Modules offered for this training
The course contain six modules:
- Module 1 - Introduction to Insurance
- Module 2 – Insurance products and associated services
- Module 3 – Arranging Cover
- Module 4 – Claims
- Module 5 – Insurance Marketing and Customer Service
- Module 6 – Regulation
This is an introductory-level study programme targeting non-qualified staff working in the insurance sector, whether in service centres or elsewhere. It aims to equip the candidates with essential knowledge and competency needed to work as an insurance practitioner. It also builds a good foundation for candidates who wish to pursue insurance as a career.
Overall course objectives
On completion of the course, the candidates should be able to:
- Know and understand the basic insurance products and practice, including underwriting and policy wordings, claims and customer service.
- Know and understand the structure of the insurance market and how it operates.
- Apply the acquired knowledge in their day to day work.
The foundation in General Insurance is appropriate for:
- 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 organisation whose primary business is not insurance, but which offers insurance advice and products as part of its overall service to customers.
There are no formal entry requirements, although candidates should be able to read and write.
The students have three months to complete the course. There will be 50 contact hours.
Training hours: 8am to 12pm on Saturdays.
Assessment Strategy and Award
Method of assessment: 50 multiple choice questions (MCQs) for a duration of 2 hours.
Grading and award
The examination is graded as either PASS or FAIL. The nominal pass mark
Students who pass this examination can proceed to do the Chartered Insurance Institute (CII) Certificate in Insurance. The students can apply to CII and get exemptions on some units already covered in this course.
As a premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability. Success in CII qualification is universally recognised as evidence of knowledge and understanding.
The qualifications framework offered by CII has been designed to provide a clear path for those looking to develop their career in today’s insurance market.
If you undertake and pass the exam you will be awarded a ‘Certificate of Achievement’.