Insurance Apprentice

Hybrid-based
ONET: 43-9041.01

2

Years

52

Skills

1028h

Related instructions

3500h

On-the-job training
Classroom instruction topics
  • Business Math
  • Composition
  • Associate in Applied Science: Business Management
  • Business Ethics
  • Principles of Property and Liability Insurance
  • Fundamentals of Speech Communication
  • Industrial/Organizational Psychology
  • Introduction to Computer Information Systems
  • Principles of Personal Insurance
  • Introduction to Insurance Fundamentals
On-the-job training
  • Client Delivery Services
    • Understand the structure of Client Delivery Services
    • Learn and perform duties in Client Delivery Services including, but not limited to: Premium Transactions
    • Learn and perform duties in Client Delivery Services including, but not limited to: Document Production
    • Learn and perform duties in Client Delivery Services including, but not limited to: Document Control
    • Learn and perform duties in Client Delivery Services including, but not limited to: Renewal Response Team
    • Learn and perform duties in Client Delivery Services including, but not limited to: Client Connection
    • Learn and perform duties in Client Delivery Services including, but not limited to: Print Room
    • Learn and perform duties in Client Delivery Services including, but not limited to: System Application Support
    • Interact with offshore partner to create client deliverables
    • Navigate and utilize Bridge and Broker Desktop to complete transactions
    • Utilize Planet Press for output creation and delivery
  • Client Services Unit
    • Understand the structure of Client Services Unit - perform duties in the following industries: Construction
    • Understand the structure of Client Services Unit - perform duties in the following industries: General Industry
    • Understand the structure of Client Services Unit - perform duties in the following industries: Healthcare
    • Understand the structure of Client Services Unit - perform duties in the following industries: Real Estate
    • Understand the structure of Client Services Unit - perform duties in the following industries: Aon Natural Resources
    • Learn and perform various transactions in Bridge including but not limited to: Certificate of Insurance
    • Learn and perform various transactions in Bridge including but not limited to: Auto Identification Cards
    • Learn and perform various transactions in Bridge including but not limited to: WC Posting Notices
    • Learn and perform various transactions in Bridge including but not limited to: Invoices
    • Learn and perform various transactions in Bridge including but not limited to: Client Intake
    • Learn and perform various transactions in Bridge including but not limited to: Client Maintenance
    • Learn and perform various transactions in Bridge including but not limited to: User Security
    • Learn and create Service Requests in Broker Desktop
    • Develop Renewal Strategy Plan for Client Deliverables
    • Process inquiries from offshore partner
    • Explain Client Promise Methodology
  • Surplus Lines and Policy Maintenance
    • Understand the structure of Surplus Lines and Policy Maintenance
    • Explain regulatory requirements of surplus lines including tax implications
    • Learn and perform transactions, supporting Surplus Lines
    • Navigate and utilize Bridge, Broker Desktop, and other applications supporting Surplus Lines
    • Explain premium audits and retrospective review in Policy Maintenance
    • Learn and perform transaction supporting Policy and Maintenance
    • Navigate and utilize Bridge, Broker Desktop, and other applications supporting Policy Maintenance
  • Compliance
    • Explain the role of Compliance in Aon Client Services
    • Develop a Compliance communication for all colleagues in Aon Client Services
  • Financial
    • Explain Budgeting Process
    • Research and report on budget discrepancies and/or budget trends
    • Understand and Explain Aon Client Services Allocation model
  • National Operations
    • Explain the structure of National Operations
    • Learn and perform supporting transactions in each area: Metrics and Analytics
    • Learn and perform supporting transactions in each area: Training
    • Learn and perform supporting transactions in each area: Quality Assurance
    • Learn and perform supporting transactions in each area: Client Service Access
    • Learn and perform supporting transactions in each area: Audit
    • Navigate and utilize Client Service Access and Adobe Presenter
    • Review and explain reporting process including analysis of data
  • Aon Carrier Link
    • Explain the structure of Aon Carrier Link (ACL) operations
    • Navigate and utilize ACL application to create a placement
    • Observe mapping operation for the development of ACL templates
  • Technology
    • Formulate Enhancement request for Aon's systems. Present to Senior Leadership for approval.
    • Participate in User Acceptance and/or Smoke Testing for a software release
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