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Syllabus
| Course
Information |
| Course title |
Florida 40hr Registered
Customer Service Representative Designation Course |
| Course number |
INS005 |
| Course description |
OnLine Designation course which is designed and taught
to comply with the State requirements for Customer Representative State examination. After completion of this course, you will receive the Customer Service Representative designation which allows you to apply to the Department of Insurance for your license and WAIVES the State exam. Topics covered include: Automobile, Property Insurance, Inland Marine, Crime, Workers Compensation, General Liability, Health Insurance, and State Law. |
| Location |
OnLine
in Florida through Brevard, Broward,
Central Florida, Edison, Hillsborough, Manatee Miami-Dade,
Palm Beach CC, Pasco-Hernando, Pensacola, Polk, SCCorporate, Tallahassee,
and Valencia colleges |
| Meeting day(s) |
7 days per week |
| Meeting time(s) |
24 hours |
| Course Length |
1 College semester |
| Pre-Requisites to getting your license. |
http://www.fldfs.com/Agents/Qualifications/4-40.htm |
| Course
Goals |
| Course Goals |
The Goal is to complete the required pre-licensing
with the minimum hassle. State exam waived for qualified
students. |
| Course
Outline |
|
| Title |
Unit
|
Hours |
| Welcome
& Common Questions |
1 |
0 |
Basic Florida Insurnce
Principles, Concepts and Laws
- Risk
- Insurance Policies and Binders
- Insurance Contract Characteristics
- Property Insurance Concepts
- Liability Insurance Concepts
- Policy Conditions
- Bases for Insurer Avoidance of Performance
|
2 |
3 |
Automobile
- Florida Financial Responsibility Law
- Concepts and Laws
- Personal Auto
- Business Auto Policy
- Garage Insurance
|
3 |
5 |
Property Insurance
- Commerical Property Insurance
- Dwelling Program
- Farm Coverage
- Flood Coverage
|
4 |
5 |
General Liability
- Commercial General Liability Contract
- Excess/Umbrella Policy
- Professional Liability
- Personal Liability
- Farm Liability
- Employment-Related Practices Liability
|
5 |
3 |
Package Policies
- Homeowners Insurance
- Commerical Package Policies
|
6 |
2 |
Worker's Compensation
- Employers and Employees
- Penalties for Non-compliance
- Compensation
|
7 |
2 |
Crime
- Crime General Provisions
- Crime Plans Coverage Forms (A-G)
|
8 |
1 |
Surety Bonds
- Suretyship vs. Insurance
- Parties to a Bond
- Bonding Process
- Contract Bonds
- Fiduciary/Court Bonds
- License/Permit Bonds
- Misc Bonds
|
9 |
1 |
Marine
- Inland Marine Insurance
- Personal Inland Marine
- Commercial Inland Marine
|
10 |
2 |
Department of Financial
Services
- General Duties and Powers
- Examination of Books and Records
|
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Health
- Major Medical Insurance
- Disability Income
- Medicare Supplement
- HMO/PPO
|
11 |
2 |
Agent Licensing
- Agent Licensing Requirements
- Agent Responsibilities and Change of Address
- Maintaining a License and Continuing Education
- Appointments
- Ethics
- Customer Relations/Office Management
|
12 |
10 |
Unfair Trade Practices
- Sliding
- Coercion
- Misrepresentation
- Defamation
- Discrimination
- Unfair Claims Settlement
- Fraud
- Controlled Business
|
13 |
2 |
Definitions/Florida
Statutes
- Insurance Transaction
- Domestic, Foreign and Alien Companies
- Authorized, Unauthorized and Eligible Companies
- Stock and Mutual Companies
- Certificate of Authority
|
14 |
1 |
Residual Markets
- FAJUA
- WCJUA
- FWUA
- FRPCJUA
|
15 |
1 |
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| COURSE
TOTALS |
|
40 hours |
|
| Instructor
Information |
| Name |
Jan Bradburn |
| Email |
bradburn@oltraining.com |
| Office location |
2669 Forest Hill Blvd Suite 207, WPB, Fl 33406 |
| Office hours |
Call for an Appointment |
| Phone |
561-283-0333 or toll free 866-357-0841 |
| Biography |
Jan Bradburn has been teaching and designing
curriculum in Florida for the past 20 years. After obtaining
a General Lines Agent License, she began designing and delivering
insurance, pre-licensing and continuing education training.
She is currently a Technical Training Specialist and supervisor
of the Quality Assurance Department at Liberty Mutual Group's
Direct Response Center in Orlando. Recently she led a training
team in developing 200 hours of New Hire Training for personal
lines auto, homeowner and umbrella policies. In addition
to her duties at Liberty Mutual, Jan teaches the Accredited
Claim Adjusters pre-licensing course at Seminole Community
College. She has taught at every grade level including pre-school,
elementary, middle and high school, and adult learners, which
has helped her gain a better understand of the developmental
learning process. Jan holds a B. S. in Developmental Psychology. |
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