Bachelor's degree in insurance claims management

Upon completion of the course, the trained professional will be able to carry out the following tasks:

• Managing relations with the client and/or all parties involved in the claim
• Receiving and supporting the victim of the loss or the beneficiary of the benefit
• Communicating with the insured party, the third-party victim or the beneficiary of a benefit, and with the various parties involved in the claim
• Investigating the claim within a specific legal and technical context
• Determining the level of cover for the loss
• Identifying liabilities and possible remedies
• Implementing the necessary protective measures
• Assessing the potential total cost of the claim
• Settling the claim in accordance with internal procedures
• Calculating the amount of compensation or benefit due to the victim, customer or third party
• Payment of the compensation or benefit due in accordance with internal anti-money laundering procedures and legal rules concerning protected persons
• Exercising subrogatory or contractual recourse or recovering overpayments
• Handling a complaint, summons or dispute in the context of a contractual claim
• Negotiating with the insured, the third-party victim or the beneficiary throughout the case management process with a view to reaching a final settlement.=
• Negotiating financial and strategic matters and developing the relationship with the insured, the third-party victim and all parties involved in the settlement of the claim or the benefits due
• Active participation in the continuous improvement of the quality of service provided to the insured and/or the third-party victim in order to maintain a positive relationship

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 hands-on, 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.
• Prepare for meetings by gathering relevant information, defining objectives and anticipating questions.
• Conduct initial consultations 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 follow-up of cases.

BC02 – Advise on and market insurance, savings and financing solutions, whether for personal use or in a professional capacity, whilst complying with regulations and respecting clients’ rights

• Open bank accounts by checking that applications are 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 repayment capacity.
• Negotiate commercial and financial terms, address objections and close the sale in the best interests of both the customer and the bank.

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

• 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)