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.
Quais são os objectivos?
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
A quem se destina este curso de formação?
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
Descrição do curso
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
O certificado
Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course