• Overview - 2019/2020

    The Fanshawe Customer Service Fundamentals – Insurance program will get you on the right path to employment success. Beginning with an overview of business and insurance (theory and practice) with a focus on customer service and distribution systems, you'll learn everything you need to work in a customer service role in an insurance brokerage, agency or direct insurance writer's office. This program is a great first step to more qualifications and you'll walk away with diverse skills needed for the modern and dynamic business world. Available in a traditional in-class format with September admission.

    There are options to transfer directly into the second year of Fanshawe's Business Insurance program and earn your diploma in just two additional semesters.

    When you graduate, you'll be eligible to write your Registered Insurance Brokers of Ontario (RIBO) or OTL licensing exams, you may also be eligible to obtain your General Insurance Essentials certificates from the Insurance Institute of Canada.

     

    Program Coordinator:

    Cyndi Hornby, C.I.P., CRM
    Phone: (519) 452-4430 ext. 4641

  • Admission Requirements - 2019/2020

    OSSD with courses from the College (C), University (U),
    University/College (M), or Open (O) stream WITH:
    - Any Grade 12 English (C) or (U)
    - Mathematics* ONE OF:
           - Any Grade 12 Mathematics (C) or (U)
           - Any Grade 11 Mathematics (C), (U), or (M)
              (Note: a minimum final grade of 60 required for any Grade 11 Mathematics course)
    OR
    Academic and Career Entrance Certificate (ACE)
    OR
    Ontario High School Equivalency Certificate (GED) AND:
    - Mathematics* ONE OF:
           - Any Grade 12 Mathematics (C) or (U)
           - Any Grade 11 Mathematics (C), (U), or (M)
              (Note: a minimum final grade of 60 required for any Grade 11 Mathematics course)
    OR
    Mature Applicant with standing in the required courses and grade stated above

    Note:

    • *Applicants who lack the required Mathematics may still gain eligibility for admission by completing appropriate prior upgrading.

    English Language Requirements

    Applicants whose first language is not English will be required to demonstrate proficiency in English by one of the following methods:

    • A Grade 12 College Stream or University Stream English credit from an Ontario Secondary School, or equivalent, depending on the program's Admission Requirements
    • Test of English as a Foreign Language (TOEFL) test with a minimum score of 550 for the paper-based test (PBT), or 79 for the Internet-based test (iBT), with test results within the last two years
    • International English Language Testing System (IELTS) Academic test with an overall score of 6.0 with no score less than 5.5 in any of the four bands, with test results within the last two years. SDS Program Requirements. 
    • Canadian Academic English Language (CAEL) test with an overall score of 60 with no score less than 50 in any of the four bands, with test results within the last two years
    • Pearson Test of English Academic (PTE) with a minimum score of 53, with test results within the last two years
    • A Cambridge English Test (FCE/CAE/CPE) with an overall score on the Cambridge English Scale of 169 with no language skill less than 162, with test results within the last two years
    • An English Language Evaluation (ELE) at Fanshawe College with a minimum score of 70% in all sections of the test, with test results within the last two years
    • Fanshawe College ESL4/GAP5 students: Minimum grade of 80% in ESL4/GAP5 Level 8, 75% in ESL4/GAP5 Level 9, or 70% in ESL4/GAP5 Level 10

    Recommended Academic Preparation

    • Any Grade 11 or Grade 12 Business Studies (C), (M), or (O)
    • Grade 12 Business and Technological Communication (O)
    • Academic and Career Entrance Certificate (ACE): Business Mathematics course and  Computer Skills course

    Advanced Standing

    • Applicants may apply for advanced standing on the basis of previous academic achievement at another institution and/or Prior Learning Assessment and Recognition (PLAR). Advanced standing qualifies the applicant for direct entry to a second or higher level of the program.

    Applicant Selection Criteria

    Where the number of eligible applicants exceeds the available spaces in the program, the Applicant Selection Criteria will be:
    1. Preference for Permanent Residents of Ontario
    2. Receipt of Application by February 1st (After this date, Fanshawe College will consider applicants on a first-come, first-served basis until the program is full)
    3. Achievement in the Admission Requirements
  • Courses

    Customer Service Fundamentals - Insurance-2019/2020

    Level 1Credits
    Take all of the following Mandatory Courses:
    ACCT-1100Principles of Accounting 13
    This course introduces the student to the Principles of Accounting, and includes an exploration of the underlying concepts that guide the preparation of accounts for individuals and organizations. It is designed to teach the student, regardless of program destination, an essential life skill - an understanding of Net Worth, and its importance to business success and the financial well being of the individual.
    WRIT-1032Reason & Writing-Business 13
    This course will introduce business students to essential principles of reading, writing, and reasoning at the postsecondary level. Students will identify, summarize, analyze, and evaluate multiple short readings and write persuasive response essays to develop their vocabulary, comprehension, grammar, and critical thinking.
    MKTG-1012Principles of Marketing 13
    This course is designed to provide an overview of the decisions that face Marketers in today's fast-paced and competitive business environment. Students will learn that marketing is not only advertising but a broad set of activities designed to satisfy consumer needs and wants. Students examine the information Marketers require for effective decision-making and learn the basic elements of the marketing planning process.
    MATH-1052Business Math3
    This course provides a review of basic arithmetic and algebra as well as providing students with mathematical tools and concepts needed for other college courses and in future employment. This course is to prepare students for later courses in Marketing, Business, Financial Planning, Accounting, Purchasing and Insurance.
    BUSI-1060Strategies for Success1
    This course presents and helps to develop some of the skills required to achieve academic and career success. Areas of focus include college resources, study skills, time management, academic integrity, emotional self-awareness and social skills development. Additionally, emphasis is placed on career readiness and preparation.
    BUSI-1005Introduction to Business Processes3
    This course explores the various functional areas of business in Canada and demonstrates the interrelationship among these areas. Students are introduced to many concepts, including major business trends, the role of government in business, marketing, operations, employee-management issues, financial resources management, business ethics and social responsibility.

    Level 2Credits
    Take all of the following Mandatory Courses:
    BUSI-1099Customer Relations3
    This course covers the concepts and skills needed to provide exceptional service to consumers in the both for-profit and not-for-profit businesses and emphasizes how to develop skills in order to establish and maintain long-term customer relationships within various industry sectors. Emphasis is placed on using case studies in order to learn how to project a customer-friendly image, how to handle demanding customers and most importantly how to appreciate cultural differences in customer service expectations.
    INSR-3019Broker/Agent Essential Skills3
    This course is an overview of insurance business practices from the broker's perspective. It is a skills-based course concentrating on the needs of personal lines clients and small commercial risks. The course introduces the broker as an insurance intermediary, studying the skills that a typical broker will use to perform effectively. The major product lines and common policy transactions handled by a broker are also examined.
    ADMN-1013Office Procedures & Strategies4
    Students will be required to prioritize and complete a variety of tasks that are indicative of the type of work they will be required to complete in today's office environment. Students will gain confidence in adapting to changing office environments, problem solving strategies, and providing exceptional administrative support. Students will learn the importance of customer service, telephone techniques, mail processing, and time management. A strong emphasis will be placed on learning electronic and manual records management, managing an Outlook account, and preparing for employment.
    INSR-1001Fundamentals of Insurance4
    The objective of this course is to introduce students to the principles and practice of insurance by showing the multi-faceted nature of the insurance business, dealing with risk and how insurance responds to it, looking briefly at some of the law that deals with insurance, introducing many of the terms and practices commonly encountered in the business, and outlining the basic policy coverages for automobile and property insurance.
    INSR-1005Licensing Preparation for Broker/Agent1
    This course will help to prepare students to writetheir RIBO or OTL licensing exams. The materialcovered will include licensing requirements,travel insurance and professional code of ethics.The actual exam must be arranged and paid for bythe student upon completion of the course.
    COMP-3077Excel for Business-Adv3
    Modern spreadsheet programs perform far beyond simple number crunching. The functionality of Microsoft Excel continues to move the application into new venues such as visual interactive data presentations or sales proposals. Given the now commonplace nature of the program, it is crucial that all business minded professionals have a comprehensive knowledge of MS Excel. Upon successful completion of this curriculum, students will be trained in MS Excel 2016 for MOS (Microsoft Office Specialist) expert level Excel certification. MOS testing is available at certified testing centers across Canada.

    Program Residency
    Students Must Complete a Minimum of 9 credits in this
    program at Fanshawe College to meet the Program Residency
    requirement and graduate from this program

  • Careers - 2019/2020

    Career Opportunities

    Graduates of Customer Service Fundamentals - Insurance are prepared to enter the property and casualty insurance industry in a customer service capacity. Graduates are suited to a variety of entry-level clerical and customer service positions in insurance companies, insurance agency offices, brokerages, direct insurance writer companies and call centres.

  • More Information - 2019/2020

    A One-Year Ontario College Certificate Program
    Program Code: CSI1
    Campus Code: LC (LC - London)
    September Admission
    15 week terms
    Academic Calendars available at www.fanshawec.ca/academicdates
     

    Contact

    Lawrence Kinlin School of Business: 519-452-4290

    Program Description

    Customer Service Fundamentals - Insurance is a one-year Ontario College Certificate program. This program is designed to give students an overview of business and insurance theory and practice with a focus on customer service and distribution systems. Graduates will be prepared to work in an insurance brokerage, agency or direct insurance writer’s office in an entry-level, customer service capacity. Students may be able to obtain the General Insurance Essentials Certificate from the Insurance Institute of Canada, subject to passing the national examinations. Graduates of this program may also continue their studies by transferring into the second year of Fanshawe College's two-year Business - Insurance Ontario College Diploma program.
    Learning Outcomes 

    The successful completion of this program will enable the graduate to:

    1. Discuss the economic and social importance of general insurance.

    2. Define insurance terms and recognize the basic elements of property/casualty insurance policies and documents.

    3. Assist in completing an application for personal lines insurance and calculate the appropriate premium using a rating manual.

    4. Apply the marketing techniques used by insurance companies, brokers and agents.

    5. Perform a variety of data management tasks using word processing, spreadsheet and other industry specific software, and organize data into an effective presentation format.

    6. Apply basic accounting principles in measuring, identifying and recording transactions.

    7. Outline all functional areas of the insurance industry.

    8. Enhance the effective operation of the workplace through the application of administrative skills.

    9. Apply general insurance practices in accordance with relevant professional, legal andethical standards.

    Program Pathways

    For information about Program Pathways visit www.fanshawec.ca/programpathways.
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