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LOMA Courses Examination

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

Improving the Bottom Line: Insurance Company Operations (LOMA 291), part of the Need 2 Know series, demonstrates how every employee plays a role in ensuring a company’s success. Join employees at Forthright Financial Services, a fictitious company that has established an internal excellence initiative, and experience first-hand how operational efficiency and effectiveness contribute to the company’s bottom line. Along the way, learn how life insurance companies are organized and managed, and about the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.

This highly interactive online course uses an engaging, multi-media approach that includes video, audio, and scenario-based learning. Integrated exams are built right into the course as part of the learning experience, so no separate exam enrollment is required. This course is an important building block to understanding how life insurance companies and other financial services institutions can operate at peak efficiency to ensure solvency, profitability, reputation, and customer loyalty. It will benefit those new to the industry, as well as any employee who has been in a specific function but needs a broader understanding of the “big picture”.

Online Course, I*STAR Exam is not needed

This highly interactive online course uses an engaging, multi-media approach that includes video, audio, and scenario-based learning. Integrated exams are built right into the course as part of the learning experience, so no separate exam enrollment is required.

LOMA's highly interactive online course allows student to complete courses step-by-step anywhere and anytime by using desktop computer, tablet computer (including iPad), mobile computer or similar communication device.

LOMA eLearning

Free Demostration

You may click here and experience LOMA's highly interactive online course demonstration for free.

Course Outline

Number of Lessons: 12

Module I: Company Overview

  • Lesson 1: Many Stakeholders, Many Demands
  • Lesson 2: The Great Organizational Pyramid: Unlock Its Mysteries
  • Lesson 3: Risk, Return, and Risk Management

Module II: Product Administration

  • Lesson 1: Distribution: Getting the Product to the Customer
  • Lesson 2: New Business and Underwriting: Turning Prospects Into Insureds
  • Lesson 3: Customer Service--Serving Customers Effectively
  • Lesson 4: Claims Administration: Paying Out Death Benefits Promptly and Accurately

Module III: Marketing, Product Development and Compliance

  • Lesson 1: Marketing
  • Lesson 2: Product Development
  • Lesson 3: Legal and Compliance Functions: Doing the Correct Things Correctly

Module IV: Financial Management

  • Lesson 1: Financial Functions in an Insurance Company
  • Lesson 2: Goals for Financial Management
Remarks
  • LOMA291 is offered in English only
  • Student must complete this course within 6 months after enrollment.
  • Estimated study hours： 10-12 hours
Relevant LOMA professional qualifications

This course shall form part of the following professional qualifications: