Customer Service in Insurance (IF9)

Customer Service in Insurance (IF9) provides knowledge and understanding of the customer service within the context of an insurance environment.

The default Enrolment option for this unit includes:

  • Latest version of the core learning content, in digital format only, delivered on RevisionMate.
  • Assessment entry.

Providing good customer service is vital to all businesses in order to contribute to sustainable success. The UK regulator, the Financial Conduct Authority (FCA), requires that 'All firms must be able to show consistently that fair treatment of customers is at the heart of their business model'.

Customer Service in Insurance (IF9) is suitable for everyone working in the insurance profession at any level, this study text provides greater awareness and understanding of the importance of the customer and the part they play in the success of the organisation.

The study text looks at how the insurance profession is regulated, which will help you understand the source of the rules as you work your way through this course.

This study text is designed to equip you with the skills and knowledge you need to work as a customer service professional in an insurance context. You will find insurance-specific references throughout the study text and consideration of the more general skills required.

Building a successful career in insurance

This course is relevant for anyone seeking to develop their knowledge and skills for a rewarding career in the insurance profession or in a support role - ideal for those working for anyone in the profession, from independent brokers through to global insurers and reinsurers and those in the London Market.

Customer Service in Insurance (IF9) counts towards achieving the Certificate in Insurance. It may also count towards the Diploma in Insurance and the Advanced Diploma in Insurance.

Summary of learning outcomes 

  1. Know how to fulfil customer requirements in the insurance sector
  2. Understand the importance of customer feedback to improve service in the insurance sector
  3. Understand the importance of good communication to maintain and build client relationships in the insurance profession
  4. Know how to deal with conflict within an insurance environment
  5. Understand the importance of keeping accurate and confidential records when dealing with customers
  6. Know how to manage own workload and time to meet business requirements and timescales
  7. Know how to work with others to achieve team and organisational objectives
  8. Understand the sales process
  9. Know how to increase sales activities
  10. Know the main regulatory and legal requirements applicable to the application of insurance business


  • 90 minutes exam
  • 50 multiple choice questions written to 10 case studies
  • 70% nominal pass mark
  • The 2022 pass rate for this unit was 80%

Units treated as equivalent

Due to the extent of syllabus overlap, certain combinations of current and withdrawn units will result in only one award of credits.

If a withdrawn equivalent is held you may not need to complete a current unit in order to satisfy a qualification's completion rules. Clarification should always be sought from CII Customer Service.

Find out more about credit awards for equivalent units

Course delivery

Instructions on accessing your course on RevisionMate will be sent to your registered email address. This is typically within two working days of your order being placed, but may be longer, particularly if payment is made by bank transfer or the unit is available as a pre-order.

Study material - editions available

2024 edition (applicable to exams sat 01 Jan 24 to 31 Dec 2024) 

Revision aids available 

The revision aids available for this unit are listed below. Find out more details.  **Please see individual shop pages for 2024 edition availability**

  • Key Facts Booklet
  • Knowledge Checker

Note for purchasing revision aids: please make sure you do not already have the revision aid(s) as part of any Enrolment plus purchase.