Liberty Mutual Agency offers CSR developmental programs

Liberty Mutual Agency Markets' eighth regional commercial lines companies are now offering customer service representative (CSR) development programs for CSRs with the companies' appointed agencies. The 10-week programs are comprised of instructor-led webinars, online self-study courses from The Institutes and weekly in-agency modules for building customer service and sales skills.

Designed specifically for CSRs high-volume, fast-paced roles, all components of the programs are delivered at the agency, more closely tying training to day-to-day work functions. The programs are tailored for new CSRs or experienced CSRs who wish to accelerate their performances. The curriculum includes:

  • Insurance principles
  • Commercial insurance
  • Customer service best practices
  • Sales skills (including account review and cross-sell opportunities)
  • Carrier - Relationship management
  • Training on their regional company's product line and appetite

Participants in the commercial lines CSR development programs dedicate 5- to 12- office hours weekly to the learning modules. An assigned agency mentor will commit 2-to 3- hours weekly for coaching development, in-agency skills practices and feedback.

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