C130: Essential Skills for the Insurance Broker and Agent

Please note that the final examination for this course is a computer-based exam.

Essential Skills for the Insurance Broker and Agent gives an overview of insurance business practices from the broker’s perspective. This skills-based course concentrates on the needs of personal lines clients and small commercial risks and is immediately useful, especially to the junior broker.

Essential Skills for the Insurance Broker and Agent begins by introducing the broker as insurance intermediary and gives insight into the skills that a typical broker needs to perform effectively. You will follow the progress of a risk from initial contact with the client through the evaluation and application process to binding and policy documents. In this course, you will also review the major product lines and common policy transactions that a broker handles.

Course Note: Before you take C130: Essential Skills for the Insurance Broker and Agent, we strongly recommend that you have taken the following: C11: Principles and Practice of Insurance, C12: Insurance on Property, C13: Insurance Against Liability—Part 1, and C14: Automobile Insurance—Part 1.

Course Outline

• The role of insurance intermediary
• Overview of broker "soft" skills
• Practical risk analysis
• Applying for insurance
• Completing the application
• From binder to policy
• Property insurance
• Liability insurance
• Automobile insurance
• Overview of common insurance transactions
• Broker’s role in claims process

Who Should Register

All insurance courses offered by The Insurance Institute are designed for individuals who want to attain a highly recognized and respected professional designation in the p&c industry. The professional designation Chartered Insurance Professional (CIP) is recognized across Canada and elsewhere around the world as the benchmark of insurance professionalism.

Essentials Skills for the Insurance Broker and Agent is for industry professionals, including brokers and agents , underwriters and adjusters, who want a comprehensive p&c education and the skills and knowledge required to advance their careers.

Course Offerings

The following are the courses, by methodology, that are being offered by the institute.

Instructor Led

Name Location Start Date End Date Class Time Delivery Method  
C130: Essential Skills for the Insurance Broker & Agent (Monday) Halifax - Online 1/14/2019 3/25/2019 5:30 - 8:30 p.m ADT Virtual


Self-Directed

Name Start Date End Date Method  
C130: Essential Skills for the Insurance Broker and Agent/C130 : Le courtier et l'agent d'assurance : compétences élémentaires 1/1/2019 4/23/2019 Independent Study
C130: Essential Skills for the Insurance Broker and Agent/C130 : Le courtier et l'agent d'assurance : compétences élémentaires 4/1/2019 6/30/2019 Independent Study