Bachelor's degree in insurance claims management

Upon completion of the course, the trained professional will be able to carry out the following tasks:

• Managing relations with the client and/or all parties involved in the claim
• Receiving and supporting the victim of the loss or the beneficiary of the benefit
• Communicating with the insured party, the third-party victim or the beneficiary of a benefit, and with the various parties involved in the claim
• Investigating the claim within a specific legal and technical context
• Determining the level of cover for the loss
• Identifying liabilities and possible remedies
• Implementing the necessary protective measures
• Assessing the potential total cost of the claim
• Settling the claim in accordance with internal procedures
• Calculating the amount of compensation or benefit due to the victim, customer or third party
• Payment of the compensation or benefit due in accordance with internal anti-money laundering procedures and legal rules concerning protected persons
• Exercising subrogatory or contractual recourse or recovering overpayments
• Handling a complaint, summons or dispute in the context of a contractual claim
• Negotiating with the insured, the third-party victim or the beneficiary throughout the case management process with a view to reaching a final settlement.=
• Negotiating financial and strategic matters and developing the relationship with the insured, the third-party victim and all parties involved in the settlement of the claim or the benefits due
• Active participation in the continuous improvement of the quality of service provided to the insured and/or the third-party victim in order to maintain a positive relationship

Skills module 1: Managing relations with the claimant and all parties involved in the claim

- Welcoming and listening to the customer who has come to make a claim.

- Communicate with the insured claimant and/or any third parties involved regarding the handling of the claim.

- Convince stakeholders of the appropriateness of the management measures adopted by the insurer by highlighting the benefits of the proposed solution, whilst also tailoring communication to the specific audience

- Coordinate all parties involved: medical adviser, loss adjuster, solicitor, insurance intermediary, repairer, or any other party involved in the case.

Skills module 2: Investigating a claims case within a specific legal and technical context

- Determine the extent to which the insurer will cover the claim and the investigative steps to be taken

- Analyse the type of claim involved, the financial implications and the possible courses of action, whilst adhering to the management procedures defined by the company

- Decide on the type of assessment to be carried out – amicable, adversarial, based on documentary evidence, or via remote assessment – depending on the nature of the claim

- Assess the potential overall cost of the claim

Skills module 3 : Settle the claim in accordance with internal procedures

- Negotiate and then settle the amount of compensation due in accordance with internal procedures

- Pursue a claim against the party responsible for the claim or their insurer within the time limits laid down by law or the applicable industry-wide agreement.

- Handle a customer complaint as part of the claims management process or following the settlement of the claim.

- Analyse and process summonses or notices to appear

Skills module 4:Negotiate throughout the case management process with a view to reaching a final settlement

- Negotiate with the client and/or the parties involved on financial and strategic matters to reach a final ‘client-focused’ solution whilst safeguarding the interests of the insurance company.

- Manage any potential conflicts with the policyholder and/or third parties involved.

- Propose an insurance solution to address any shortcomings identified during the claims handling process.

- Improve claims handling within their department by reporting malfunctions, problems encountered and feedback from policyholders during the investigation or settlement of claims, in order to initiate corrective actions and implement continuous improvement procedures.

• Professional certification Level 6

Further information on this qualification (RNCP39615, exact title of the qualification, name of the awarding body, date of registration of the certification) by clicking here.

• All audiences

- Have a faithful representation of the job and a good motivation to do it

- Hold a Bac+2 (Level 5) diploma or a Validation des Acquis Personnels et Professionnels (VAPP)

15 people

• Fully classroom-based training

• Group lessons

• Resource centre
• Room equipped with networked computer workstations
• Unmarked room with video projector

Positioning prior to entry to the course.

Interviews, remediation with the educational referent and/or company referent during the course.

Insurance professionals

Trainers experienced in the individualisation of learning.

Teachers certified in National Education, Bac +3 trainers with significant experience in adult training, professional speakers.

Course evaluations (ECF)

Professional portfolio

Interview with a professional jury

:

Integration into employment in:

• Claims manager
• Claims adjuster/adjuster
• Claims writer/Claims benefits manager
• Complex claims manager or writer
• Manager Major claims consultant
• Major bodily injury claims manager
• Penal defence and recourse manager/Claims lawyers
• Complex claims research manager

in insurance companies, bancassurance companies, agencies or insurance brokerage firms. They may also work, in a claims department, in a large company with a claims management department or in an organisation such as the French Central Bureau or the Guarantee Fund, or even for a local authority.

Access for people with disabilities

Transport

Métro 1 or 2 : Gare St Charles
Then 1 min walk

This course, which prepares students for a Bachelor's degree, is organised in partnership with IFPASS (Institut de Formation des Professionnels de l'Assurance)