1.
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Examine organizational history, structure, vision, and strategies. (I)
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2.
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Explain claim department mission and ways to incorporate it in
customer service. (I)
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3.
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List loss report flow and elements in a claim. (I)
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4.
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Review various computer systems used when filing claims. (I)
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5.
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Utilize company customer service principles in daily practice. (II)
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6.
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Practice using key functions such as search in different computer
systems. (II)
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7.
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Interpret privacy guidelines and customer's rights to protect private
information. (II)
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8.
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Identify private data from information that can be released. (II)
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9.
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Describe life cycle of an auto insurance policy. (III)
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10.
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Explain roles and responsibilities of a loss reporting representative.
(III)
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11.
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Name other departments and their functions which are involved in a
claim process. (III)
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12.
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List products and services offered, and ways customer can reach the
claim department. (III)
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13.
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Examine types of callers, their relationship to the policy holder, and
common questions they ask. (III)
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