NC Multi-Line CSR Role-Based Learning Path

Build a well-rounded foundation in personal and commercial insurance while developing the technical, communication, technology, and professional skills needed to excel as a Customer Service Representative. Learn insurance coverages, forms, ratings, compliance requirements, client relationship management, effective communication, workflow efficiency, technology tools, and professional best practices to confidently support clients, carriers, and agency operations.

Included pacing guides provide three pacing options based on the number of hours you can dedicate to coursework each week. While the recommended course order is designed to support a logical learning progression, it is not required. Use these schedules to maintain a consistent pace and successfully complete the learning path.

A completion certificate is awarded upon successful completion of all courses.