TOP

Professional Communication in Underwriting

Do you know your strengths? Attend the CUS advanced module!

Communication: 22–26 May 2023

CII CPD accredited programme

Underwriting decisions need to be evidence-based, taking into account all possible information sources (e.g., doctors’ reports and underwriting manuals). Professional and effective communication is an integral part of every stage of the process. While keeping in mind the company’s as well as the customer’s benefits, the underwriter has to be prepared to:

  • Build rapport with the client/agent
  • Use questioning and listening techniques when collecting data
  • Justify underwriting decisions
  • Cope with difficult conversational partners

Seminar participants will prepare and practise appropriate argumentation techniques in regular and challenging situations. Continuous personal feedback from the trainers helps the participants develop new perspectives and improve their communication skills.

Target group: Underwriters in Life/CI/Disability insurance with a CUS certificate (Certified Underwriting Specialist – CII CPD accredited programme) and/or advanced skills (at least five years of work experience)

Location: The course will run on-site in Cologne, Germany

CII CPD hours: 31.5

Seminar fee: EUR 2500 (plus VAT where applicable)

Registration: Please get in touch with your local Gen Re contact

 

Anke Siebers joined the Gen Re Business School in 2005. As an Insurance Education Consultant, she is responsible for the international Business School seminars, webinars and publications in Life/Health underwriting and claims. Being a psychologist, Anke has a professional core interest in mental health topics and a personal passion for international projects.

Do you have any questions? Please don’t hesitate to get in touch with us.