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Insurance Annual Training Plan 2013 -Conuducted by Emirates Institute for Banking and Financial Studies -www.eibfs.ae

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Page 1: Insurance annual training plan 2013 -

www.eibfs.ae

Page 2: Insurance annual training plan 2013 -

Since 2006, when the insurance sector became an integral part in the concerns of HRDC in the Banking and Finance Sector, EIBFS has been working in close coordination, with the insurance authority, Emirates Insurance Association and insurance companies, to further emiratization in the Insurance Sector. EIBFS efforts in this direction included as an example Annual training plans, special induction programs, development of a database to follow-up emiratization indicators, periodical meetings, open career days, workshops and other training and educational programs and research studies.

www.eibfs.ae

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www.eibfs.ae

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www.eibfs.ae

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www.eibfs.ae

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04

Insurance Programs

1 Life Insurance and Personal accidents 3 17-19 Mar 14-16 Apr 17-19 Mar

2 Islamic Insurance (Takaful) 4 7-10 Apr 6-9 Oct 19-22 May

3 Property Insurance & General Accidents 3 10-12 Mar 13-15 Oct 10-12 Mar

4 Marine Insurance 3 17-19 Mar 23-25 Jun

5 Insurance Risk Management 3 10-12 Nov 5-7 May 5-7 May

6 Liabilities 3 26-28 May 24-26 Nov 26-28 May

7 Motor Insurance 3 24-26 Mar 22-24 Sep 17-19 Nov 27-29 Oct 24-26 Mar

8 Underwriting Principles & Practices 3 31Mar-2 Apr 15-17 Sep 31Mar-2 Apr

9 Medical and Health Insurance 3 20-22 Oct 10-12 Mar 9-11 Jun 20-22 Oct

10 Claim Management - Basic 2 14-15 Apr 14-15 Apr

11 Reinsurance 3 29 Sep-1 Oct 12-14 May 29 Sep-1 Oct

12 Engineering Insurance 3 16-18 Jun 10-12 Nov 16-18 Jun

13 Fire Insurance 3 9-11 Jun 17-19 Nov 9-11 Jun

14 Introduction to Insurance & Documentation 4 21-24 Apr 20-23 Oct 21-24 Apr

15 Claim Management - Advanced New 2 12-13 May 27-28 Oct 12-13 May

Programs Duration Sharjah Dubai Fujairah Al Ain Abu Dhabi

English Programs

1 English Language Skills Evening 5 10-14 Mar 2-8 Jun 14-18 Apr

2 Business Writing Evening 5 16-20 Jun 6-10 Jun 20-24 Oct

3 English Speaking Skills Evening 5 20-24 Oct 24-28 Mar 16-20 Jun

4 General Business Communication Evening 5 7-11 Apr 26-30 May

5 Report Writing Skills Evening 3 17-19 Nov 5-7 May 17-19 Nov

Programs Duration Sharjah Dubai Fujairah Al Ain Abu Dhabi

www.eibfs.ae

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1 Interpersonal Skills 2 13-14 Mar 13-14 Mar

2 Customer Relationship Management 2 11-12 Sep 15-16 Sep

3 Stress Management 2 27-28 Feb 30-31 Oct 8-9 May

4 Break Through Customer Service 2 13-14 Mar 13-14 Nov 22-23 Sep 19-20 May 13-14 Nov

5 Insurance Marketing 2 20-21 Mar 20-21 Mar

6 Business Etiquette 2 9-10 Jun 9-10 Jun

7 Team Building 2 22-23 Sep 22-23 Sep

8 Emotional Intelligence 2 12-13 Jun 12-13 Jun

9 Selling Insurance Products 2 30-31 Oct 30-31 Oct

10 Creative Thinking and Problem Solving 2 12-13 Jun 12-13 Jun

11 After - Sales Service 2 22-23 May 22-23 May

12 Negotiation Skills 2 6-7 Oct 20-21 Mar 20-21 Mar

13 Effective Leadership Skills 2 3-4 Apr 3-4 Apr

14 Telephone skills 2 10-11 Apr 10-11 Apr

15 Performance Management 2 19-20 May 19-20 May

16 Time Management 2 17-18 Apr 17-18 Apr

17 Effective communication Techniques 2 27-28 Mar 25-26 Sep 6-7 Oct 25-26 Sep

18 Training Needs Analysis New 2 21-22 Apr 21-22 Apr

19 Total Quality Management New 3 15-17 May 15-17 May

Programs Duration Sharjah Dubai Fujairah Al Ain Abu Dhabi

Management Programs

1 Effective communciation Techniques 2 5-6 May

2 Medical and Health Insurance 3 17-19 Nov

Programs Duration Date

Ras Al Khaima Programs

www.eibfs.ae

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2013 06

Insurance ProgramsCourse Content

1 Life Insurance and Personal accidents 7

2 Islamic Insurance (Takaful) 8

3 Property Insurance & General Accidents 9

4 Marine Insurance 10

5 Insurance Risk Management 11

6 Liabilities 12

7 Motor Insurance 13

8 Underwriting Principles & Practices 14

9 Medical and Health Insurance 15

10 Claim Management - Basic 16

11 Reinsurance 17

12 Engineering Insurance 18

13 Fire Insurance 19

14 Introduction to Insurance & Documentation 20

15 Claim Management - Advanced New 21

Programs Page

www.eibfs.ae

Page 9: Insurance annual training plan 2013 -

OBJECTIVES: • To understand the need and scope of life insurance• To appreciate the various types of insurance policies suiting different types of customers

CONTENTS:• Fundamentals of life insurance• Need for life insurance.• Types of life insurance• Buying and selling life insurance• Maturity / death claim process

PARTICIPATION REQUIREMENTS:Staff working in insurance industry / involved in marketing of insurance products

DURATION:3 Days

METHOD:Lectures, exercises, case analysis

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

07

Life Insurance and Personal Accidents Insurance

Sharjah 17-19 Mar

Dubai 14-16 April

Abu Dhabi 17-19 Mar

www.eibfs.ae

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OBJECTIVES: To help the participants in understanding the concepts, challenges and opportunities in Takaful insurance.

CONTENTS:• Structures of Takaful insurance• Market regulations• Family Takaful windows• Infrastructure of family Takaful• Recommendation of Takaful task force• Market potential & challenges

PARTICIPATION REQUIREMENTS:Officers and managers in insurance companies who is dealing with Takaful insurance products

DURATION:4 Days

METHOD:Lectures, case analysis, group discussions and interactive sessions

INSTRUCTORS:Senior level insurance executives with exposure into Islamic insurance

Islamic Insurance (Takaful)

Sharjah 7-10 Apr

Dubai 6-9 Oct

Abu Dhabi 19-22 May

www.eibfs.ae

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OBJECTIVES: To understand the concepts of property insurance with due emphasis on average clause and right of subrogation

CONTENTS:• Different types of policies• Various packages• Beneficiaries under various category• Average clause & right of subrogation• Underwriting• Settlement of claims• Renewals

PARTICIPATION REQUIREMENTS:Staff working in insurance industry

DURATION:3 Days

METHOD:Lectures, exercises, case analysis

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry

09

Property Insurance and General Accidents

Sharjah 10-12 Mar

Dubai 13-15 Oct

Abu Dhabi 10-12 Mar

www.eibfs.ae

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OBJECTIVES: To help the participants to appreciate the necessity for marine insurance in terms of present trade practices, thereby helping them to understand various risks, losses and claim handling process.

CONTENTS:• Need and evolution of marine insurance.• Various types of coverage.• Hull & Cargo• Importance of marine cargo insurance and relevance in Letter of Credit (Trade).• Various risks covered under marine cargo insurance.• Evolution of International Group of P & I clubs, their role and reinsurance.• Marine insurance claims handling process and various types of losses.

PARTICIPATION REQUIREMENTS:Officers and Managers in insurance companies and those involved in cross selling of general insurance products.

DURATION:3 Days

METHOD:Lectures, case analysis, group discussions and interactive sessions

INSTRUCTORS:EIBFS faculty and senior level insurance trainers

Marine Insurance

Dubai 17-19 Mar

Abu Dhabi 23-25 Jun

www.eibfs.ae

Page 13: Insurance annual training plan 2013 -

OBJECTIVES: To appreciate the risk involved in insurance business and steps taken to mitigate the same

CONTENTS:• Various risk involved in insurance• The UAE laws governing insurance industry• Rights and duties of the insured and the insurer• Various risk mitigation techniques• Underwriting• Reinsurance• Claim settlement process

PARTICIPATION REQUIREMENTS:Staff working in insurance industry / involved in marketing of insurance products

DURATION:3 Days

METHOD:Lectures, exercises, case analysis

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry

11

Insurance Risk Management

Sharjah 10-12 Nov

Dubai 5-7 May

Abu Dhabi 5-7 May

www.eibfs.ae

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OBJECTIVES: To discuss the need and scope of liabilities insurance

CONTENTS:• Overview of liability insurance• Public, product and employer’s liability• Property and liability risk management• Relevant laws governing public liability• Determining liabilities and settlement of claims

PARTICIPATION REQUIREMENTS:Middle level executives or officers working in insurance industry with at least one year’s experience

DURATION:3 Days

METHOD:Illustrations, practice sessions, presentations

INSTRUCTORS:EIBFS faculty or experts specialized in insurance

Liabilities

Sharjah 26-28 May

Dubai 24-26 Nov

Abu Dhabi 26-28 May

www.eibfs.ae

Page 15: Insurance annual training plan 2013 -

OBJECTIVES: To understand the need and scope of motor insurance and the functional aspects governing the same

CONTENTS:• Purpose of motor insurance• Rights and obligations of both the insurer and the insured• Fleet Management• Premium calculation and no claim discount• Underwriting and endorsements• Renewals / claim process

PARTICIPATION REQUIREMENTS:Staff working in insurance industry

DURATION:3 Days

METHOD:Lectures, exercises, case analysis

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry

13

Motor Insurance

Sharjah 24-26 Mar

Dubai 22-24 Sept

Fujairah 17-19 Nov

Al Ain 27-29 Oct

Abu Dhabi 24-26 Mar

www.eibfs.ae

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OBJECTIVES: To identify the risk and deciding whether to accept or not accept, and appropriate pricing of the same, if accepted.

CONTENTS:• Need and importance of underwriting in insurance industry• Principle of underwriting• Identification of risks associated with various types of insurance products• Process of underwriting• Pricing of the product• External and internal underwriting

PARTICIPATION REQUIREMENTS:Middle and senior level executives working in insurance industry with a minimum experience of 3 years

DURATION:3 Days

METHOD:Lectures, exercises, presentations

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry.

Underwriting Principles & Practices

Sharjah 31 Mar-2 Apr

Dubai 15-17 Sept

Abu Dhabi 31 Mar-2 Apr

www.eibfs.ae

Page 17: Insurance annual training plan 2013 -

OBJECTIVES: To understand the benefits of medical insurance and various aspects related to it

CONTENTS:• Benefits of medical & health insurance• Various types of policies, exclusions and geographical scope• Co-insurance and network of medical practitioner• Underwriting• Data protection & access to medical records• Claim settlement, renewals and cancelations

PARTICIPATION REQUIREMENTS:Staff working in general insurance involved in distribution of insurance products

DURATION:3 Days

METHOD:Lectures, exercises, case analysis

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry

15

Medical and Health Insurance

Sharjah 20-22 Oct

Dubai 10-12 Mar

Al Ain 9-11 Jun

Abu Dhabi 20-22 Oct

RAK 17-19 Nov

www.eibfs.ae

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OBJECTIVES: To understand and appreciate process, techniques and managing claims

CONTENTS:• Claim management & philosophy• Claim negotiations ( tools to effective negotiation)• Claim quality versus claim expectations• Principles and practice in claim handling

PARTICIPATION REQUIREMENTS:All employees dealing with claims

DURATION:2 Days

METHOD:Lectures & case studies

INSTRUCTORS:EIBFS faculty and expert from insurance industry

Claim Management- Basic

Sharjah 14-15 Apr

Abu Dhabi 14-15 Apr

www.eibfs.ae

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OBJECTIVES: To understand the principles of reinsurance used as a hedging tool by the insurance companies against risk undertaken by them

CONTENTS:• Concept of reinsurance• Role of reinsurance• Different types of reinsurance• Reinsurance treaties• Retention and cessation of risk

PARTICIPATION REQUIREMENTS:Middle and senior level executives working in insurance industry with a minimum experience of 3 years

DURATION:3 Days

METHOD:Lectures, exercises & case analysis

INSTRUCTORS:EIBFS faculty and senior executives from the insurance industry

17

Reinsurance

Sharjah 29 Sept-1 Oct

Dubai 12-14 May

Abu Dhabi 29 Sept-1 Oct

www.eibfs.ae

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OBJECTIVES: To understand the concepts and operational areas related to engineering insurance

CONTENTS:• Engineering insurance – history and operatives• Classification of Engineering Insurance as subject matter and insurance period• Third party liability• Risk evaluation and underwriting• Maintenance of insurance cover• Renewals and claims process

PARTICIPATION REQUIREMENTS:Staff working in general insurance involved in distribution of insurance products

DURATION:3 Days

METHOD:Lectures, exercises, case study, case analysis

INSTRUCTORS:EIBFS faculty and corporate trainer from insurance industry

Engineering Insurance

Sharjah 16-18 Jun

Dubai 10-12 Nov

Abu Dhabi 16-18 Jun

www.eibfs.ae

Page 21: Insurance annual training plan 2013 -

OBJECTIVES: To understand the concepts of fire risk and fire insurance and the processes

CONTENTS:• Fire & special perils policy• Nature of fire & loss prevention• Various types of fire risks and combat techniques• Concepts and various types of fire insurance• Legal principles and fire insurance contracts• Fire risk evaluation and underwriting• Average clause and right to subrogation• Claims and renewals

PARTICIPATION REQUIREMENTS:Staff working in general insurance involved in distribution of insurance products

DURATION:3 Days

METHOD:Lectures, case analysis, group discussions and interactive sessions

INSTRUCTORS:Senior level insurance executives with exposure into fire insurance

19

Fire Insurance

Sharjah 9-11 Jun

Dubai 17-19 Nov

Abu Dhabi 9-11 Jun

www.eibfs.ae

Page 22: Insurance annual training plan 2013 -

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OBJECTIVES: To know the fundamentals of insurance and the types of insurance

CONTENTS:• The nature and main features of risk and insurance• The nature and main features of insurance• The structure and main features of the insurance market• Insurance Fundamental Principles• Main classe of Insurance

PARTICIPATION REQUIREMENTS:Newly appointed staff

DURATION:4 Days

METHOD:Lectures, case analysis, group discussions and interactive sessions

INSTRUCTORS:Senior level Insurance Executives

Introduction to Insurance & Documentation

Sharjah 21-24 Apr

Dubai 20-23 Oct

Abu Dhabi 21-24 Apr

www.eibfs.ae

Page 23: Insurance annual training plan 2013 -

OBJECTIVES: This course is to enhancing the knowledge base of participants to help them run claim services efficiently and to the settle claims fairly to the satisfaction of the insured. This course is designed for those who want to seek higher positions in claims department.

CONTENTS:• The Claims Scenario• Claims Service Management Practices• Claim Management practices• Technical Issues in Claims Management• Cost Control strategies in Claims Management• Detecting and handling Frauds in Insurance claims

PARTICIPATION REQUIREMENTS:This program is intended for participants with at least an intermediate level of English.

DURATION:3 Days

METHOD:Presentations, discussions, class work and role-plays

INSTRUCTORS:

21

Claim Management - Advanced New

Sharjah 12-13 May

Dubai 27-28 Oct

Abu Dhabi 12-13 May

www.eibfs.ae

Page 24: Insurance annual training plan 2013 -

2013 22

Management ProgramsCourse Content

1 Interpersonal Skills 23

2 Customer Relationship Management 24

3 Stress Management 25

4 Break Through Customer Service 26

5 Insurance Marketing 27

6 Business Etiquette 28

7 Team Building 29

8 Emotional Intelligence 30

9 Selling Insurance Products 31

10 Creative Thinking and Problem Solving 32

11 After - Sales Service 33

12 Negotiation Skills 34

13 Effective Leadership Skills 35

14 Telephone skills 36

15 Performance Management 37

16 Time Management 38

17 Effective communication Techniques 39

18 Training Needs Analysis New 40

19 Total Quality Management New 41

Programs Page

www.eibfs.ae

Page 25: Insurance annual training plan 2013 -

OBJECTIVES: • To offer insights to the various factors determining the inter personal Relationships and its

effects on building relationships and behavior• To effectively improve the communication skills with different types of people

CONTENTS:• Need for maintaining interpersonal relationship• Factors that determine interpersonal relationships• Improving the skills of improving interpersonal relationship• Effective communication

PARTICIPATION REQUIREMENTS:Junior and middle level executives working in insurance industry

DURATION:2 Days

METHOD:Lectures, exercises, role plays

INSTRUCTORS:EIBFS faculty

23

Interpersonal Skills

Dubai 13-14 Mar

Abu Dhabi 13-14 Mar

www.eibfs.ae

Page 26: Insurance annual training plan 2013 -

24

OBJECTIVES: Training and tips for those involved in setting corporate strategy and acquiring, developing, valuing and managing customer effectively

CONTENTS:• Setting corporate strategy• Acquiring, developing, valuing and managing customers effectively• What is CRM• Drivers for CRM• Framework for CRM• Differing CRM themes and start points• Different roles playing in CRM programs• Planning a CRM program• Implementing CRM program

PARTICIPATION REQUIREMENTS:Middle to senior management in the insurance industry

DURATION:2 Days

METHOD:Lectures, case analysis, group discussions

INSTRUCTORS:Experts specialized in HR management & leadership

Customer Relationship Management

Dubai 11-12 Sept

Abu Dhabi 15-16 Sept

www.eibfs.ae

Page 27: Insurance annual training plan 2013 -

OBJECTIVES: Stress occurs for a host of different reasons. This program begins with an examination of the causes of stress, a brief history of stress study, and a self diagnostic tool with which participants will pinpoint their biggest stressors: time management issues, communication with co-workers etc

CONTENTS:At this program’s conclusion, the participants should be able to: • Understand the study of stress and its impact• List tactics for successful time management• Explain how to prioritize and determine what is really important• Demonstrate techniques for interacting with difficult people• Employ physical and mental techniques for copying with stress• Create reachable goals• Begin implementing goals created during the session• Stress in your organization• Aviation : introduction to documentation

PARTICIPATION REQUIREMENTS:All staff working in insurance industry

DURATION:2 Days

METHOD:Lectures, case analysis, group discussions

INSTRUCTORS:Experts specialized in HR management & leadership

25

Stress Management

Sharjah 27-28 Feb

Dubai 30-31 Oct

Abu Dhabi 8-9 May

www.eibfs.ae

Page 28: Insurance annual training plan 2013 -

26

OBJECTIVES: To provide participants concepts and practice exercises of quality customer service delivery in the insurance concept

CONTENTS:• Understanding the nature of insurance industry• Appreciating the customer need and expectations• The customer service experience cycle• Having a customer service mindset• Valuing the internal customer• Quality service – what is in it for you• How to handle customer complaints

PARTICIPATION REQUIREMENTS:Staff working in insurance industry dealing with customers

DURATION:2 Days

METHOD:Illustrations, practice sessions, presentations, role plays

INSTRUCTORS:EIBFS Faculty or Experts

Break Through Customer Service

Sharjah 13-14 Mar

Dubai 13-14 Nov

Fujairah 22-23 Sept

Al Ain 19-20 May

Abu Dhabi 13-14 Nov

www.eibfs.ae

Page 29: Insurance annual training plan 2013 -

OBJECTIVES: To understand the significance of marketing and marketing planning to the effectiveness of the insurance industry and also to apply knowledge and skills to practical situations

CONTENTS:• The role of marketing• Theory of marketing• Development a marketing strategy• Marketing data• Branding• Communication• Distribution and service delivery• Marketing program administration• Key issues in international marketing

PARTICIPATION REQUIREMENTS:Staff working in insurance industry / involved in marketing of insurance products

DURATION:2 Days

METHOD:Lectures, case analysis, group discussions

INSTRUCTORS:Senior level insurance executives

27

Insurance Marketing

Sharjah 20-21 Mar

Abu Dhabi 20-21 Mar

www.eibfs.ae

Page 30: Insurance annual training plan 2013 -

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OBJECTIVES: • To learn the hidden value – and priceless potential – of image, etiquette and protocol and how they can make

a difference in business.• To change the employees into a team of skilled professionals promoting your company with precision and style.

CONTENTS:• Networking for Success• Dress code and professional attire• Common faux pas for men and women at their professional attire• Business etiquette global rules for a positive first impression• Professionalism and a philosophy of life• Business etiquette as a life attitude• Types of business receptions• Dress code upon business social events

PARTICIPATION REQUIREMENTS:Bank employees who required this program

DURATION:2 Days

METHOD:Lecturer, Group discussion and films

Business Etiquette

Dubai 9-10 June

Abu Dhabi 9-10 June

www.eibfs.ae

Page 31: Insurance annual training plan 2013 -

OBJECTIVES: To offer insights into the behavioral process through which teams evolve in business organizations and the specific behavioral initiative by the members that fortify the team

CONTENTS:• Defining ‘Teamness’ in terms of organizational beliefs, norms, values and behavior• Measuring the level of ‘Teamness’• Building blocks: consensus generating techniques• Equality / non equality in a team: understanding the paradox• Perceiving the unity organization and the self• Institutionalising the team building dynamic

PARTICIPATION REQUIREMENTS:Insurance staff at any level with at least one year’s experience

DURATION:2 Days

METHOD:Lectures, games, exercises, discussion and videos

INSTRUCTORS:EIBFS faculty

29

Team Building

Sharjah 22-23 Sept

Abu Dhabi 22-23 Sept

www.eibfs.ae

Page 32: Insurance annual training plan 2013 -

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OBJECTIVES: Learning tools and techniques to improve your emotional awareness and your ability to manage feeling – your and other peoples

CONTENTS:• Self awareness• Emotion management• Self motivation• Relationship management• Emotion coaching• Developing your emotional intelligence• Assessing and developing your emotional intelligence• Developing an emotional intelligent organization• Renewals

PARTICIPATION REQUIREMENTS:Staff working in insurance industry

DURATION:2 Days

METHOD:Lectures, exercises, games and group discussion

INSTRUCTORS:EIBFS faculty

Emotional Intelligence

Dubai 12-13 Jun

Abu Dhabi 12-13 Jun

www.eibfs.ae

Page 33: Insurance annual training plan 2013 -

OBJECTIVES: Skills to empower the insurance agents

CONTENTS:• Concept of selling• Priorities• Creating unique selling propositions• Elements for unique selling propositions• Various stages of a sale• How to achieve sales goal• Case studies

PARTICIPATION REQUIREMENTS:Staff working in insurance industry involved in selling of insurance products

DURATION:2 Days

METHOD:Lectures, exercises, role plays, presentations

INSTRUCTORS:EIBFS faculty

31

Selling Insurance Products

Sharjah 30-31 Oct

Abu Dhabi 30-31 Oct

www.eibfs.ae

Page 34: Insurance annual training plan 2013 -

32

OBJECTIVES: • Identify and define problems more effectively• Understand the different stages of problem solving• How to confront problems rationally and systematically resolve crisis• Learn how to break down touchy situation into component parts which can easily be dealt with.

CONTENTS:• Creative thinking and enhancement techniques• Creativity & leadership• Problem solving and decision making relationship• The art of problem solving process• Hindrances of effective problem solving• Devising solutions & problem solving techniques

PARTICIPATION REQUIREMENTS:Employees working in insurance sector who require this program

DURATION:2 Days

METHOD:Group discussions, individual, paired and small group exercise, practical sessions with audio visual aids

INSTRUCTORS:Experts specialized in HRM and Leadership

Creative Thinking and Problem Solving

Sharjah 12-13 Jun

Abu Dhabi 12-13 Jun

www.eibfs.ae

Page 35: Insurance annual training plan 2013 -

OBJECTIVES: To understand and appreciate customer expectations and importance of after sales service in insurance industry

CONTENTS:• High level map of sales process• Clear understanding of post sales• Management of expectations• Time management & communication• Cross selling• Renewal and expiry of policies

PARTICIPATION REQUIREMENTS:All employees working in insurance sector who are involved in marketing & policy servicing department

DURATION:2 Days

METHOD:Lectures, case studies, video and illustrations

INSTRUCTORS:EIBFS faculty and senior executives from insurance industry

33

After – Sales Service

Dubai 22-23 May

Abu Dhabi 22-23 May

www.eibfs.ae

Page 36: Insurance annual training plan 2013 -

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OBJECTIVES: To understand and appreciate the nature, process, techniques and planning of negotiation.

CONTENTS:• Defining negotiation• Planning & preparing for negotiation• Communication in negotiation• Negotiation Strategies• Tactics & counter tactics• Negotiating across culture• Stages of negotiation

PARTICIPATION REQUIREMENTS:All employees working in insurance sector

DURATION:2 Days

METHOD:Lectures, case studies and role play

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

Negotiation Skills

Sharjah 6-7 Oct

Dubai 20-21Mar

Abu Dhabi 20-21 Mar

www.eibfs.ae

Page 37: Insurance annual training plan 2013 -

OBJECTIVES: This program pushes each and every delegate to gain an understanding of themselves and to stretch the boundaries of their managerial capability. This is the one essential quality that anyone in any position of leadership must develop

CONTENTS:• Understanding good leadership behaviors• Learning the difference between leadership and management• Defining qualities and strength• Polishing interpersonal skills and communication skills• Learning about commitment and effectiveness• Making key decision• Stress management• Empowering , motivating and inspiring others• Leading by examples

PARTICIPATION REQUIREMENTS:Middle to senior management

DURATION:2 Days

METHOD:Lectures, case studies, video and experiential learning

INSTRUCTORS:Experts specialised in HR management and leadership

35

Effective Leadership Skills

Sharjah 3-4 Apr

Abu Dhabi 3-4 Apr

www.eibfs.ae

Page 38: Insurance annual training plan 2013 -

36

OBJECTIVES: To develop the skill of effectively using the telephone to enhance the image among the customers

CONTENTS:• Communication skills• Listening skills• Building customer relationship• Telephone language and skills• Follow up

PARTICIPATION REQUIREMENTS:All employees working in insurance sector who wish to improve their skills in using the telephone effectively

DURATION:2 Days

METHOD:Lectures, presentations and role play

INSTRUCTORS:Experts specialized in HR management and leadership

Telephone Skills

Dubai 10-11 Apr

Abu Dhabi 10-11 Apr

www.eibfs.ae

Page 39: Insurance annual training plan 2013 -

OBJECTIVES: • To update the knowledge of modern day’s managers about the latest management thinking on performance• To sharpen the skills of supervisors in assessing the performance of staff• To develop appropriate attitude towards performance measurement and management

CONTENTS:• Defining standards of performance, setting benchmarks• Designing and installing effective performance measurement systems• Conducting performance appraisal discussions

PARTICIPATION REQUIREMENTS:All employees working in insurance sector

DURATION:2 Days

METHOD:Lecture, group discussion and case studies

INSTRUCTORS:Experts specialized in HR management and leadership

37

Performance Management

Sharjah 19-20 May

Abu Dhabi 19-20 May

www.eibfs.ae

Page 40: Insurance annual training plan 2013 -

38

OBJECTIVES: • To develop the skill of effective time management for the participants• Maximize their use of time through proven scheduling techniques• Delegate more effectively• Recognize and overcome time stealers

CONTENTS:• Time as a resource• Time stealers• Analyzing your use of time• Planning & objective setting• Time management strategies

PARTICIPATION REQUIREMENTS:All employees working in insurance sector who wish to improve their skills and technique to effectively manage their time

DURATION:3 Days

METHOD:• A series of lectures, films and practical exercise to enable participants to:• Keep and analyze detailed log of their time use over a two weeks period• Write specific key result areas, performance standards and short term targets for their own jobs• Feel the benefit of using time management techniques

INSTRUCTORS:Experts specialized in HR management and leadership

Time Management

Sharjah 17-18 Apr

Abu Dhabi 17-18 Apr

www.eibfs.ae

Page 41: Insurance annual training plan 2013 -

OBJECTIVES: This course is for those people who want to understand how to communicate more effectively with their customers, their staff, their colleagues, and their bosses.

CONTENTS:• Elements of Our Communication with Others• Using Different Communication Windows• Identifying Communication Styles• Characteristics of Effective Communicators• Communicating within Teams• Organizational Communication• Communication Styles in Different Team Stages

PARTICIPATION REQUIREMENTS:Junior and middle level executives working in insurance industry

DURATION:2 Days

METHOD:Lectures, exercises, role plays

INSTRUCTORS:EIBFS faculty

39

Effective Communication Techniques

Sharjah 27-28 Mar

Dubai 25-26 Sept

Al Ain 6-7 Oct

Abu Dhabi 25-26 Sept

RAK 5-6 May

www.eibfs.ae

Page 42: Insurance annual training plan 2013 -

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OBJECTIVES: This program will equip participants with a needs-analysis approach that is realistic in today's financial climate. It shows you how to apply a highly effective procedure for determining whether or not training is the solution to a job performance problem. Participants will return to their jobs with key skills and confidence to gain acceptance and recognition for their training recommendations to management.

CONTENTS:• �Determine organizational, departmental and individual competencies• �Plan a needs analysis system• �Design questionnaires/surveys• �Design interviews• �Analyze job performance• �Determine causes and solutions for job performance problems• �Determine when (and when not) to train• �Determine the cost-benefits of training• �Write proposal

PARTICIPATION REQUIREMENTS:Training analysts, senior instructors, and managers of training who have (or wish to have) input intomajor decisions about training

DURATION:2 Days

METHOD:Lectures, group discussions, case studies, worksheets and experiential learning materials

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

Training Needs Analysis New

Dubai 21-22 Apr

Abu Dhabi 21-22 Apr

www.eibfs.ae

Page 43: Insurance annual training plan 2013 -

OBJECTIVES: It involves the understanding of the importance of TQM from human resources, assets and wealthManagement perspective. Therefore, TQM is an absolute necessity if an organization wishes to remain Competitive and relevant, especially in today’s global competition for customers, market and global Economy.

CONTENTS:• �Define key concepts related to TQM• �Identify the benefits of TQM• �Identify the steps of the Total Quality Management TQM process cycle• �Identify the tools used to measure the output of the process cycle• �Identify the various facts of benchmarking• �Involvement, Empowerment, and Commitment by management and all employees• �Meeting customer requirements• �Strive for Reducing development cycle times• �Improvement through team effort• �Reducing product and service costs• �Systems to facilitate improvement• �Line Management ownership• �Recognition and celebration• �Challenging quantified goals and benchmarking• �Focus on processes / improvement plans.

PARTICIPATION REQUIREMENTS:Supervisory-level employees

DURATION:3 Days

METHOD:Lectures, group discussions, case studies

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

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Total Quality Management New

Dubai 15-17 May

Abu Dhabi 15-17 May

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2013

English ProgramsCourse Content

1 English Language Skills Evening 43

2 Business Writing Evening 44

3 English Speaking Skills Evening 45

4 General Business Communication Evening 46

5 Report Writing Skills Evening 47

Programs Pages

42

www.eibfs.ae

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OBJECTIVES: • To assist trainees in reaching general english lower intermediate level, to correct common english language errors in gulf english and to introduce spoken business english• To train them in the use of english Language effectively in the context of a financial organization

CONTENTS:• Revision of basic grammar structures• Insurance English vocabulary• Role plays to practice speaking and listening skills• Reading& comprehension• Planning & formatting emails• Dealing with complaints

PARTICIPATION REQUIREMENTS:This program is intended for those employed by insurance companies with an elementary to intermediate level ability in the use of english

DURATION:5 Days

METHOD:Lectures, textbook, discussion and class work

INSTRUCTORS:EIBFS faculty

43

English Language Skills

Sharjah 10-14 Mar

Dubai 2-8 Jun

Abu Dhabi 14-18 Apr

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44

OBJECTIVES: • Continuation of syllabus of general english• To augment trainee’s english• To familiarize trainees with more advanced language for the fields of insurance and business

CONTENTS:• Reading, comprehension and vocabulary training at an advanced level• Planning and formatting e-mail• Internal & external correspondence• Presentation practice• Marketing communication• Dealing with complaints

PARTICIPATION REQUIREMENTS:This program is intended for those with a good level of english. They must have completed general english course.

DURATION:5 Days

METHOD:Lectures, textbook, discussion and class work

INSTRUCTORS:EIBFS faculty.

Business Writing

Sharjah 16-20 Jun

Dubai 6-10 Jun

Abu Dhabi 20-24 Oct

www.eibfs.ae

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OBJECTIVES: Improve trainees’ ability to participate in conversations in English.

CONTENTS:• �Practicing general conversation tactics• �Asking questions and making enquiries• �Expressing opinions, likes and dislikes• �Using language to discuss current affairs• �Making small talk• �Practicing listening and pronunciation

PARTICIPATION REQUIREMENTS:This program is intended for participants with at least an intermediate level of English.

DURATION:5 Days

METHOD:Presentations, discussions, practical exercises, role plays, group/pair work, audio CDs and DVDs

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

English Speaking Skills

Sharjah 20-24 Oct

Dubai 24-28 Mar

Abu Dhabi 16-20 Jun

www.eibfs.ae

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46

OBJECTIVES: To introduce the fundamentals of good business communication.

CONTENTS:• �Communication theory• �Letters• �Persuasive communication• �Verbal communication skills

PARTICIPATION REQUIREMENTS:This program is intended for those with a high level of English.

DURATION:5 Days

METHOD:Presentations, discussions, class work, activities, case studies

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

General Business Communication

Sharjah 7-11 Apr

Abu Dhabi 26-30 May

www.eibfs.ae

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47

OBJECTIVES: To train the trainees in writing reports in an insurance context.

CONTENTS:• �Grammar and language of formal reports• �Type and structure of reports• �Presentation of data in various formats (graphs, figures, charts etc) within a report• �Writing and editing reports• �Minutes of meetings

PARTICIPATION REQUIREMENTS:This program is intended for participants with at least an intermediate level of English.

DURATION:3 Days

METHOD:Presentations, discussions, class work, role-plays, group/pair work

INSTRUCTORS:EIBFS faculty and expertise from insurance industry.

Report Writing Skills

Sharjah 17-19 Nov

Dubai 5-7 May

Abu Dhabi 17-19 Nov

www.eibfs.ae

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Administration Policies

TRAINING HOURS AND ATTENDANCE

You are required to attend regularly and to be punctual. Our Training programs are either conducted: Morning: 8:30- 13:30 Evening: 17:30 - 21:00

Kindly show up 20 minutes earlier for registration. If you are unable to attend or will be late, please notify the training department situated in the second floor in the B building. Attendance reports will be sent to insurance companies and certificates will not be issued to those who absent themselves for more than 20% of the total duration of the course.

LIBRARY RESOURCES The library is located on the ground floor building A and the participants are encouraged to make full use of this facility for a membership at a nominal fee. In addition to normal working hours, the library is also open in the evening from 5.00pm to 9.00pm. For more information please contact the librarian on +971 6 5987 109.

CAFETERIA FACILITIES The cafeteria is located on the second floor – building B and its staff are ready to help you. Please do not take food or drink out of the cafeteria.

PRAYER ROOMA Prayer Room is located on the ground floor of the building B for males and second floor of the building B for females.

SMOKING IS FORBIDDENSmoking is hazardous and injurious to health and a cause of discomfort to your non smoking colleagues and staff. Smoking in the institute is strictly forbidden.

MOBILES To avoid disturbances during training, we request the participants kindly TURN OFF / Silent mode mobiles while in the training room.

www.eibfs.ae