Insurance Fundamentals for Managers

Insurance Fundamentals for Managers

Course schedule

Classroom Training:
DateVenueDurationPrice
22 - 26 Jun 2026London5 days£4,495
24 - 28 Aug 2026London5 days£4,495
23 - 27 Nov 2026London5 days£4,495

Please note: prices shown above are exclusive of VAT (20%).

If you don’t see your preferred course date, please contact us.

Course Overview

A practical introduction to how insurance markets work and how core functions support organisational decision making. You learn the essentials of underwriting, pricing, claims, and risk evaluation. The course strengthens your ability to assess exposures, engage with insurers, and improve internal controls. You leave with clearer insight into how insurance supports strategy and day-to-day operations.

Who Should Attend

  • Insurance Managers
  • Risk Analysts
  • Finance Managers
  • Compliance Officers
  • Public Sector Policy Leads

Course Outcomes

  • Explain key insurance functions.
  • Improve policy and coverage decisions.
  • Engage more effectively with brokers and insurers.
  • Assess exposures with confidence.
  • Strengthen organisational risk planning.

Course Topics

Structure of Insurance Markets

  • Market participants and their roles
  • Public and private sector insurance needs
  • Market cycles and pricing drivers
  • Global trends shaping demand

Underwriting Essentials

  • How underwriters evaluate risks
  • Key data and documents reviewed
  • Portfolio balance and risk appetite
  • How underwriting affects premiums

Claims Handling and Recovery

  • Claims assessment steps
  • Evidence, reporting, and timelines
  • Disputes and escalation routes
  • Improving organisational claims processes

Risk Management in Insurance

  • Risk identification and mapping
  • Linking controls to coverage gaps
  • Loss prevention strategies
  • Monitoring emerging risks

Insurance Regulation, Compliance and Governance

  • Supervisory bodies and reporting needs
  • Conduct and accountability duties
  • Data requirements for regulators
  • Internal policy frameworks

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