to-day tasks.
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
2 monthly payments of $299.67
HOW IT WORKS
Here's What You Can Expect from This Certificate
- You must have internet access and a computer.
- This certificate will be self-directed, like other WGU competency-based courses, allowing you to complete modules as quickly as you master the material.
- You are responsible for maintaining your pace toward completion and being self-directed in your coursework.
- You should plan to dedicate 15–20 hours a week to the program.
Why Choose a Certificate?
If you're not quite ready to commit to a full degree program, want to try out online learning, or need a faster way to boost your résumé, a WGU certificate could be the right fit for you. With a certificate program, you can begin any time you want—no need to wait for the first of the month. WGU Certificates are also self-paced, so you can move as quickly as you are able to master the material. Plus, the certificate courses are transferrable to WGU degree programs, so you can continue your education whenever you're ready.
100% Online Courses that Work with Your Schedule
Our certificates are 100% online, and there are no set class times. This means you can work on your certificate whenever it makes sense for you and your busy schedule. You're in the driver's seat of your education.
Full Suite of Support Services
WGU serves students from a wide range of professional and academic backgrounds. Our program support, instruction, and career resources will help you complete your certificate and reach your goals.
Explore Your Next Step
With affordable tuition and real-world outcomes—a WGU certificate delivers measurable value. Every WGU certificate is built to help you make progress—whether you're seeking a new opportunity, exploring a new career field, or preparing for a full degree program down the line.
Get More Information About the Risk and Insurance Client Service Certificate
Insurance client service teams play a critical role in delivering consistent, compliant support. This certificate program helps you onboard and upskill entry-level staff with foundational insurance knowledge and workplace-ready service skills. Fill out the form to learn how the Risk and Insurance Client Service Certificate can support your workforce development goals.
