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Introducing Personal Lines Insurance

Gain an understanding of the importance of personal lines insurance, how it works and the market in which it is sold.

Introducing Personal Lines Insurance
  • Duration4 weeks
  • Weekly study2 hours

Learn the basic foundations of insurance and the concept of risk

Personal lines insurance is one of the major components that make up the global financial services industry. On this course, you will be introduced to the various types of insurance and their function.

You will cover how and why personal lines insurance is taken out and learn how insurance products are distributed. You will also understand the structure of the insurance market, key roles in the insurance industry, and the concept of risk.

What topics will you cover?

  • Personal lines insurance: the why and how
  • Risk
  • Structure of the insurance market
  • Distributing insurance products
  • Key roles in insurance
  • Customer service in insurance

When would you like to start?

  • Date to be announced

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What will you achieve?

By the end of the course, you'll be able to...

  • Describe what insurance is, how it started and why personal lines insurance is important
  • Identify the different components and categories of risk in insurance
  • Discuss why people buy insurance and the needs of different types of customer
  • Describe the workings of the risk pool
  • Identify different market participants and describe their roles in the market
  • Identify the policy documents and why we have them
  • Describe the main types of personal lines insurance
  • Compare the different ways insurance is sold
  • Identify the key job roles in insurance
  • Describe customer service, when it happens and how we can tell if it is good
  • Demonstrate good customer service skills

Who is the course for?

This course is for anyone looking to deepen their understanding of how personal lines insurance works. This includes people interested in working in the insurance industry or gaining qualifications in the subject in the future.

Who will you learn with?

Caroline Poppleton

Caroline Poppleton

General Insurance professional, 25 years experience in UK market. Loves training and coaching.

Who developed the course?

Chartered Insurance Institute

The Chartered Insurance Institute is a professional body dedicated to building trust in the insurance and financial planning profession.