Go to top

PDI - Insurance Underwriting and Claims (此課程內容只提供英文版本)

高峰進修學院
高峰進修學院
最新課程/研討會 持續進修基金課程
課程編號
792I2
課程範疇
保險
課程程度
單元證書
開辦院校
高峰進修學院
上課時數
30
有關課程開課日期資料,請聯絡2836 1922 | 高峰進修學院

(此課程內容只提供英文版本)

Learning Outcomes

  • evaluate insurable risks and suggest ways for loss prevention in regard to different types and nature of risks;
  • assess moral and physical hazards under different business activities and recommend underwriting policy with appropriate premium, terms and portfolio management;
  • apply basic working knowledge of different forms and types of reinsurance contracts and the relevant reinsurance market practice; and
  • propose suggestions in managing claims services by applying principles of insurance law and claims for different disputes and claims settlement scenarios.


Learning Contents

  1. Principles of rating and underwriting
  • Nature of statistical base of insurance
  • Risk data and insurance database, big data
  • Rating structure as a means of obtaining and maintaining business
  • Use of data to calculate pure risk premium
  • Factors involved in pricing of insurance
  • Premium equation
  1. Risk assessment and underwriting of different types of Insurance
  • Scope of cover
  • Physical and moral hazards
  • Standard and non-standard risks
  • Assessment of risks for underwriting
  • Factors for premium loading or reduction
  • Reassessment of risks on renewal
  • Underwriting philosophy including underwriting cycle and portfolio underwriting
  1. Risk evaluation and loss prevention
  • Reasons for risk surveys
  • Characteristics of insurance surveyors' reports
  • Nature of recommendations and requirements from surveyors
  • Principles of loss prevention and risk reduction, including fire wheel, fire & theft protection
  1. Reinsurance
  • Purpose, type and method
  1. Claims
  • Legal principles relating to claims
  • Key information on claim forms and reports
  • Role and functions of adjusters and assessors in claims settlement
  • Settlement of disputes including The Insurance Complaints Bureau, negotiation, mediation and arbitration
  • Review of claims performance

入學條件

同等學歷
香港中學會考五科成績達E級 / 第二級或以上,包括英國語文及中國語文,及具三年或以上相關全職工作經驗
香港中學文憑試五科成績達第二級或以上,包括英國語文及中國語文,及具兩年或以上相關全職工作經驗

持續進修基金課程編號

33Z139301

持續進修基金課程名稱

Insurance Underwriting and Claims (Module from Professional Diploma in Insurance)


備註

Entry Requirements:

  • Five HKDSE subjects at Level 2 or above, including English Language and Chinese Language with 2 or more years’ relevant full-time work experience; OR

  • Five HKCEE subjects at Grade E / Level 2 or above, including English Language** and Chinese Language with 3 or more years’ relevant full-time work experience; OR

  • Equivalent

  • Mature applicants, i.e. those aged 23 or above, with 2 or more years of relevant full-time work experience may also be accepted subject to a satisfactory admission interview.

            ** HKCEE English Language taken in 2006 or before should be at Grade E orabove (Syllabus B) / Grade C or above (Syllabus A)

 

Continuing Education Fund

The modules of “Professional Diploma in Insurance” (PDI) have been included in the list of reimbursable courses for Continuing Education Fund (CEF) purposes (https://www.wfsfaa.gov.hk/cef). The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).

For the modules commenced on or before 31 March 2022 (the 1st module should be commenced on or before the date), CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfilment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each of the 4 modules.

For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one  module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each module.

CEF course code

(for the modules commenced after 16 August 2022)

CEF Course Title in English

(for the modules commenced after 16 August 2022)

 

33Z139301

Insurance Underwriting and Claims (Module from Professional Diploma in Insurance)

 

課程報名

請使用指定的報名表格並按照表格內的“報名須知”報讀課程。
申請人于報名時必須出示由香港特別行政區(香港特區)入境事務處所簽發的香港身份證 / 護照 / 旅行證件、或有效的來港就讀簽證。
各個課程之入學條件有別,申請人在報讀時必須依從個別課程之入學條件作出申請。
所有課程名額均以先到先得方法分配,任何未填妥之表格,或學生未有附上學費的報名表,本院將不會處理。

截止報名日期
截止報名日期為每班開課前七個工作天##(截止報名日期或會因應收生情況而有所更改)。

開課通知
成功申請人將于開課前至少三個工作天##接獲本院以閣下指定的聯絡方法通知開課詳情。本院對因郵遞失誤而寄失的開課通知書,概不負責。如在開課前尚未接獲通知,申請人可致電本院查詢(電話:2836 1906)。

學費/收據
如學生所報讀的課程將在報名當日起計7個工作天##內開課,學生必須以現金繳交學費。
除學生之申請不獲接納或所選課程取消 / 改期外,所有已繳學費恕不退還。學費及學額亦不可作任何更改(包括不可轉班)或轉讓他人。
學生需于第一堂簽收收據,若學生于報名截止日後繳費,收據或會稍遲發出。本院會通知未簽收收據之學生領取收據的安排或將收據郵寄予學生。如學生要求以郵寄方式收取收據,本院對郵遞失誤概不負責。學生如要求本院發出收據副本證明,需以書面通知本院課程組,並需繳付港幣100元手續費。收據重發申請須以支票付款,抬頭為「職業訓練局」。查詢請致電2836 1862。

## 工作天(不包括星期六及星期日)


 

Mr. Simon Yip (Programme Director)
Tel: 2919 1402
Email: simonyip@vtc.edu.hk

Mr. Alfred Chu (Programme Secretary)

Tel: 2919 1545
Email: chuxiayou@vtc.edu.hk

Fax: 2891 5707

網上電郵查詢


課程特點圖示
課程特點圖示:
  • 網上報名
  • 持續專業發展課程
  • 再工業化及科技培訓計劃
  • 普通話課程
  • 非華語人士中文課程
  • 最新課程/研討會
  • 持續進修基金課程
  • 職業英語課程
  • 國家普通話水平測試
  • Vplus 工程專才
  • Vplus 創意專才