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The Certificate in Insurance is a core qualification for staff working across all sectors of insurance. This Certificate develops core knowledge of the key disciplines needed through covering basic general insurance principles including the regulatory environment, key disciplines of underwriting and claims, in addition to popular insurance products. Insurance Broking Fundamentals (I10) counts towards achieving the Certificate in Insurance, which provides participants with the required knowledge and skills for the roles and responsibilities of insurance broking organizations, including Their interaction with insurers and clients; in addition to regulatory and financial issues affecting them.
The Certificate in Insurance is a core qualification for staff working across all sectors of insurance. This Certificate develops core knowledge of the key disciplines needed through covering basic general insurance principles including the regulatory environment, key disciplines of underwriting and claims, in addition to popular insurance products. Insurance Broking Fundamentals (I10) counts towards achieving the Certificate in Insurance, which provides participants with the required knowledge and skills for the roles and responsibilities of insurance broking organizations, including Their interaction with insurers and clients; in addition to regulatory and financial issues affecting them.
Insurance
Claims
Customer Care +3
Claims
Customer Care
Marketing
Sales and Distribution / Intermediaries
Underwriting
Sales and Marketing
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam +1
Pre Exam
Post Exam
Simulation Test for professional exam
Claims
Customer care +3
Claims
Customer care
Marketing
Sales and distribution / intermediaries
Underwriting
Purchase Program
( 0)Available
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This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training-Online Training
Rationale for insurance brokers in the insurance market
Role of different types of non-life insurance brokers in the insurance market
Services offered by insurance brokers and the different ways they are remunerated
roles within an insurance broking organization
In Class Training-Online Training
Role of the insurance broker in meeting client needs by providing insurance products and services
Role of the insurance broker in negotiating and placing insurance contracts
Role of the insurance broker in selecting insurers
Role of the insurance broker in the design and operation of insurance programs
Role of the insurance broker in the claims process
Role of the insurance broker in supplying additional services
Role and responsibilities of the insurance broker in relation to delegated authority agreements
In Class Training-Online Training
Duties of an insurance broker as an agent
How conflicts of interest could arise in relation to insurance broking business and how to deal with them
Items that should be included in a Terms of business agreement (TOBA) between insurance brokers and insurers, and between insurance brokers and their clients
In Class Training-Online Training
Role of the financial conduct authority in the regulation of insurance brokers
Importance of achieving positive customer outcomes and the fair treatment of customers
Purpose of the insurance: conduct of business sourcebook (ICOBS) and the application to insurance brokers
Importance of training and competence within insurance broking organizations
Responsibilities of insurance brokers in relation to sanctions checking, money laundering, bribery, corruption and with regards to the Employers' Liability Tracing Office (ELTO)
Responsibilities of insurance brokers as required by data protection legislation
In Class Training-Online Training
Different monies held by an insurance broker
Importance of the impact of the Insurance Distribution Directive in relation to handling money
Importance of retaining clients and finding new business for insurance brokers
In Class Training-Online Training
Importance of good conduct in relation to dealing with insurers and clients
Impact of culture on the way that business is conducted by an insurance broking organization
How insurance brokers handle complaints
How errors and omissions occur and are reported and handled in insurance broking organizations
Issues relating to miss-selling of insurance products
Understand the insurance broking market
Understand the role and responsibilities of the insurance broker in the provision of insurance products and services
Understand contract and agency in relation to insurance brokers and their client.
Understand the key legal and regulatory issues affecting insurance brokers.
Understand the key financial issues affecting insurance broker.
Understand issues relating to the conduct and culture of insurance broking business.
