OVERVIEW
Develop Skills for Client Service Work in Insurance
Build the practical knowledge and workplace skills needed for entry-level insurance client service roles. Through flexible, hands-on learning, you'll develop foundational insurance knowledge, strengthen your communication skills, and learn to use workplace technology for day-to-day tasks.
In this certificate, you will:
- Deepen your understanding of property and casualty insurance risk management.
- Practice professional client service skills tailored to the insurance industry.
- Use business productivity software to organize work, present information, and communicate with colleagues.
Cost
$899
3 months of access*
Courses
2 online courses
With optional bonus course
Time to Complete
3 months
No set class times
*If the certificate is not completed within three months, your enrollment will automatically transition to a $199 monthly subscription until completion or cancellation. You can cancel at any time.
COURSES
Risk and Insurance Client Service Certificate Courses
This certificate includes two online courses and an optional bonus course. The required courses focus on foundational insurance client service skills and business productivity software skills.
Learners who want to build confidence in Microsoft Office Suite may take an optional technology skills course before Business Productivity Software.
The 2 required courses in this program are:
In this course, you’ll build foundational knowledge of how property and casualty insurance manages risk and how insurance teams work together to serve clients. This course covers topics like professional communication, adaptability, collaboration, self-direction, and the effective use of common workplace technology tools.
As you develop an understanding of core insurance concepts, you’ll learn to recognize client needs, document interactions accurately, and support everyday service tasks in insurance settings.
In this course, you’ll learn how to use business productivity software to organize individual work, manage information, and support common workplace tasks. By working through realistic business scenarios, you’ll practice choosing the right technology tools for the situation, organizing and presenting information clearly, and sharing work with stakeholders.
This course strengthens 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 those who want to build their confidence with Microsoft Office Suite before they take the Business Productivity Software course.
In this course, you’ll build foundational technology skills used in modern workplace settings, including working with documents, spreadsheets, presentations, calendars, and email. Through guided practice with free Microsoft online tools, you’ll learn how to use common business productivity applications to stay organized, complete work tasks, and communicate more effectively.
CAREER OUTCOMES
Build Skills for Insurance Client Service Roles
In this certificate program, you won't just build knowledge—you'll apply what you learn to realistic insurance scenarios and challenges. With new skills and hands-on experience, you'll feel more confident as you step into insurance client service work.
What you’ll be able to do:
- Strengthen foundational insurance knowledge, including key terms, concepts, and coverage features.
- Identify client needs and explain coverage features clearly.
- Apply customer service best practices in insurance settings.
- Communicate professionally with clients and colleagues.
- Use business productivity software to organize information and manage tasks.
- Present information clearly using the appropriate workplace technology tools.
Roles that can benefit:
- Insurance client service representatives
- Insurance service or operations support assistants
- Insurance customer service professionals
- Policy or account support assistants
- Client service assistants
- Insurance operations assistants
COST
Two online courses. One flat cost.
The certificate cost covers full program access for three months, including course materials and learning support resources. While financial aid isn't available for certificate programs, a payment plan option is available.
If you need more time at the end of the three months, your enrollment will automatically transition to a $199 monthly subscription. You can cancel at any time.
$899
Payment Plan Option
$299.67 per month for three months
HOW IT WORKS
What to Expect from This Certificate
Technology Requirements
- You must have a personal computer and a personal internet connection.
- Supported desktop operating systems include Windows 10 or later and macOS 13 Ventura or later.
- Tablets and smartphones may be used for some course content, but a personal computer is required to complete all certificate activities.
Program Details
- This certificate is designed for learners who want to prepare for insurance client service work or strengthen their skills in the field.
- This certificate is designed to be completed within a three-month term with regular participation and consistent progress.
- This certificate does not provide an insurance license or prepare you to meet insurance licensing requirements.
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.
Request More Information
Submit this form to learn more about WGU’s Risk and Insurance Client Service Certificate. We’ll send you additional program information by email.
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