Manage Complex Risk Portfolio Workshop

Description

This course describes the skills and knowledge required to manage clients with a complex insurance portfolio by identifying and assessing risks and negotiating insurance changes and renewals. It also involves identifying additional exposures and advising on changes to the insurance program.

This applies to brokers who synthesize industry information and monitor clients’ product needs.

Learning Outcomes

By the end of this workshop, you should be able to:-

• Identify significant risk changes impacting client portfolio
• Advise clients on changes to insurance program
• Negotiate complex changes and renewals with insurers
• Obtain client instructions and arrange changes to insurance program.

Programme Outline