CII
Level 3
QN: 603/7835/9
Curriculum Active
CII Level 3 Certificate in Insurance (Apprenticeship)
Official qualification regulated by Ofqual, awarded by CII. Classified as a Vocationally-Related Qualification. Total guided learning hours: 42 hours.
Qualification Level
Level 3
Awarding Body
CII
Syllabus Units
12 Units
Guided Hours
42 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Customer service in insurance
Verified
Key Learning Objectives:
- Know how to fulfil customer requirements in the insurance sector
- Understand the importance of customer feedback to improve service in the insurance sector
- Understand the importance of good communication to maintain and build client relationships in the insurance industry
- Know how to deal with conflict within an insurance environment
- Understand the importance of keeping accurate and confidential records when dealing with customers
- Know how to manage own workload and time to meet business requirements and timescales
- Know how to work with others to achieve team and organisational objectives
- Understand the sales process
- Know how to increase sales activities
- Know the main regulatory and legal requirements applicable to the application of insurance business
2
General insurance business
Verified
Key Learning Objectives:
- Know insurance products and associated services for general insurance business
- Understand underwriting and policy wordings for general insurance business
- Know how to apply knowledge of principles of premium calculation of general insurance business to a given set of circumstances
- Understand claims within the context of general insurance business
- Know how to apply knowledge of principles concerning the operation of policy conditions affecting claims for general insurance business to a given set of circumstances
- Understand information and communication technology, security, confidential information and data protection within general insurance business
- Understand customer service within general insurance business
3
Household insurance products
Verified
Key Learning Objectives:
- Understand the scope of cover provided by household insurance products
- Know how to apply knowledge of the cover provided by household insurance products to a given set of circumstances
- Understand the legal and regulatory considerations for household insurance products
- Know how to apply knowledge of legal and regulatory considerations for household insurance products to a given set of circumstances
- Understand risk assessment, rating and underwriting of household insurance products
- Know how to apply knowledge of risk assessment, rating and underwriting of household insurance products to a given set of circumstances
- Understand claims procedures within the context of household insurance products
- Know how to apply knowledge of claims procedures within the context of household insurance products to a given set of circumstances
4
Insurance broking fundamentals
Verified
Key Learning Objectives:
- Understand the insurance broking market.
- Understand the role and responsibilities of the insurance broker in the provision of insurance products and services.
- Understand contract and agency in relation to insurance brokers and their clients.
- Understand the key legal and regulatory issues affecting insurance brokers.
- Understand the key financial issues affecting insurance brokers.
- Understand issues relating to the conduct and culture of insurance broking business.
5
Insurance claims handling process
Verified
Key Learning Objectives:
- Understand the general principles in the claims handling process
- Understand insurance products and associated services
- Understand claims considerations and administration
- Understand claims handling procedures and related claims services
- Understand claims handling systems
- Understand claims settlement
- Understand how expenses are managed
6
Insurance underwriting process
Verified
Key Learning Objectives:
- Understand the material facts relating to the insurance underwriting process
- Understand underwriting procedures relating to the insurance underwriting process
- Understand insurance policies in relation to the insurance underwriting process
- Understand renewals and cancellation in relation to the insurance underwriting process
- Understand personal insurances in relation to the insurance underwriting process
- Understand commercial insurances in relation to the insurance underwriting process
- Understand the main ‘support’ type insurance services available
- Understand underwriting considerations in relation to the insurance underwriting process
- Understand the principles and practices of pricing
- Understand pricing factors within the context of the insurance underwriting process
- Understand managing exposure within the context of the insurance underwriting process
7
Insurance, legal and regulatory (EPA)
Verified
Key Learning Objectives:
- Understand the nature and main features of risk within the insurance environment.2.
- Know how to apply the main features of risk and risk management to a given set of circumstances.3.
- Understand the main features of insurance.4.
- Know the structure and main features of the insurance market.5.
- Understand contract and agency.6.
- Understand the principle of insurable interest.7.
- Understand the principle of good faith.8.
- Understand the doctrine of proximate ca
- use and its application to non-complex claims.9.
- Understand the principle of indemnity and how this is applied to contracts of insurance.10.
- Understand the principles of contribution and subrogation.11.
- Understand the main regulatory and legal requirements applicable to the transaction of insurance business
- Understand consumer protection and dispute resolution.13.
- Know the main methods of preventing, handling and resolving consumer complaints.14.
- Understand the CII Code of Ethics and be able to apply the principles to non-complex scenarios.
8
Introduction to risk management
Verified
Key Learning Objectives:
- Understand the basic elements of risk
- Understand how risk can be identified and analysed
- Understand how risk can be evaluated
- Understand how risk can be treated
- Understand how risk is managed in practice
- Understand the elements of business continuity, continuity management and crisis management
9
Motor insurance products
Verified
Key Learning Objectives:
- Understand the market place for motor insurance products
- Apply the principles contained within motor insurance to a given set of circumstances
- Understand the scope of cover provided by motor insurance products
- Apply the principles contained within the scope of cover provided by motor insurance products to a given set of circumstances
- Understand the legal and regulatory considerations for motor insurance
- Apply the legal and regulatory principles for motor insurance to a given set of circumstances
- Understand risk assessment, rating and underwriting for motor insurance
- Apply the principles contained within risk assessment, rating and underwriting for motor insurance to a given set of circumstances
- Understand claims procedures for motor insurance products
- Apply the principles of claims procedures for motor insurance to a given set of circumstances
- Understand information and communication technology as this relates to motor insurance
- Apply the principles of information and communication technology as this relates to motor insurance to a given set of circumstances
10
Packaged commercial insurances
Verified
Key Learning Objectives:
- Understand the development of packaged commercial insurances
- Understand the basic features and scope of packaged commercial insurances and associated services
- Know how packaged commercial insurances are arranged
- Understand underwriting procedures and policy wordings for packaged commercial insurances
- Understand mid-term policy amendments, renewals and cancellation for packaged commercial insurances
- Understand claims procedures in relation to packaged commercial insurances
Regulatory & Verification Details
- Qualification Number (QN)
- 603/7835/9
- Regulated Status
- Available to learners
- Awarding Body
- CII
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Oct 2021