Insurance Service & Operations

Learn policy processing, underwriting support, claims handling, premium collection, and customer servicing procedures used in life and general insurance companies.

Policy Processing

Documentation & Verification

Underwriting Support

Risk Evaluation

Claims Handling

Claim Settlement Process

Career Support

Insurance Executive Roles

About the Course

The Insurance Service & Operations Course provides practical knowledge about insurance company operations. Students will learn policy issuance, premium calculation, underwriting basics, claims settlement procedures, customer service operations, and regulatory compliance. This course prepares candidates for roles such as Insurance Operations Executive, Policy Administrator, Claims Processor and Customer Service Associate in insurance companies and third-party administrators (TPA).

Curriculum

Introduction to Insurance

Meaning and importance of insurance
Types of insurance (Life & General)
Insurance principles
Insurance regulatory framework

Policy Administration

Policy proposal form
Policy issuance process
Policy renewal procedures
Policy endorsements

Underwriting Basics

Risk assessment
Premium calculation
Underwriting process
Acceptance & rejection criteria

Claims Management

Claim intimation
Document verification
Claim processing workflow
Claim settlement

Customer Service Operations

Customer queries handling
Grievance redressal
Policy servicing
Customer relationship management

Compliance & Documentation

KYC verification
Regulatory compliance
Record maintenance
Audit procedures

Practical Case Studies

Policy Issuance

Prepare and issue an insurance policy.

Claims Processing

Verify documents and process claims.

Customer Service Handling

Resolve customer policy queries.

Student Testimonials

"I got placed in a health insurance company as a claims processor after this course."