Date/Time Course Title Level 27 Nov 2018 (Tue) 9:30am-5:00pm 28 Nov 2018 (Wed) 9:30am-5:00pm

Transcription

1 THE HONG KONG CONFEDERATION OF INSURANCE BROKERS 香港保險顧問聯會 General Circular 84/18 Date: 12 October 2018 Subject: More High Quality FIS Seminars in November delivered by top class speaker from CII Dear Members Thank you again for your support in the past few months for the courses organized by CIB under the Financial Incentive Scheme (FIS) for Professional Training Insurance Sector. We are pleased to announce that we have scheduled another round of courses in November and we believe that you will find them relevant and practical. Please do encourage your staff members to enroll for these high-quality training courses. Further details can be referred to the below table: Date/Time Course Title Level 27 Nov 2018 (Tue) 28 Nov 2018 (Wed) IA CPD Hours Insurance Broking Practice Intermediate 6 Effective Technical Explanation of Coverage Terms to Clients Advanced 6 29 Nov 2018 (Thu) Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients Intermediate 6 Speaker: Janet Sherry Language: English Course Fee: HK$200 Venue: HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road, Central (Exit J3, MTR Central Station) Deadline: 21 November 2018 Please click HERE to enroll and for course details. Don t miss any FIS Seminar no matter you have or have not attended one before. We wish to receive your continuous support and we look forward to your keen participation! Kind Regards Tommy Chan Secretary-General & Registrar The Hong Kong Confederation of Insurance Brokers Encl.

2 NOVEMBER PROGRAM OUTLINE Insurance Broking Practice Date & Time: Lunch Time: 27 November 2018 (Tuesday, ) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon completion of this course, students will be able to Understand the role of broker in meeting client needs, the negotiation and placing of insurance contracts and how to select insurers. Design and operate insurance programmes and understand the role of the broker in claims negotiation and premium collection Outline: The course content will cover the following topics: Understand the role of the broker in meeting client needs Understand the negotiation and placing of insurance contracts Understand how to select insurers. Know how to design and operate insurance programmes Understand the role of the broker in claims negotiation and premium collection Presenter: Janet Sherry - ACII Chartered Insurance Practitioner Janet has had a long and varied career in the insurance and risk management world before becoming involved in professional training and education. She performed a variety of client relationship roles in the insurance and risk management world over more than 30 years; primarily working in multinational broking organisations managing relationships with large international corporate clients. In addition, Janet has performed in house risk and insurance management roles in complex multinational organisations and worked as an international account manager for an American insurer specialising in global property programmes. Around 8 years ago she took time out to complete a Health Sciences qualification, and her first involvement with training was for a small local company delivering Employee Wellbeing courses to corporate clients. Since 2011 Janet has specialised in face to face and remote training for insurance professionals, mainly those studying for Chartered Insurance Institute examinations. Her broad experience across most areas of general insurance has enabled her to deliver training for a wide variety of technical subjects, with added insights from her own experience.

3 NOVEMBER PROGRAM OUTLINE Effective Technical Explanation of Coverage Terms to Clients Date & Time: Lunch Time: 28 November 2018 (Wednesday, ) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon completion of this course, students will be able to Use communication skills to ensure that clients can differentiate between a sales pitch and a real assessment of the risk issues affecting the organization Ensure clarity of message. Understand the pitfalls poor communication can have on an insurance contract Outline: The course content will cover the following topics: Recognizing the level of technical insurance and risk management knowledge of client Recognizing the risk averseness and level of concern/seriousness with which client approaches the insurance requirements/proposals Recognizing the level of seniority of the client s appointed insurance procurement officer Different approach to direct appointment or tenders Use of clear but technically differentiated language Presenter: Janet Sherry - ACII Chartered Insurance Practitioner Janet has had a long and varied career in the insurance and risk management world before becoming involved in professional training and education. She performed a variety of client relationship roles in the insurance and risk management world over more than 30 years; primarily working in multinational broking organisations managing relationships with large international corporate clients. In addition, Janet has performed in house risk and insurance management roles in complex multinational organisations and worked as an international account manager for an American insurer specialising in global property programmes. Around 8 years ago she took time out to complete a Health Sciences qualification, and her first involvement with training was for a small local company delivering Employee Wellbeing courses to corporate clients. Since 2011 Janet has specialised in face to face and remote training for insurance professionals, mainly those studying for Chartered Insurance Institute examinations. Her broad experience across most areas of general insurance has enabled her to deliver training for a wide variety of technical subjects, with added insights from her own experience.

4 NOVEMBER PROGRAM OUTLINE Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients Date & Time: Lunch Time: 29 November 2018 (Thursday, ) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon completion of this course, students will be able to Approach underwriters to get the best deal for their client Manage the clients expectations including a better or earlier communication with the clients Outline: The course content will cover the following topics: Recognizing the appetite and underwriting restrictions on terms and capacity of the insurer Best professional practices in approaching an underwriter Need for detailed professionally presented underwriting information Adequate information but not data dumping Patient approach not broker demands Presenter: Janet Sherry - ACII Chartered Insurance Practitioner Janet has had a long and varied career in the insurance and risk management world before becoming involved in professional training and education. She performed a variety of client relationship roles in the insurance and risk management world over more than 30 years; primarily working in multinational broking organisations managing relationships with large international corporate clients. In addition, Janet has performed in house risk and insurance management roles in complex multinational organisations and worked as an international account manager for an American insurer specialising in global property programmes. Around 8 years ago she took time out to complete a Health Sciences qualification, and her first involvement with training was for a small local company delivering Employee Wellbeing courses to corporate clients. Since 2011 Janet has specialised in face to face and remote training for insurance professionals, mainly those studying for Chartered Insurance Institute examinations. Her broad experience across most areas of general insurance has enabled her to deliver training for a wide variety of technical subjects, with added insights from her own experience.

5 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Insurance Broking Practice 27 November 2018 (Tuesday) 2711BP HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

6 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Effective Technical Explanation of Coverage Terms to Clients 28 November 2018 (Wednesday) 2811CT HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

7 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Techniques and Practices for Broking in a Hardening Market to Obtain the Best Results for Clients 29 November 2018 (Thursday) 2911HM HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

8 Enrolment Rules Governing CIB Seminars 1) CIB Seminars are open for enrolment to all interested persons of Hong Kong. 2) All enrolments should be sent with payment to the CIB Secretariat prior to the specified closing date of each Seminar. 3) Enrolment will be processed on a first-come-first-served basis. Enrolment without payment will not be entertained. 4) Confirmation of enrolment will be sent by fax or to enrolling participant or to the contact person. In case you have not received confirmation 1 day prior to the Activity, the Company contact person should contact the CIB Secretariat for the status. Only those who have their enrolment confirmed will be admitted to the seminar. Substitution or Cancellation 5) Written request from enrolling Participant for substitution of participant prior to the specified closing date of a Seminar will be entertained. 6) Substitution is allowed after the specified closing date of the Seminar but a fee is applicable. 7) Seminar will be cancelled if a No. 8 or higher tropical signal or black storm warning is hoisted within 3 hours before the commencement of activity or during the Seminar. The activity may be re-scheduled or registrations may be transferred to other CIB Seminar of same fee level. No refund will be given. 8) CIB reserves the right to cancel or re-schedule a Seminar with prior notice. Any fee paid for a cancelled or rescheduled Seminar will be refunded to the enrolling Participant. Registration of Attendance 9) All Participants have to prove their identities by showing the Hong Kong Identity Card or passport or driving license at designated registration counter and to sign in for confirming their attendance. No other proof of identity will be accepted. 10) 45 minutes after the commencement of a Seminar, registration counter will be closed and NO registration of attendance for that Seminar will be entertained. The participant may sit in the Seminar but will not be granted any certificate of attendance. 11) All Participants are required to sign in again after the lunch break. Granting of CPD Hours / Statement of Completion 12) When the Seminar is finished, participants should collect the certificate of attendance before leaving. Participants who fail to collect certificates of attendance before leaving will be considered as early retirees. 13) The following participants will not be awarded certificate of attendance with CPD Hours/ Statement of Completion: (a) (b) (c) (d) those failing to register attendance before the registration counter closes; or those, except for the break allowed in the programme, taking any other breaks longer than 10 minutes; or those retiring earlier than the end of the Seminar; or those who leave during the seminar/course and return before the seminar/course is ended. 14) ONE CPD hour will be deducted for any late arrival of over 10 minutes but not more than 30 minutes after the commencement of the Seminar. THREE CPD hours will be deducted for any late arrival for over 30 minutes but not more than 45 minutes after the commencement of the Seminar. Thereafter no CPD hours will be awarded. 15) For those who are late for more than 1 hour after the commencement of the Seminar, entry into the Seminar will be refused, and no certificate of attendance will be awarded. 16) For 2-consecutive days course, you must attend and complete the entire two-day course to earn the CPD Hours and receive a Certificate from CIB. 17) If the certificate of attendance is lost, the participant may apply in writing for a letter of certification at an administration fee of HK$100 payable to CIB. 18) HKCIB will have the final decision and reserves the right to change the rules without prior notice. Any further correspondence will not be entertained FIS CPD form-08.17