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Account Managers & Customer Service Representatives (CSR)


The Institutes are excited to partner with the Independent Insurance Agents & Brokers of America, Inc. (IIABA) to offer education and knowledge solutions to make you a more effective producer, account executive, customer service representative or account manager and have offerings for people of all experience levels.

To ensure you receive the 10% member discount*, please use the discount code BigI upon checkout or reference when speaking with the customer success specialists at 800-644-2101.




Successful Starts for CSRs This online course helps you build knowledge of basic insurance principles and gain important communication skills so you can effectively play a part in retaining and growing your organization’s client base. Level: Beginner. LEARN MORE


Insurance Essentials This online course equips you with a solid foundation in insurance from a technical standpoint, adding value to your role and your organization. Level: Beginner. LEARN MORE


High-Payoff Service (for Teams) This behavioral-based hybrid (online and in-person) program is designed for groups to develop important skills for career achievement and agency growth. You will learn how to set goals, prioritize activities, and create a corresponding action plan. Level: Beginner to Intermediate  LEARN MORE 

Professional Risk Consultant (PRC)
This online designation will help you gain a broad understanding of insurance and risk management topics and stay up to date on emerging industry trends to better serve clients and add value to your organization. Level Beginner. LEARN MORE


Producer Accelerator  This online, activity-based training program teaches risk management and insurance knowledge, insurance sales and business skills, and provide mentorship in line with your organization’s structure and culture. Level: Intermediate LEARN MORE

The Institutes are your knowledge partner that best empowers risk management and insurance professionals to help those in need.

*Exam fees do not qualify for the 10% member discount.