Professional Certificate in Claims Management

Course Introduction

This course focuses on one question: how do teams in underwriting, claims and risk-transfer operations apply Claims Management consistently and safely under real constraints? Five days of discussion, exercises and case work provide practical answers you can adapt to your own organisation.

Training Objectives

• 01Build a shared vocabulary and framework for Claims Management that your whole team can use
• 02Apply proven methods for Claims Management to realistic scenarios drawn from underwriting, claims and risk-transfer operations
• 03Anticipate the failure points and compliance issues that most often affect Claims Management
• 04Communicate Claims Management decisions clearly to colleagues, clients and management
• 05Prepare a personal action plan to apply Claims Management in your own organisation

What You Will Take Away

• A checklist of common pitfalls and how to avoid them
• Benchmarks and KPIs to track your own results
• A negotiation and communication cheat-sheet

Who Should Attend

• Insurance Underwriters & Officers
• Claims Adjusters & Handlers
• Risk & Compliance Officers
• Bancassurance & Sales Teams

Prerequisites: Suitable for practising professionals; basic familiarity with the subject is helpful.

Training Methodology

Each day pairs structured teaching with practical application and a short knowledge check, giving a clear record of progress. Case material and examples are drawn from underwriting, claims and risk-transfer operations.

Day-by-Day Programme (5 Days)

• Day 1
  Getting oriented: the landscape of Claims Management

  Scope, terminology and the standards and regulations that shape Claims Management in underwriting, claims and risk-transfer operations.

• Day 2
  Core concepts and methods

  The principles, codes and best-practice approaches that leading organisations rely on for Claims Management.

• Day 3
  Applying it on the job

  Hands-on exercises using tools and templates for Claims Management, built around realistic situations in underwriting, claims and risk-transfer operations.

• Day 4
  Cases, risks and lessons learned

  Case studies, typical pitfalls and the risk and compliance issues that arise with Claims Management.

• Day 5
  Bringing it together

  Consolidation workshop, personal action planning and a closing knowledge check on Claims Management.

Upcoming Sessions