Certificate in Insurance (CII)
Program Objectives:
The Certificate in Insurance is a core qualification for insurance staff working across all sectors of the industry (and the logical progression from the introductory-level Award for the Foundation Insurance Test).
It provides a grounding in:
• basic insurance principles including the regulatory environment;
• the key insurance disciplines of underwriting and claims; and
• popular products including: motor, household, healthcare and packaged commercial insurances
• London market legislation, regulation, market practice and distribution for those starting work in or having dealings with this market.
The Certificate in Insurance allows you to develop the knowledge and confidence you need before you begin to focus your subsequent studies and specialize according to your ambitions and career requirements.
Target Group:
The Certificate is open to anyone, irrespective of educational background or experience. It is suitable for a diverse range of people, including:
• Anyone wishing to gain a broad understanding of insurance principles, key disciplines and products.
• Employees who have no formal insurance qualifications but wish to objectively demonstrate insurance knowledge and understanding.
• Anyone working in specific technical claims handling or underwriting roles within a call or service centre environment.
• Insurance staff employed in support functions such as human resources, marketing, IT and finance, wishing to develop an understanding of the industry in which they work.
• Staff working for an organization whose primary business is not insurance, but which offers insurance advice and products as part of its overall service to customers.
Course Content:
• Fulfill Customer Requirements In Insurance Sector
• The importance of customer feedback to improve service in the insurance sector
• The importance of good communication to maintain and build client relationships in the insurance industry
• Dealing with conflict within an insurance environment
• The importance of keeping accurate and confidential records when dealing with customers
• Managing own workload and time to meet business requirements and timescales
• Working with others to achieve team and organizational objectives
• Understand the sales process
• Increasing sales activities
• Knowing the main regulatory and legal requirements applicable to the application of insurance business
Course Duration:
30 Training Hours