Loader SVG
Online Course

Insurance Agent Certification Course

bccmglobal
  • Eligibility: 12th Pass
  • Mode: Online Classes
  • Duration: 3 Months
  • Per Batch: 15-20 students
  • Minimum Age: 18 Years
  • Language: English
COURSE OVERVIEW

The Insurance Agent Certification Course at BCCM Global offers a comprehensive pathway to a rewarding career in the insurance sector. This program is designed to train candidates for the role of an Insurance Agent within the BFSI (Banking, Financial Services, and Insurance) sector. It focuses on building key competencies that are essential for success in this dynamic industry.

Alongside the specialised training, the course includes dual certification with the Basics of Banking, Insurance, and Investment (BBII), ensuring a well-rounded understanding of financial services. This combination of certifications equips you with the expertise needed to thrive in the competitive market, enhancing your career prospects significantly.

Become a Certified Insurance Agent With Dual Certification
About Basics of Banking, Insurance and Investment (BBII) Certification

The Basics of Banking, Insurance, and Investment (BBII) Certification is a foundational course designed to equip learners with essential knowledge and skills in three critical areas of the BFSI sector—banking, insurance, and investment. This program offers a comprehensive introduction to financial concepts, covering banking operations, insurance principles, and investment strategies. Ideal for individuals looking to build a strong foundation in finance, the BBII certification opens doors to various career opportunities and is often paired as a dual certification with other specialised programs at BCCM Global to enhance professional growth.

After Complete Program:

Training Outcomes After completing this programme, participants will be able to:

  • 1. Identify and quantify client needs and determine appropriate Insurance Product
  • 2. Sell life insurance policies to individuals.
  • 3. Sell General Insurance products to individuals and/or non individuals
  • 4. Determine policy premium, charges, collect all requisite documents and receive the applicable payment.
  • 5. Respond to any queries/ requirements.
  • 6. Assess client investment and suggest changes if applicable.
  • 7. Provide service while ensuring that the business relationship is sustained without a lapse until the policy results into a claim or when a policy matures or is surrendered by client.
  • 8. Assist the client in claim or settlement process

After completing an Insurance Agent Certification Course with BBII, you can pursue a range of job opportunities in the insurance and financial services industry.

  • Insurance Agent

    As a certified insurance agent, you can work with insurance companies to sell various insurance products (life, health, general insurance) and earn commissions based on the policies sold.

  • Sales Executive (Insurance)

    Many insurance companies and financial institutions hire freshers for sales roles where you focus on selling insurance products to individuals and businesses.

  • Financial Services Executive

    In this role, you will assist clients with various financial products, including insurance, banking, and investment services, offering a comprehensive solution.

  • Relationship Manager (Insurance)

    You may work in a role where you manage and nurture client relationships, focusing on insurance sales and after-sales service.

  • Customer Service Executive (Insurance)

    Some insurance companies hire freshers to handle customer queries, support clients in understanding their insurance needs, and assist them with claim processing and policy management.

  • Business Development Executive (Insurance)

    This entry-level role focuses on expanding the client base for insurance products, identifying potential clients, and providing them with insurance solutions.

These roles provide entry into the insurance industry and allow for career advancement through specialization in areas like life, health, or corporate insurance, depending on your interests and skills.

This program is aimed at training candidates for the job of a "Insurance Agent", in the "BFSI" Sector/Industry and aims at building the following key competencies amongst the learner

For More Enquiries: +91-920-516-1444

Course Curriculum of - Insurance Agent Certification
Module 1: Basics of Insurance Module 2: Basic of Life Insurance
Module 3: Basics of General Insurance Module 4: Source insurance clients
Module 5: Sales Skills Module 6: Assist in Processing Insurance Application
Module 7: Provide Post Policy Services Module 8: Assist in Processing Claims
Module 9: Communicate effectively and achieve customer satisfaction Module 10: Maintain integrity and ethics
Module 11: BSC/N9904 Focus on teamwork
Course Curriculum of - Basics of Banking, Insurance and Investment (BBII) - 20 Hours
Course Module
Module 1: Banking

- Structures of Banking sectors in India

- Banking Products and Services

- KYC Norms and guidelines by RBI

- Technologies and Platforms used by banks.

Module 2: Insurance

- Structure of Insurance Sector in India

- Insurance Products and Services

- KYC and Documentation Norms and guidelines

- Insurance Contracts and Legalities

- Insurance Advisory- Agency

Module 3: Investment

- Introduction to Indian Capital Markets

- Concepts and need of investments

- Classification of investment Products

- Acquiring Customer- Offline, Online

For More Enquiries: +91-920-516-1444

Total Price - 24,999 /- (Including GST)

BCCM Global Academic Partners

BCCM Global academic partners around the world

BCCM-Association

BCCM Global Banking & Finance Business And Recruitment Partners

Banking & Finance partners around the world

BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners
BCCM Placement Partners