BTS Insurance

At the end of their training, holders of the BTS Assurance will be able to:

- provide customers (companies or individuals) with their expertise and advice at any stage in the life of the contract, both for the sales proposal and for the management of contracts and claims.

- to rely on and use digital information and communication media to build and communicate advice and assistance effectively.

- to work as part of a team to provide the best and most technical response to the expectations of a better informed and more demanding customer base.

Sales development and contract management

- reception and identification of customer or prospect needs
- customer follow-up and contract management
- sales development, prospecting and sales of insurance contracts and
associated services, banking and financial products

Associated knowledge : the fundamentals of insurance, property and liability insurance, provident insurance, insurance savings, health insurance, banking techniques, mathematical and financial tools, the fundamentals of communication

The management of claims and benefits

- receiving customers in a claims situation

- investigating the claims file and paying benefits

Associated skills : those set out above and conducting interviews, legal and economic knowledge, management

Digital communication, use of the information system and digital tools

- management of the information system and databases, use of collaborative working tools

- use and management of professional digital documentation

- communication via professional social networks

- Responsible and controlled use of digital tools

Associated skills : digital and technological knowledge, typology and organisation of information systems, security procedures, digital applications, ...

General culture and expression

- Quality of language and written and oral communication: listening, comprehension, adapting to interlocutors, identifying points of view, ...

Foreign Modern Language

- Good level of written and oral professional communication in English (level B2 of the European Framework of Reference for Languages)

• Diploma from the Ministry of National Education and Youth Level 5 (BTS)

Find out more about this qualification (RNCP35473, exact wording of the diploma, name of the certifier, registration date of the qualification) by clicking here.

• All audiences

Technological (STMG) or general or vocational baccalaureate or level 4 and/or 3 years' professional experience.

18 people

• Fully classroom-based training

• Personalised course
• Group lessons

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

Positioning upstream of entry to training.

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

Taking into account the satisfaction of beneficiaries during and at the end of training.

Possibility of post-training support.

For beneficiaries with disabilities: possible adaptation of training and certification methods, support by the GRETA-CFA TH referent.

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

Trainers experienced in individualising learning.

Tests at the end of training (one-off assessment)

In-course assessment (CCF)

Positioning test and interview by appointment: accueil@greta-cfa-84.fr

Pre-registration link:

cliquez ici

Contact us to register for a meeting.

accueil@greta-cfa-84.fr

Fit into the job:

- in positions as Customer Adviser, Insurance and Savings Adviser, Teleconsultant in a brokerage firm, in product and service distribution functions in branches or within specialised platforms, whether in property and liability insurance or personal insurance, particularly savings and provident schemes.

- in management adviser, insurance benefits manager and claims manager positions, in brokerage firms or general agencies, in contract management functions from risk acceptance and pricing through to assumption of responsibility, compensation and claims settlement.

Continuation of studies in a professional Bachelor's degree in Insurance, Banking, Finance and possibly in Master's degrees 1 and 2.

Access for people with disabilities

• • Indicators : Not available - First outgoing session July 2026
    • Number of learners * : 
    • Number of learners sitting the exam : 
    • Satisfaction rate * : 
    • Examination pass rate * : 
    Integration rate on leaving training *: 
    • Integration rate in the trade concerned *: 
    • Study continuation rate * : 
      
    Break-up rate * : 
    Drop-out rate * : 

    * Reference period 01/09/2023 to 30/07/2024, calculated on the number of responses obtained

Careers: General insurance agent, insurance advisor, broker, insurance contract manager, counter clerk...

• Following career path: Possibility of joining a licence pro mention insurance, banking, finance in charge of customers or operational support.  

• Parcours Réussite : New training

• Added value:
  

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