Course Info:
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 Prerequisites
Fundamentals of Insurance.
Course Notes
Course manual is provided for on-going reference. There is a final exam upon completion of the course. Participants who receive 75% or higher on their exam will receive a certificate.
Course Breakdown
Lesson 1: Licensing Regulations
Lesson 2: Careers in Insurance
vLesson 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
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Program: Business Programs
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Of interest to: Those interested in being employed as a professional in the insurance industry and enrolled in the Insurance Advisor Program.
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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.
Method of Delivery: Instructor-led training.
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