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Certificate in Insurance Broking

Certificate in Insurance Broking

Certificate in Insurance Broking this qualification is designed for entry level employees working in broking assistant or support roles in small or large organisations offering insurance broking services to retail and wholesale clients. Broking assistants undertake a range of core broking skills around customer service, client advice and clerical and administrative support duties. Individuals at this level take limited responsibility in known situations under general supervision.

On completion of the Certificate in Insurance Broking, participants should be able to:

  1.  explain the basic skills required to work successfully in an office environment
  2.  discuss the role of company procedures and  technology in the work place
  3.  explain the importance of effective communication and managing conflict
  4.  discuss managing change within the work environment and occupational health and safety issues
  5.  analyses the specific features of the general insurance market 
  6.  discuss the place of the insurance industry has in the wider economic and financial environment
  7.  describe common features of insurance policies 
  8.  explain how insurance products are priced and sold
  9.  identify various financial markets, the products and the key players 
  10.  identify how the economic environment influences the various financial markets
  11.  explain the role  of the key bodies that regulate the financial services industry
  12.  explain the role of the Insurance Contracts Act on the general insurance industry and work practices 
  13.  identify the procedures that should be followed to ensure information gathered about customers remains confidential
  14.  explain the role of the General Insurance Code of Practice in setting standards and  the handling of disputes 
  15.  explain the claims process and how brokers can assist their clients with their claims.

Duration

Traineeship (12-24 Months)

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Certificate in Insurance Broking contains 15 units

12  units must be completed | Please select your units. | Total cost 640 Euro

 UNITS TO BE STUDIED ARE ( *** Courses are in English) :

  1. Collect, analyse and record information (  This unit describes the skills and knowledge required to gather, collate and record information from a variety of sources, including database systems. It applies to individuals who need to solve a defined range of unpredictable problems, analyse and evaluate information from a variety of sources, and who may provide leadership and guidance to others with some limited responsibility for the output of others.)
  2. Deliver and monitor a service to customers ( This unit describes the skills and knowledge required to identify customer needs, deliver and monitor customer service and identify improvements in the provision of customer service. It applies to individuals who apply a broad range of competencies in various work contexts. In this role, individuals often exercise discretion and judgement using appropriate theoretical knowledge of customer service to provide technical advice and support to customers over short or long term interactions.)
  3. Work effectively in the financial services industry ( This unit describes the skills and knowledge required to correctly interpret and apply industry and organisational procedures, guidelines, policies, ethical standards and sustainability requirements to day-to-day work in the financial services industry. It applies to individuals with the fundamental skills required to work in the financial services industry and underpins other units used in all sectors of the industry.)  
  4. Maintain business resources ( This unit describes the skills and knowledge required to determine, administer and maintain resources and equipment to complete a variety of tasks. It applies to individuals who are skilled operators and apply a broad range of competencies in various work contexts. They may exercise discretion and judgement using appropriate theoretical knowledge of business resources and their basic maintenance to provide technical advice and support to a team.) 
  5. Process customer complaints ( This unit describes skills and knowledge required to handle formal and informal negative feedback and complaints from customers. It applies to individuals who apply a broad range of competencies and may exercise discretion and judgement using appropriate knowledge of products, customer service systems and organisational policies to provide technical advice and support to a team.)  
  6. Conduct a telemarketing campaign ( This unit describes the skills and knowledge required to prepare, conduct and review a telemarketing campaign, which may involve both inbound and outbound calling.It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgment and relevant theoretical knowledge, and who may provide technical advice and support to a team.)
  7.  Provide sales solutions to customers ( This unit describes the skills and knowledge required to process sales enquiries requiring complex solutions, and to follow up to ensure customer satisfaction. It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgement and relevant theoretical knowledge, and who may provide technical advice and support to a team.)  
  8. Work effectively in customer engagement ( This unit describes the skills and knowledge required to conduct customer engagement operations. It requires an understanding of organisational requirements, expectations, policies and procedures. It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgement and relevant theoretical knowledge, and who may provide technical advice and support to a team. This work is undertaken with some supervision and guidance.)
  9. Develop product and service knowledge for customer engagement operation ( This unit describes the skills and knowledge required to develop knowledge of products and services in preparation for customer engagement in an inbound or outbound customer engagement activity. It applies to individuals who apply a broad range of competencies in a varied work context, using some discretion and judgement and relevant theoretical knowledge, and who may provide technical advice and support to a team. This work is undertaken with some supervision and guidance.)
  10. Maintain a general ledger ( This unit describes the skills and knowledge required to maintain a computerised or manual general ledger system within an organisation, including processing journal entries and preparing a trial balance. It applies to individuals employed in a range of work environments with responsibility for simple accounting functions within an organisation. They may work as individuals providing administrative support within an enterprise, or may be other members of staff with delegated responsibilities relating to general ledger maintenance.)  
  11. Support operational plan ( This unit describes the skills and knowledge required to provide support for operational practices and procedures within the organisation’s productivity and profitability plans. This includes contributing to the operational plan, assisting in recruiting employees and acquiring resources, and monitoring and adjusting operational performance.It applies to individuals who use planning and analytical skills to achieve the measurable, stated objectives of the team and the organisation. At this level, work will normally be carried out within known routines, methods and procedures, and may also involve a number of complex or non-routine activities that require some discretion and judgement.)
  12. Support continuous improvement systems and processes ( This unit describes the skills and knowledge required to support the organisation’s continuous improvement systems and processes. Particular emphasis is on actively encouraging the team to participate in the process, monitoring and reporting on specified outcomes and supporting opportunities for further improvements. It applies to individuals with roles of responsibility who use initiative, organisational and communication skills to influence the ongoing development of the organisation. At this level, work will normally be carried out within known routines, methods and procedures, and may also involve complex or non-routine activities that require some discretion and judgement.)
  13. Promote innovation in a team environment ( This unit describes the skills and knowledge required to be an effective and proactive member of an innovative team.It applies to individuals who play a proactive role in demonstrating, encouraging or supporting innovation in a team environment. The individual may be a team participant or a team leader. Teams may be formal or informal and may comprise a range of personnel.) 
  14. Organise personal work priorities and development ( This unit describes the skills and knowledge required to organise own work schedules, to monitor and obtain feedback on work performance and to maintain required levels of competence. This unit applies to individuals who exercise discretion and judgement and apply a broad range of competencies in various work contexts.) 
  15. Write simple documents (This unit describes the skills and knowledge required to plan, draft and finalise a basic document. It applies to individuals who apply a broad range of competencies in various work contexts and may exercise some discretion and judgement to produce a range of workplace documentation.)