Designation Certifications


The insurance industry has a number of professional designations and certifications that professionals can earn. These designations are earned by individuals to indicate their specialization in a particular area of focus and are provided by a various institutes and organizations. Most often they require attaining a certain number of education hours within the set courses to be maintained yearly.​ Below are four well known designations to the industry that many professionals undertake:

​The Accredited Advisor in Insurance (AAI) designation is a three-course program that delves into every facet of operating an agency.  It provides significant insight into business law, finance, marketing, sales, insurance coverages and insurance agency operations.  The designation is highly recommended for agents, brokers, agency principals, producers, account managers and customer service representatives.

Individuals that are new to the industry can undertake the AAI program through InVEST​.  It is being offered through the Jefferson Community & Technical College.

Experience insurance professionals can find more information here.

​Earning the Accredited Customer Service Representative (ACSR) designation clearly conveys your commitment to excellence in customer service and professionalism. Plus, the ACSR designation distinguishes you as being prepared to meet the complex insurance challenges your clients face.  It is highly recommended for agents, brokers and customer service representatives.

Benefits of undertaking the ACSR include:
  • Enhance profitability by managing a better book of business and avoiding E&O claims with a more comprehensive knowledge of insurance products
  • Increase the ability to cross-sell products with a thorough understanding of client needs
  • Improve overall efficiency with an increased confidence in capabilities and knowledge
  • Develop customer loyalty by demonstrating higher levels of professionalism and customer service
The Certified Risk Managers (CRM) designation demonstrates that you are knowledgeable in all areas of managing risks, hazards, and exposures.

Available in the classroom and online, the courses provide you with an in-depth knowledge about today’s highest priorities – identifying, analyzing, controlling, financing, and administering operational risks – as well as political risks, catastrophic loss exposures, third-party exposures, fiduciary exposures, employee injury exposures, juridical risks, legal risks, and more – whether insurable or not. The skills you learn will make you more proactive and valuable to your organization in discovering how risks can interrupt the flow of earnings and how to protect against it.


Find out more about the CRM designation
​From risk management principles to complex policy and coverage analysis is an intermediate to advanced level program that's ideal for those individuals seeking to elevate their professionalism to the pinnacle.  It is recommended for agents/brokers, agency principals, claims representatives, line of business managers/executives, insurance litigators, risk managers and underwriters.