A highly interactive training course on

Building an Insurance Portfolio

Coventry Academy -  Building an Insurance Portfolio

Course Schedules

 24-28 Jun 2024
 07-11 Oct 2024

Training course overview

Building an insurance portfolio is a critical task for insurance professionals, as it helps their clients to mitigate risks and secure their financial future. This 5-day training course is designed to provide participants with the knowledge and skills needed to build an effective insurance portfolio. The course will cover various aspects of insurance portfolio building, including risk assessment, policy selection, underwriting, and claims management.

What are the goals?

By the end of this training course, participants will be able to: 

  • Understand the importance of building an insurance portfolio
  • Learn how to assess and manage risk effectively
  • Gain knowledge of different types of insurance policies and their features
  • Understand the underwriting process and policy selection
  • Learn how to manage claims and maintain a healthy insurance portfolio

Who is this training course for?

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Underwriters
  • Brokers
  • Agents
  • Claims managers
  • Risk managers
  • Insurance company executives

Course Outline

Day One: Introduction to Insurance Portfolio Building
  • Overview of insurance portfolio building
  • Importance of risk management and risk assessment
  • Introduction to different types of insurance policies
  • Identifying the needs of the insured
Day Two: Risk Assessment and Policy Selection
  • Risk assessment methodologies
  • Evaluating the risk factors in different types of insurance
  • Selecting the appropriate insurance policies for the client's needs
  • Policy structure and pricing
Day Three: Underwriting and Policy Issuance
  • The underwriting process and principles
  • Principles of policy issuance and documentation
  • Analyzing the risk involved in underwriting
  • Regulatory and legal requirements in underwriting
Day Four: Claims Management and Insurance Portfolio Maintenance
  • The claims process and best practices
  • Managing claims efficiently and effectively
  • Maintaining an up-to-date insurance portfolio
  • Handling policy changes and cancellations
Day Five: Portfolio Review and Performance Assessment
  • Reviewing and assessing the performance of the insurance portfolio
  • Identifying opportunities for portfolio growth and improvement
  • Monitoring market trends and regulatory changes
  • Practical exercises and case studies for applying the knowledge and skills learned in the course

The certificate

  • Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course

Coventry Academy
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