LOMA 290 Outline

 

Associate, Life Management Institute (ALMI)
Insurance Company Operations – LOMA 290


Objectives:

Insurance Company Operations describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.


Target Group

People working in the insurance industry or new aspirants who want to join the industry.


Contents:

Organizations & Operations
- Stakeholders In An Insurance Company
- Organizing Insurance Company Operations
- Holding Company Systems


Corporate Governance, Ethics, and Control
- Corporate Governance
- Ethics
- Ethical Control


Legal & Compliance
- Organization of Legal & Compliance Functions Elements of Products Financial Design
- Responsibilities Of The Legal Department


Human Resource Management 
- Organization Of Human Resource Department
- Human Resource Planning
- Employee Selection, Training and Development, Performance Evaluation, Compensation and Employee Benefits, Compliance


Information & Technology
- Responsibilities Of The IT Department
- Organization Of The IT Department
- Business Process Technology
- Telecommunications
- IT Security & Disaster Recovery


Financial Management
- Organization Of Financial Management
- Responsibilities Of Financial Management
- Financial Compliance


Accounting, Treasury Operations, and Auditing
- Users Of Accounting Information
- Financial Accounting & Management Accounting


Investment Management
- Investment Policy & Risk
- Investment Operations & Investment Portfolios


Marketing
- Organization Of Marketing
- Marketing Mix
- Basic Insurance Marketing Activities


Product Development
- Needs Met By Life Insurance
- Third Party Institution Distribution System
- Direct Response Distribution System


• Underwriting
- New Business Processing
- Organization Of New Business and Underwriting Operations


Claim & Annuity Benefit Administration
- Organization Of The Claims Department
- Claims Philosophy and Claim Practices
- Claim Investigation


Customer Service
- Organization Of The Customer Service Department
- Customer Service Process


Duration

30 Training Hours

 

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