In the area of insurance, the role of the client's role is to offer insurance products and services adapted to each of its clients, by personalizing them according to his age, his family and professional situation.
To carry out the tasks entrusted to it, the Customer Manager must have attended adequate training, who has issued the theoretical knowledge and gave him the necessary technical skills to enhance the responsibilities related to his function.
Relevant customer training to prepare for the exercise of this insurance business is a training whose pedagogical content is constructed based on the tasks that are generally associated with this position, and whose curriculum is intended to prepare the participant to endorse the responsibilities that will be hers when he practiced this profession.
Therefore, any customer-responsible training (that is, any training specifically preparing for the clientele officer) is rather technical, to the extent that it aims to prepare the participant who follows it in the exercise A profession: Thus, the entire teaching provided during this type of training is very practical and very concrete.
However, although the monitoring of a customer-responsible training specifically preparing this profession is the most direct way to reach the position of Customer Manager, there are other study paths to acquire the qualification required for can exercise these functions. Thus, a holder of a Bac +2 training (such as the BTS insurance, for example) or, better, of a training bac +3 (like the Bachelor insurance) will be able to apply within an insurance company to exercise The functions of Customer Manager.
Among the most appropriate and recognized clientele training in the profession, is undoubtedly the Customer Qualification Certificate (CQP). This training charged with Bac +3 level clientele has been put in place by the social partners (representatives of employers and employees) of the professional brokerage branch. The CQP is therefore, as a result, a title recognized by the collective agreement of the brokerage branch.
Customer Training - Esapleral Institutions propose this type of BAC +3 level clientele training, but the CQP clientele proposed by the Ecole Superior Insurance (ESA) is undoubtedly one of the best and more recognized at the national level. Indeed, the ESA has been very closely involved with large insurance companies and the world of brokerage, not only because many of the members of its scientific council occupy management positions in large insurance companies. (Groupama, Axa, Swiss Life ...) and large brokerage firm, but also and above all because it was founded in 1980 by the French union of insurers (SFAC), a national trade union of the brokerage and founding member of the CSCA ( Trade Chamber of Insurance Brokers).
Thus, as a customer-responsible training specifically adapted for the preparation for the exercise of this profession, we will take as an example the CQP of the clientele provided by the School of Insurance (ESA) and performable both in the premises of L at distance (in e-learning).
Customer Training In the presentation of this customer-responsible training, we will first focus on describing what are the teaching objectives, which must be correlated with the functions that are generally allocated to the Customer Manager in the field of insurance. We will then discuss the program of this customer-responsible training, before speaking briefly the title to which it gives rise to the issuance for the participants received successfully to the exams. Finally, we will see which insurance professions, besides the clientele officer, the ESA customer training can allow access.
Objectives of ESA Customer Training
As we have recalled in the introduction, the educational objectives of any customer-responsible training are in close relationship with the tasks and responsibilities that are entrusted to any person in charge of this position. As a result, before describing the educational objectives covered by ESA's clientele training, a very summary portrait of the Customer Manager, particularly in the insurance sector should be brushed.
Customer Manager
إرسال تعليق