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Florida 40hr Registered Customer Service Rep. Designation course by Pam Hubbart, CPCU

   
  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

  1. Risk
  2. Insurance Policies and Binders
  3. Insurance Contract Characteristics
  4. Property Insurance Concepts
  5. Liability Insurance Concepts
  6. Policy Conditions
  7. Bases for Insurer Avoidance of Performance
2 3

Automobile

  1. Florida Financial Responsibility Law
  2. Concepts and Laws
  3. Personal Auto
  4. Business Auto Policy
  5. Garage Insurance
3 5

Property Insurance

  1. Commerical Property Insurance
  2. Dwelling Program
  3. Farm Coverage
  4. Flood Coverage
4 5

General Liability

  1. Commercial General Liability Contract
  2. Excess/Umbrella Policy
  3. Professional Liability
  4. Personal Liability
  5. Farm Liability
  6. Employment-Related Practices Liability
5 3

Package Policies

  1. Homeowners Insurance
  2. Commerical Package Policies
6 2

Worker's Compensation

  1. Employers and Employees
  2. Penalties for Non-compliance
  3. Compensation
7 2

Crime

  1. Crime General Provisions
  2. Crime Plans Coverage Forms (A-G)
8 1

Surety Bonds

  1. Suretyship vs. Insurance
  2. Parties to a Bond
  3. Bonding Process
  4. Contract Bonds
  5. Fiduciary/Court Bonds
  6. License/Permit Bonds
  7. Misc Bonds
9 1

Marine

  1. Inland Marine Insurance
  2. Personal Inland Marine
  3. Commercial Inland Marine
10 2

Department of Financial Services

  1. General Duties and Powers
  2. Examination of Books and Records
   

Health

  1. Major Medical Insurance
  2. Disability Income
  3. Medicare Supplement
  4. HMO/PPO
11 2

Agent Licensing

  1. Agent Licensing Requirements
  2. Agent Responsibilities and Change of Address
  3. Maintaining a License and Continuing Education
  4. Appointments
  5. Ethics
  6. Customer Relations/Office Management
12 10

Unfair Trade Practices

  1. Sliding
  2. Coercion
  3. Misrepresentation
  4. Defamation
  5. Discrimination
  6. Unfair Claims Settlement
  7. Fraud
  8. Controlled Business
13 2

Definitions/Florida Statutes

  1. Insurance Transaction
  2. Domestic, Foreign and Alien Companies
  3. Authorized, Unauthorized and Eligible Companies
  4. Stock and Mutual Companies
  5. Certificate of Authority
14 1

Residual Markets

  1. FAJUA
  2. WCJUA
  3. FWUA
  4. FRPCJUA
15 1
     
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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Last Updated: July 2, 2008 by Mary Elizabeth Hedglen