FINANCIAL SERVICES

Wor-Wic Community College

CertificateCIP: 52.1701

No description available.

Program Pathways

Credentials this program stacks toward

No program pathways.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

My LER

FINANCIAL SERVICES

Wor-Wic Community College

CertificateCIP: 52.1701

No description available.

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 41-3021.00

Skills

Reading ComprehensionSpeakingActive ListeningCritical ThinkingWritingActive LearningJudgment and Decision MakingComplex Problem SolvingTime ManagementService OrientationPersuasionInstructingLearning StrategiesSystems EvaluationMonitoring

Knowledge

English LanguageCustomer and Personal ServiceMathematicsAdministration and ManagementAdministrativeSales and MarketingEconomics and AccountingPersonnel and Human ResourcesComputers and ElectronicsLaw and GovernmentEducation and TrainingMechanical

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionSpeech ClarityWritten ExpressionNear VisionDeductive ReasoningInductive ReasoningProblem SensitivitySpeech RecognitionInformation OrderingCategory Flexibility

Tasks

Customize insurance programs to suit individual customers, often covering a variety of risks.
Sell various types of insurance policies to businesses and individuals on behalf of insurance compan
Explain features, advantages, and disadvantages of various policies to promote sale of insurance pla
Prepare and deliver lectures to undergraduate or graduate students on topics such as financial accou
Evaluate and grade students' class work, assignments, and papers.
Initiate, facilitate, and moderate classroom discussions.
Examine documents to determine degree of risk from factors such as applicant health, financial stand
Decline excessive risks.
Write to field representatives, medical personnel, or others to obtain further information, quote ra
Answer agents' questions about insurance coverage.
Write descriptions of the property being appraised.
Determine the appropriate type of valuation to make, such as fair market, replacement, or liquidatio
Document physical characteristics of property such as measurements, quality, and design.
Administer employee insurance, pension, and savings plans, working with insurance brokers and plan c
Ensure company compliance with federal and state laws, including reporting requirements.
Research employee benefit and health and safety practices, and recommend changes or modifications to
Evaluate practicality of repair as opposed to payment of market value of vehicle before accident.
Review repair cost estimates with automobile repair shop to secure agreement on cost of repairs.
Examine damaged vehicle to determine extent of structural, body, mechanical, electrical, or interior
Contact vendors to locate replacement parts for vehicles.
Discuss insurance claims with customers or damage claimants.
Review repair cost estimates and negotiate with automobile repair shops to secure agreement on cost of repairs.
Examine claims forms and other records to determine insurance coverage.
Analyze information gathered by investigation and report findings and recommendations.
Pay and process claims within designated authority level.
Direct preparation and distribution of written and verbal information to inform employees of benefit
Design, evaluate, and modify benefits policies to ensure that programs are current, competitive, and
Fulfill all reporting requirements of all relevant government rules and regulations, including the E

Technology

Document management softwareFinancial analysis softwareEnterprise resource planning ERP softwareData base user interface and query softwareElectronic mail softwareHuman resources softwareGraphics or photo imaging softwareVideo creation and editing softwareCustomer relationship management CRM softwareComputer based training softwareCalendar and scheduling softwareWord processing softwareInformation retrieval or search softwareObject or component oriented development softwareAnalytical or scientific softwareSpreadsheet softwareOffice suite softwareTime accounting softwareMedical softwareProject management softwareCompiler and decompiler softwareComputer aided design CAD softwareInternet browser softwareWeb page creation and editing softwareDesktop publishing softwareData base reporting software

Tools

Desktop computersDigital camerasLaptop computersLaser facsimile machinesLaser printersNotebook computersPen-based computersPersonal computersPostage metersCarousel slide projectorsCompact digital camerasCompact disk CD playersComputer data input scannersComputer laser printersComputer projectorsConference telephonesDigital calculatorsDigital video camerasDigital video disk DVD playersHandheld microphonesInteractive whiteboard controllersInteractive whiteboards10-key calculatorsElectronic storage devicesPhotocopying equipmentElectronic digital theodolitesHand calculatorsLaser facsimile machines"Measure markersMeasuring tapes

Work Values

RelationshipsIndependenceAchievementSupportWorking ConditionsRecognition

Career Pathways

Occupations this program prepares you for