C131: Advanced Skills for the Insurance Broker and Agent

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

Advanced Skills for the Insurance Broker and Agent builds on the foundation of C130: Essential Skills for the Insurance Broker and Agent and is immediately useful to the broker with several years of experience. The course addresses the more complex insurance needs of commercial clients through the risk management principles of identifying exposures, analyzing risks, identifying risk management options and implementing a risk management plan. It also provides a brief discussion of various terms, conditions and clauses in commonly used wording.

Three categories of commercial clients'—manufacturers and distributors, contractors and builders’—risks are analyzed using a case study process. Finally, Advanced Skills for the Insurance Broker and Agent addresses the broker’s continuing task of monitoring and modifying the risk management plan, including reviewing the progress and insurance needs of commercial clients once their initial policy has been placed.

Course Note: Before you take C131: Advanced Skills for the Insurance Broker and Agent, we recommend that you have taken the following: C11: Principles and Practice of Insurance,  C12: Insurance on Property, C13: Insurance Against Liability—Part 1, C14: Automobile Insurance—Part 1 and C130: Essential Skills for the Insurance Broker and Agent.

Course Outline

• Introduction to risk management
• Exposure identification and analysis
• Marketing, quoting and binding risks
• Refining the sales and marketing process
• Insurance wordings and coverages
• Manufacturers and distributors
• Contractors/Builders risk
• Monitoring and modifying the risk management plan

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.

Advanced 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  
C131: Advanced Skills for the Insurance Broker & Agent (Tuesday) Halifax - Online 1/15/2019 3/26/2019 6 - 9 p.m. ADT Virtual


Self-Directed

Name Start Date End Date Method  
C131: Advanced Skills for the Insurance Broker and Agent/C131 : Le courtier et l'agent d'assurance : compétences avancées 1/1/2019 4/23/2019 Independent Study
C131: Advanced Skills for the Insurance Broker and Agent/C131 : Le courtier et l'agent d'assurance : compétences avancées 4/1/2019 6/30/2019 Independent Study