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Certified Insurance Service Representatives

An inspiring professional faculty, nine ONE-DAY courses to choose from, a curriculum that's tailored to your region—all these features make the CISR Program a truly superior education opportunity. To earn the CISR designation, you must complete any five of the nine courses and pass the five exams within three years. Then, to keep your designation, you must update each year with additional continuing education courses offered by The National Alliance through FAIA.

The courses are reasonably priced and locally convenient. They are available in the classroom or as webinars and are approved for state CE credit. An optional exam is available online at 4:15 p.m. the day of the class through the following Thursday on your PROfile on the National Alliance website.

James T. Harrison, Jr., Scholarships Available

Scholarships are available for participants who are employed full-time in the insurance or risk management industry. It is recommended that the applicant has a minimum of two years industry experience. The scholarship only provides the registration fee – no additional expenses. Scholarships applications should be submitted by June 1st and December 1st and will be awarded by the end of that month.The scholarship must be used within 12 months of receiving the award.

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CISR Courses: Choose 5 of 9

  1. Agency Operations: This course can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. 
  2. Commercial Casualty I: Gain confidence with commercial casualty exposures and coverages and learn the CGL policy inside and out.
  3. Commercial Casualty II: One objective of this course is to clarify who is and who is not an insured in specific situations as defined by the Business Auto Coverage Form.
  4. Elements of Risk Management: An effective risk management program adds value to an organization and helps it achieve its goals.
  5. Insuring Commercial Property: Gain a grasp of the types of commercial property, be able to identify parties with an insurable interest, and understand the difference between direct and indirect loss.
  6. Insuring Personal Auto Exposures: Identifying the right personal automobile policy and being able to modify it appropriately are skills valued by clients and their families.
  7. Insuring Personal Residential Property: Nothing hits home more than a personal lines loss. Client retention depends on developing relationships and learning to identify the specific exposures each client contends with.
  8. Life & Health Essentials: While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool.
  9. Other Personal Lines Solutions: Get ready to learn about the property and liability coverage provided—or not provided—by the homeowners policy for recreational vehicles.

Registration Information

If you are not already in the FAIA database, you must first request a login before you can register. After you complete the request, an email will be generated for you to create a password so you may register. If you need help with registration, email Christy Stacey.


2024 Outstanding CSR of the Year Award

Nominations are now being accepted for the 2024 National Outstanding CSR of the Year Award. This award, sponsored by The National Alliance for Insurance Education & Research, is the Alliance’s highest honor for insurance customer representatives. Anyone can nominate, whether it’s a supervisor or co-workers. You can even nominate yourself!

Download the Nomination Form

Anyone whose primary duties revolve around insurance customers service, regardless of their affliciation or professional designation, is eligible to enter. Eligible candidates must:

  • Be insurance customer service representives, account managers, or have primary responsibility for customer service duties.
  • Submit a completed entry form that includes references, and education/contribution/achievement information.
  • Submit letters of recommendation from business/professional references. 
  • Write a 500 to 1,000 word essay on the following topic: 

"In today's volatile economy, both property and auto markets are in turmoil, with soaring rates and inflation impacting insurance agencies and their customers. CSRs face unexpected challenges from global events, economic shifts, and emerging risks. Explore how resilience and adaptability are crucial for CSRs to navigate these challenges, maintain customer satisfaction, and share real-life examples of success in meeting evolving customer needs amidst adversity. In your essay, discuss how the dual pressures of economic instability and customer expectations shape the role of CSRs, and discuss the innovative approaches and best practices employed to mitigate challenges and foster enduring customer relationships."

Download the Entry Form

Applications are due by May 1, 2024. Nominees will first compete on a state level. State winners will automatically be entered into the national competition. The rewards for each stage of the competiton are as follows:

 
State Winners Finalists National Award Winner
National Recognition $500 Cash Award $2,000 Cash Award
Framed Certificate National Recognition National Recognition
Eligible to compete in National Competition Gold and Garnet Pin Gold and Diamond Pin