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Professional Communication in Underwriting

Do you know your strengths? Attend the Advanced Underwriting Series!

Communication: Date to come

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 draw up 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: Up to 42

Seminar fee: EUR 2500 (plus VAT where applicable)

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

 

Carolin Rühling has been working as an Insurance Education Consultant in the Gen Re Business School since the beginning of 2019. Her current focus is on Life/Health underwriting and international Business School webinars. She holds a Master of Science in Crosscultural Psychology and is therefore also particularly interested in issues of international cooperation.

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