Customer Service Excellence Program

IIAT Education, in collaboration with New Level Partners, presents the Customer Service Excellence Program—a series of live, engaging workshops focused on strengthening customer relationships and fostering teamwork. Participate to learn practical skills you can apply immediately, and earn a certificate upon completing the program.

• Six live workshops focused on critical customer service skills
• Topics include customer communication, time management, negotiations, and more
• Interactive sessions led by New Level Partners, experts in insurance learning solutions
• Convenient Zoom workshops, 9 – 10:30 a.m.
• Certificate of completion awarded after all sessions

Schedule
Tuesday, April 21, 2026 - Tuesday, May 26, 2026 | 9 – 10:30 a.m.

Workshop Pricing
All 6 sessions: $499 for Members / $739 for Non-members

Capacity & CE
A maximum of 25 Registrants
No CE

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Customer Service Excellence Program

Six live workshops focused on critical customer service skills.

1. Customer Centricity - Mindful Service

   Workshop 1
   April 21 | 9 - 10:30 a.m.

2. Customer Communication

   Workshop 2
   April 28 | 9 - 10:30 a.m.

3. Email Essentials

   Workshop 3
   May 5 | 9 - 10:30 a.m.

4. Leading Difficult Customer Calls with Confidence

   Workshop 4
   May 12 | 9 - 10:30 a.m.

5. Time Management Success

   Workshop 5
   May 19 | 9 - 10:30 a.m.

6. Introduction to Negotiations

   Workshop 6
   May 26 | 9 - 10:30 a.m.