Core Competence – Brokers
Earners of this badge have been introduced to the role and core practices of property and casualty insurance brokers and agents, including the regulation of insurance intermediaries, personal lines coverages and policy fundamentals, the application process, binding coverage, file management and documentation, prospecting and sales, and ethical behaviors and professionalism. Earners can apply their knowledge in the practice of entry level agent, broker and support roles within the industry.
- Type Learning
- Level Foundational
Skills
- Broker’s role in the claims process
- Communication skills
- Documentation and file management fundamentals
- General insurance application process
- General insurance prospecting and sales
- Personal automobile policy fundamentals
- Personal liability policy fundamentals
- Personal property policy fundamentals
- Professionalism and ethical behaviour