Official Course Description:
MCCCD Approval: 12-10-02 |
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CSR208 2003
Spring – 2009 Summer I |
L+L |
2.0 Credit(s) |
3.0 Period(s) |
Automobile Policy Provision |
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Automobile insurance representative policy provision considerations. Emphasis upon providing automobile insurance association member service. Covers driver history report review, underwriting mistake correction, and office calendar software usage. Also includes customer service performance report review and documentation, in-person resource utilization, industry goal relation, and member need resolution procedures. Prerequisites: None. |
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MCCCD Official Course Competencies: |
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CSR208 2003 Spring – 2009 Summer I |
Automobile Policy
Provision |
1. |
Provide account representative services to automobile insurance association members. (I) |
2. |
Analyze customer service performance reports. (I) |
3. |
Utilize in-person assistance resources in the resolution of customer service issues. (II) |
4. |
Formulate solutions for common underwriting referral mistakes. (III) |
5. |
Review customer motor vehicle and claims loss underwriting exchange reports. (IV) |
6. |
Explain procedures for the resolution of customer service needs. (V) |
7. |
Utilize an electronic office calendar software program. (VI) |
8. |
Record automobile insurance association membership service operations. (VII) |
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MCCCD Official Course Outline: |
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CSR208 2003 Spring – 2009 Summer I |
Automobile Policy
Provision |
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I. Service Provision A. System Log-on B. Service Provision C. Performance Debrief 1. Report Receipt Procedures 2. Analysis II. In-Person Resources A. Skills Development Unit B. Underwriting Team Reference C. Assistance Referral Process III. Underwriting Troubleshooting Procedures A. Common Mistake Typology B. Mistake Identification C. Correction Procedures IV. Driver History Review A. Motor Vehicle Reports B. Claims Loss Underwriting Exchange Reports V. Issue Resolution A. Need Identification B. Account Review 1. Account History 2. Resource Usage C. Account Amendment D. Documentation VI. Office Calendar Software A. Component Identification B. Navigation C. Information Management 1. Information Addition 2. Information Deletion VII. Job Performance Documentation A. System Navigation B. Information Entry C. Report Interpretation D. Performance Improvement Strategy |
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