Insurance specialist with a federal certificate: training, further education, providers, self-test

Eine Versicherungsfachfrau mit eidg. Fachausweis berät einen Kunden.
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Are you looking for an insurance specialist training course? - Here you will find suitable schools as well as further information, tips and resources for further training.

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Read our information, tips and tests to find out more about the level of awareness, requirements, costs, salary, duration, etc. of further training and professional examinations for insurance specialists.

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The insurance specialist develops long-term insurance planning for private individuals, SMEs and the self-employed based on individual concerns. Depending on the task and company, you will take on different processing and decision-making competencies. They work in the areas of life, accident, social and health insurance, transport insurance and technical insurance, as well as in the liability, property and asset insurance sectors and have comprehensive insurance expertise.

The insurance specialist with a federal certificate is responsible for organizing and protecting policyholders against the financial consequences of personal or material dangers or risks in the event of accidents and/or claims. They often act as advisors in customer service. You have an overview of the possible effects of claims. You also understand the internal and external contexts of your chosen insurance sector.

You can specialize in the area of personal insurance or property and asset insurance, with a particular focus on practical application. You will use your specialist knowledge in a targeted manner in risk analysis and in planning for optimum insurance cover. The review of a claim usually takes place on site, where you deal with the given facts. You are therefore constantly faced with new challenges, as negotiations must be conducted to the satisfaction of all parties involved. A claim is often preceded by clarifications with experts from other sectors.

The insurance specialist from the claims department checks the coverage and liability issues for incoming claims notifications after the various facts have been compiled. Depending on the function and company, you have different processing and decision-making powers. In the sales force, on the other hand, you sell insurance benefits. In order to conduct negotiations successfully, you need to master the most important basic rules of service marketing and sales. You must be familiar with information on rates, special conditions, the conclusion of contracts and the most important principles of insurance law, and you must always be informed about the latest offers in the industry.

You will find a wide range of jobs in middle management in the following areas: in the benefits/claims area, in the field service, in sales or consulting at agencies or at the insurance company's head office, in public administration, at various associations and organizations. However, you can also specialize in one area within the banking or insurance sector.

Are you interested in further training in this area? Then find out about the specific options here on the large Swiss education portal Ausbildung-Weiterbildung.ch.

Questions and answers

Graduates of the Swiss Federal Diploma of Insurance Specialist who aspire to a management position and are interested in the overall context of the insurance industry can enter the Higher College of Insurance HIA without an examination and benefit from the waiver of individual parts of the course.

Compulsory modules of the course for the professional examination for insurance specialists with a federal certificate:

  • Personal management
  • Insurance industry
  • Insurance law
  • Insurance marketing

Elective modules: (Three modules must be completed)

  • Property insurance
  • Asset insurance
  • Technical insurance
  • Transport insurance
  • Individual life insurance
  • Group life insurance (compulsory/super-compulsory)
  • Banking and Finance
  • Health insurance (compulsory/super-compulsory)
  • Accident insurance (mandatory/extra-mandatory)
  • AHV / IV and other social insurance
  • Insurance medicine

Process modules: (One module must be selected)

  • Underwriting, including product management
  • Claims and benefits processing, service management
  • Sales and support
  • Broking

The federal final examination deals with one of the aforementioned core processes.

Module structure Federal Professional Examination for Insurance Specialists with Federal Certificate:

  • Compulsory modules - in-depth study of insurance fundamentals
  • Elective modules - specialization in subject area
  • Process modules - final audit of a core insurance process

Proof of valid module certificates (compulsory modules and three elective modules) is part of the admission criteria for the federal examination. The module examinations must not date back more than five years.

The following admission criteria apply to the Federal Professional Examination for Insurance Specialists:

  • Federal Diploma of Vocational Education and Training (Federal VET Diploma, apprenticeship certificate) as a private insurance clerk and 2 years of professional experience in the insurance sector

or

  • Other Federal VET Diploma, completion of a federally recognized commercial secondary school or Baccalaureate, passed the "VBV insurance intermediary" exam and 3 years of professional experience in the insurance sector

or

  • Passed the "Versicherungsvermittler VBV" exam and 5 years of professional experience, including 3 years in the insurance sector

and

  • Proof of the required valid module certificates or confirmation of equivalence
Graduates of the course are characterized by a broad knowledge of the insurance industry and have in-depth knowledge in specific specialist areas. Their high level of expertise qualifies them as service providers in defined insurance processes.

Tips, tests and information on "Insurance specialist with federal certificate (BP)"

How well known is the qualification "Insurance Specialist (BP)"?
» Awareness, image
What salary can I expect after completing my training?
» Wage information, wage calculator
What do I learn in the preparation courses? How can I use what I have learned professionally?
» Skills and competencies
What opportunities does the training/degree open up for me?
» Further training opportunities
How long does further training to become an "insurance specialist (BP)" take? How does it work and how much does it cost?
» Duration of training and training costs
Is the "Insurance specialist (BP)" course suitable for me?
» Self-test for the course
What are the advantages of this further training?
» 10 advantages
What is required in the insurance specialist job? How are the activities divided up?
» Information from job advertisements

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

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As kv pro, we are committed to higher vocational training and are one of the largest providers of part-time continuing education, further training in the commercial sector in the region. Originating from the continuing education, further training and management training of the KV Basel commercial school (Basel-Stadt) and Avanti KV Weiterbildungen (Baselland), we have been shaping the commercial education system in the region for more than 150 years.

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