Life Assurance Portfolio Management

Life Assurance Portfolio Management

VENUE: Nairobi

BACKGROUND

This course is developed for underwriting job roles. It includes introduction to legislation, life insurance products and services, risk, claims and the skills to work well with clients. It focuses upon risk, underwriting complex medical risk, underwriting complex non-medical risks and the use of specialist terminology.

 COURSE OBJECTIVES

  • Apply with legislation, regulation and workplace procedures to underwriting roles
    • identify life insurance products and services and who they are suitable for
    • understand the life assurance sales and management
    • understand the concepts of life risk, underwriting and claims assessment
    • understand the process of underwriting complex medical risks
    • seek assistance with other alternative sources of data for underwriting purpose
    • respond to client enquiries with client relationship management skills
    • use client feedback to participate in continuous improvement processes
    • understand the dispute resolution process and complaint management skills

COURSE CONTENT

  • Life insurance and the financial services industry
  • Life insurance products and services
  • Life Agents management system
  • Life insurance risk
  • Life insurance underwriting
  • Life insurance claims

TARGET GROUP

Underwriters, Claims analysts and Life Agency managers

Cost: 25,000.00


 

How to apply

All candidates must follow the application steps where they provide their details and select units. An invoice will be sent to the email address of the applicant with payment instructions.


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