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Is one of your practice goals to expand and establish a link to the group insurance business? Are you currently leaving a lucrative group insurance opportunity on the table? If so, this certificate program is for you.
Through the Group Insurance Certificate program, you will gain an understanding of the full range of group benefit coverages and plans for employee groups. You will also learn about plan funding, administration, and special marketing protocols, as well as the underwriting and claims processes of group benefit plan management.
To successfully obtain the Group Insurance Certificate, candidates will need to complete all twelve modules in this program within one calendar year.
Following an introduction to group insurance, underwriting methods and insurable groups, this module addresses the issues of risk and the uncertainty of financial loss, with a focus on pure risk.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
Employers or other sanctioned organizations offer benefit coverage and plans to various groups including single-employer plans, multi-employer plans, association plans and creditor plans. This module also addresses the key participants and features for group benefit plans.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
This module compares group insurance and individual insurance, with a focus on the benefits of group insurance. This module also provides a general overview of the key funding methods and factors that impact the options for managing the associated financial risk or liability.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
Benefit plan administration includes a wide range of tasks that vary depending on whether the plan is new, established or undergoing changes. This module focuses on basic administrative activities and various approaches for carrying them out.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
Following an introduction to group insurance, underwriting methods and insurable groups, this module addresses the issues of risk and the uncertainty of financial loss, with a focus on pure risk.
This module provides a description of the process and considerations for health care, dental care and disability claims submissions, and explains the role of the claims analyst, with emphasis on the timely and accurate payment of claims.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
A detailed discussion on how group insurance is priced, factors considered in pricing, and the types of claims considered. In each case, the cost of the claim incurred, claims paid, and reserves are related as critical parts of the pricing process. Plan expenses, plan design and group characteristics are also identified as integral parts of pricing.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
An in-depth review of group insurance income replacement plans, which protect employees against loss of income in the event of a short-term disability. Topics covered include design, funding and administration for various types of plans, accounting requirements, managing employee absence, and the cost of providing benefits.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
A review of the services offered under extended health care plans. This module addresses plan design and administration of extended health care plans, as well as special features such as deductibles, co-insurance, benefit maximums, customary charges and covered expenses.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
An overview of the services offered under dental care plans. For group insurance purposes, dental care services are generally grouped into basic or routine care, major restorative and orthodontic services.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
With a focus on the design, administration, taxation and funding considerations of Employee Assistance Programs and wellness programs, this module discusses the ancillary benefits employers might provide such as family benefits, financial benefits, and group legal insurance.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
In flexible benefits plans, the employees decide how employer benefit dollars are spent on their behalf. This module addresses the services and limits offered under flexible benefit plans, various approaches for introducing flexibility, and the pricing and credit structure of the plan.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
A review of the processes involved in group insurance marketing. This module also defines the roles intermediaries such as agents, brokers, consultants, and account executives play in the marketing process.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Group Benefits Plan Management, Ann O’Neil, 2015 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes
Completion Requirements:
Members: $405.00 plus shipping & taxes
Non-members: $688.50 plus shipping & taxes
Administrative Policies:
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