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Official Course
Description: MCCCD Approval: 12-10-02 |
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CSR202
2003 Spring – 2009 Summer I |
L+L |
3.0 Credit(s) |
4.0 Period(s) |
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Insurance
Representative Services |
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Insurance
membership group operations. Emphasis upon computer workstation usage,
Membership group operations, representative responsibilities, and membership
eligibility determination. Covers quote entry, resource tool usage, and file
management and notation procedures. Prerequisites: None. |
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Go to Competencies Go to Outline
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MCCCD
Official Course Competencies: |
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CSR202 2003
Spring – 2009 Summer I |
Insurance Representative Services |
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1.
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Operate a computer workstation. (I) |
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2.
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Cite Reciprocal Inter-Insurance Exchange (RIIE)
Representative best practice standards. (II) |
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3.
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Explain the structure of an RIIE operation. (III) |
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4.
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Describe RIIE membership eligibility factors. (IV) |
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5.
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Explain computer desktop customization procedures. (V) |
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6.
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Demonstrate procedures for entering automobile insurance
quotes. (VI) |
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7.
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Use print and internet based information resource tools in
the provision of automobile insurance services. (VII) |
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8.
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Manage customer files on an RIIE computer intranet. (VIII)
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9.
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Demonstrate procedures for making electronic inter-office
file notations that allow different representatives to work the same account
file. (IX) |
Go to Description Go to top of
Competencies
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MCCCD
Official Course Outline: |
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CSR202 2003
Spring – 2009 Summer I |
Insurance Representative Services |
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I. Workstation Usage A. Ergonomic Principles B. Security Stipulations C. Operation Standards II. Representative
Responsibilities A. Job Duties B. Related Job Duties C. Member Information
Capture III. Reciprocal
Inter-Insurance Exchange Structure A. Definition B. Structure 1. Subsidiary Components 2. Purpose 3. Subsidiary Demographic
Considerations IV. Eligibility Factors A. Eligibility /
Acceptability Distinction B. Eligible Persons C. Military Customer
Protocol 1. Resources 2. Titles 3. Alternate Greeting
Documentation V. Desktop Components A. Identification B. Organization C. Customization VI. Quote Entry A. Service Flow B. Member Number Concerns C. Auto Application Tools D. System Navigation VII. Information Resources A. Print Based Resources B. Internet Based Resources
VIII. File Management A. Purpose B. File Creation C. File Amendment IX. File Notation A. Specific Call Back Time
Establishment B. Temporary File Notation
Procedures C. Permanent File Notation |
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