CQP Assurance of ESA

 CQP Assurance of ESA

CQP Insurance - ESA
Objectives of the CQP Assurance of ESA

CQP Insurance - OBJECTIVESThe CQP ESA Insurance aims to train insurance managers of operational persons, competent, efficient and fully satisfying the customers with whom they will be dealt with.

For this purpose the main educational objective of the CQP insurance proposed by the ESA is to issue to the training participants a set of knowledge in the field of insurance of persons, and to gain a pedestal of skills (health, savings, retirement ) which will allow them to ensure in the course of the exercise of their profession:

- a role of advice and recommendation;
- optimized management of the customer relationship;
- Technical studies, including pricing, to establish complete offers.

The participant who will have successfully completed the training at this CQP insurance will therefore be able, at the end of his curriculum:

- to guarantee the commercial results and profitability of the portfolio of customers entrusted to it while generating new cases;
- To be the privileged interlocutor of the customer by ensuring the interface between the customer, the various services of the company and the insurance companies.
ESA CQP Assurance Program

CQP Insurance - Program CQP Curriculum Insurance Proposed by the Higher Ecole of Insurance consists of 6 teaching units for a total of 300 hours of training divided into:

- 200 hours of distance learning (which include the sending of courses, the QCM inter-sessions in self-assessment, and personalized teaching assistance by a supervisor),
- 100 hours at the School of Insurance, 6 seminars of 2 days every 6 weeks.

At these 300 hours of formation are added 75 hours of application within the company.

Note that the CQP Assurance of ESA can be alternately made, as part of a professionalization contract.

The modules in which the training is composed are:

U.I - Analyze the need:
- establish a positive contact with a client, face-to-face or by phone,
- Collect relevant information using adapted questioning,
- practice active listening, make a synthesis,
- analyze the guarantees of a contract, be able to do a comparative analysis by highlighting the strengths and weaknesses of each product,
- Know how to present, argue, persuade and respond to objections.

U.II - The fundamentals of insurance and the specificities of the insurance market of persons:
- the organization of the insurance market in France and the European Union (LPS),
- the evolution of mandatory retirement and provident systems,
- the legal basis of life insurance and capitalization,
- the technical aspects of life insurance,
- The taxation of insurance people.

U.III - master the field of insurance people:
- Additional individual retirement solutions available to insured persons,
- the legal aspects of heritage,
- the specificities of insurance against the successor law,
- Complementary collective retirement solutions available to businesses and insured persons,
- Health insurance in France,
- Additional individual pension solutions,
- Complementary collective pension solutions,
- Borrower insurance.

U.IV - Manage the contract:
- Generate contribution calls from a client file and send the bills to the scheduled deadlines,
- follow the contribution receipts made and issue reminder letters if necessary,
- proceed with the registration of any modification (update, movement, fence) in the memberships,
- process changes in customers and possibly review the conditions of subscribed policies,
- Proceed to the settlement of benefits in the event of delegation or to monitor the insurer's settlement in the event of no delegation.

U.v - ensure the good circulation of internal information:
- control the organization and content of information flows in its field of activity,
- use the different internal and external documentary sources necessary for its work,
- Use internal information systems or companies and feed them.

U.vi - realize and present a follow-up of its activities:
- Design the tools (indicators and dashboards) for presenting its activity necessary for the decision-making of its hierarchy,
- Exploit quantitative data on computer systems.
CQP Review ESA Assurance

CQP Insurance - Executive Educational Unit of the CQP ESA Insurance is subject to review to assess the assimilation of knowledge provided during the participant's training.