Insurance specialist (BP)  (Region Bern):
1 Provider

Graduates of the Swiss Federal Diploma of Insurance Specialist who aspire to a management position and are interested in the overall context of the insurance industry can enter the Higher College of Insurance HIA without an examination and benefit from the waiver of individual parts of the course.

The Federal Professional Examination in Insurance provides in-depth knowledge of relevant topics in the insurance industry. The modular structure ensures that both the basics and in-depth specialist knowledge in various areas are covered.

• Compulsory modules
  These four basic modules form the foundation of the training and are mandatory for all participants:
  • Personal management - development of self-management and professional competence
  • Insurance industry - understanding the economic relationships in the insurance industry
  • Insurance law - legal framework and contract law
  • Insurance marketing - marketing strategies and customer-oriented action in the insurance sector

• Elective modules
  Three modules must be individually selected and completed from the following subject areas. They allow you to delve deeper into specific insurance sectors:
  • Property insurance
  • Asset insurance
  • Technical insurance
  • Transport insurance
  • Individual life insurance
  • Group life insurance (mandatory / extra-mandatory)
  • Banking and Finance
  • Health insurance (mandatory / non-mandatory)
  • Accident insurance (mandatory / non-mandatory)
  • AHV / IV and other social insurances
  • Insurance medicine

• Process modules
  In addition, one of the following process modules is selected. These focus on central processes in practice and form the basis for the examination case:
  • Underwriting, including product management
  • Claims and benefits processing, service management
  • Sales and support
  • Broking

The federal final examination focuses on one of these core processes.

 

This modular structure enables practical specialization and prepares students specifically for various fields of activity in the insurance industry. From legal aspects to product development and customer advice - the content is varied and practice-oriented.

Important: Each educational institution can set individual priorities for the options available and therefore enquiries should be made directly with the desired school. Inquiries can be forwarded directly to the respective school using our contact form.

Graduates of the course are characterized by a broad knowledge of the insurance industry and have in-depth knowledge in specific specialist areas. Their high level of expertise qualifies them as service providers in defined insurance processes.

Module structure Federal Professional Examination for Insurance Specialists with Federal Certificate:

• Compulsory modules - in-depth study of insurance fundamentals
• Elective modules - specialization in subject area
• Process modules - final audit of a core insurance process

Proof of valid module certificates (compulsory modules and three elective modules) is part of the admission criteria for the federal examination. The module examinations must not date back more than five years.

The following admission criteria apply to the Federal Professional Examination for Insurance Specialists:

• Federal Diploma of Vocational Education and Training (Federal VET Diploma, apprenticeship certificate) as a private insurance clerk and 2 years of professional experience in the insurance sector

or

• Other Federal VET Diploma, completion of a federally recognized commercial secondary school or Baccalaureate, passed the "VBV insurance intermediary" exam and 3 years of professional experience in the insurance sector

or

• Passed the "Versicherungsvermittler VBV" exam and 5 years of professional experience, including 3 years in the insurance sector

and

• Proof of the required valid module certificates or confirmation of equivalence