Bachelor's degree in insurance claims management

Upon completion of the course, the trained professional will be able to:

• Manage the relationship with the client and the parties involved in the claim.
• Receive, inform and support the victim or the beneficiary of the benefit.
• Communicate with the relevant parties regarding the progress and management of the case.
• Investigate a case within a specific legal and technical context.
• Determine the extent of cover for the loss.
• Identify liabilities and possible remedies.
• Implement appropriate precautionary measures.
• Assess the potential total cost of a claim.
• Settle a claim in accordance with internal procedures.
• Calculate the amount of compensation or benefit due.
• Apply anti-money laundering procedures and legal rules relating to protected persons.
• Exercise a right of subrogation or contractual recourse, or recover an overpayment.
• Handle a complaint, a summons or a dispute.
• Negotiate with the policyholder, the third-party claimant or the beneficiary with a view to resolving the case.
• Negotiate the financial and strategic aspects of the claim settlement.
• Build a positive relationship with all stakeholders.
• Contribute to the continuous improvement of service quality and customer satisfaction.

The training is organised into two skill modules, enabling step-by-step progression. It alternates between theoretical input, practical exercises and assessment sessions to promote practical and progressive learning.

BC01 – Welcoming and supporting banking and insurance customers in a multi-channel environment, identifying and analysing their needs

• Welcoming customers in person or remotely, adapting communication to each situation – including where customers have a disability – and building a relationship of trust.
• Preparing for meetings by gathering relevant information, defining objectives and anticipating questions.
• Conduct initial consultation meetings in accordance with ethical standards, practise active listening and identify clients’ needs as well as business opportunities.
• Analysing clients’ financial, legal and tax situations using documents and analytical tools, including digital and AI-based ones.
• Draft meeting minutes to ensure a record of discussions and personalised case management.

BC02 – Advise on and market insurance, savings and financing solutions, whether for personal use or as part of their professional activity, whilst complying with regulations and respecting clients’ rights

• Open bank accounts by checking that the documentation is in order and explaining the services, terms and conditions of use.
• Advise clients on payment methods and banking services suited to their needs and risk profile.
• Propose savings solutions by outlining their features, tax implications and benefits in line with the client’s objectives.
• Recommend the property and casualty insurance policies best suited to the client’s situation and protection needs.
• Support financing projects by proposing solutions tailored to the client’s repayment capacity.
• Negotiate commercial and financial terms, address objections and close the sale in the best interests of both the client and the institution.

Throughout the course, learners benefit from personalised support with regular monitoring by the teaching team and progress reviews to tailor the learning experience to each individual’s needs.  Our teaching methodology prioritises a practical, industry-focused approach: case studies, role-plays, simulated scenarios and collaborative activities enable learners to learn in conditions that closely mirror the real working world.

• Professional certification Level 6

Further information on this qualification (RNCP39615, exact title of the qualification, name of the awarding body, date of registration of the certification) by clicking here.

• All audiences

- Have a faithful representation of the job and a good motivation to do it

- Hold a Bac+2 (Level 5) diploma or a Validation des Acquis Personnels et Professionnels (VAPP)

15 people

• Fully classroom-based training

• Group lessons

• Resource centre
• Room equipped with networked computer workstations
• Unmarked room with video projector

Positioning prior to entry to the course.

Interviews, remediation with the educational referent and/or company referent during the course.

Insurance professionals

Trainers experienced in the individualisation of learning.

Teachers certified in National Education, Bac +3 trainers with significant experience in adult training, professional speakers.

Formative assessments are carried out throughout the course to evaluate the candidate’s progress and their mastery of professional skills.

The final examination is based on a professional portfolio.

Integration into employment in:

• Claims manager
• Claims adjuster/adjuster
• Claims writer/Claims benefits manager
• Complex claims manager or writer
• Manager Major claims consultant
• Major bodily injury claims manager
• Penal defence and recourse manager/Claims lawyers
• Complex claims research manager

in insurance companies, bancassurance companies, agencies or insurance brokerage firms. They may also work, in a claims department, in a large company with a claims management department or in an organisation such as the French Central Bureau or the Guarantee Fund, or even for a local authority.

Access for people with disabilities

Transport

Métro 1 or 2 : Gare St Charles
Then 1 min walk

This course, which prepares students for a Bachelor's degree, is organised in partnership with IFPASS (Institut de Formation des Professionnels de l'Assurance)