Courses

Skills & Practices of Insurance Advisors Courses

Skills & Practices of Insurance Advisors Course Introduction

The Skills & Practices of Insurance Advisors course introduces students to the practices in insurance offices. This course is designed to provide an overview of the different career options within the insurance industry, and processes used in completing insurance transactions. Students learn about the different processes that are specific to the insurance industry. This will enable students to apply their technical knowledge to real insurance situations through role-playing. Practice exercises and questions are included to reinforce the concepts covered and to help students measure their progress.

Course Prerequisite(s)

Fundamentals of Insurance

Course Aim

This introductory course is designed to acquaint students with an overview of Insurance Advisor responsibilities and duties in the course of their employment.

Of Interest to

Those interested in being employed as a professional in the insurance industry and enrolled in the Insurance Advisor Program.

Skills & Practices of Insurance Advisors Course Breakdown

Lesson 1:

Licensing Regulations

Lesson 2:

Careers in Insurance

Lesson 3:

Claims Process

Lesson 4:

Underwriting Process

Lesson 5:

Quoting

Lesson 6:

Completing Applications

Lesson 7:

Insurance Sales

Lesson 8:

Insurance Services

Lesson 9:

Privacy Act and Documentation

Lesson 10:

Risk Management

Lesson 11:

Tricks of the Trade

Course Notes

Course manual provided for on-going reference. There is a final exam upon completion of the course. Participants who receive a minimum of 75% as a final mark on this course will receive a certificate.

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