Modules

KS1 - Administration and Record Keeping in Insurance

• KS1-Topic 1: Legislative, regulatory and industry requirements related to record keeping.
• KS1-Topic 2: Administrative functions and business procedures.
• KS1-Topic 3: Introduction to Business Communication Skills.
• KS1-Topic 4: Basic Financial Literacy.

PM1 - Applying and adhering to operational admin procedures

• PM1-Topic 1: Keep accurate records in an efficient manner in accordance with internal procedures and regulatory requirements.
• PM1-Topic 2: Apply Financial Skills
• PM1-Topic 3: Business Communication

Modules

KS2 - Insurance Risk Management for Underwriters

• KS2-Topic 1: Insurance principles and technical terms.
• KS2-Topic 2: Risk and risk classifications .
• KS2-Topic 3: Risk management principles and their application.
• KS2-Topic 4: The impact of, and compliance with, relevant legislation and underwriting mandate.

PM2 - Applying and adhering to operational admin procedures

• PM2-Topic 1: Gather all information relevant to the risk from the relevant parties.
• PM2-Topic 2: Identify the risk and the factors influencing the risk.
• PM2-Topic 3: Apply special terms and conditions.
• PM2-Topic 3: Make an underwriting decision to decline or accept the risk.

Modules

KS3 - Application of Legal and Insurance principles.

• KS3-Topic 1: Insurance related legal principles.
• KS3-Topic 2: Legal interpretation of statute.
• KS3-Topic 3: Consequences of relevant legislation.

PM3 - Understanding and applying basic legal and insurance principles to underwriting recommendations.

• PM3-Topic 1: Confirmation of contract validity.
• PM3-Topic 2: Determine and apply relevant legislation.
• PM3-Topic 3: Apply legal related insurance principles to the decision making.

Modules

KS4 - Rating and Pricing of Insurance Risks and Products.

• KS4-Topic 1: Rating factors.
• KS4-Topic 2: Administrative functions and business procedures.
• KS4-Topic 3: Introduction to Business Communication Skills.
• KS4-Topic 4: Basic Financial Literacy.

PM4 - Understanding and applying knowledge of product and pricing to underwrite profitable risks.

• PM4-Topic 1: Understand the application and implementation of rating.
• PM4-Topic 2: Research methodologies.
• PM4-Topic 3: Market/Competitor Products.