Florida 40hr Registered Customer Service Rep. Designation Course by Pam Hubbart, CPCU

 

Syllabus


Course Information
Course Title
Florida 40hr Registered Customer Service Representative Designation Course
Course Number
INS005
Course Description
OnLine Designation course which is designed and taught to comply with the State requirements for Customer Representative State examination. After completion of this course, you will receive the Customer Service Representative designation which allows you to apply to the Department of Insurance for your license and WAIVES the State exam. Topics covered include: Automobile, Property Insurance, Inland Marine, Crime, Workers Compensation, General Liability, Health Insurance, and State Law.
Location
OnLine in Florida through the following Colleges: Broward, College of Central Florida, Hillsborough, Miami-Dade, Pasco-Hernando, Pensacola, Santa Fe, SCF-Manatee/Sarasota, Tallahassee and Valencia
Meeting Day(s)
7 days per week
Meeting Time(s)
24 hours
Course Length
1 College semester
Pre-Requisites to getting your license.
https://www.myfloridacfo.com/agents/Licensure/General/docs/4-40.htm
Course Goals
Course Goals
The Goal is to complete the required pre-licensing with the minimum hassle. State exam waived for qualified students.
Course Outline

Title

Unit

Hours
Welcome & Common Questions
1
0

Basic Florida Insurnce Principles, Concepts and Laws

  1. Risk
  2. Insurance Policies and Binders
  3. Insurance Contract Characteristics
  4. Property Insurance Concepts
  5. Liability Insurance Concepts
  6. Policy Conditions
  7. Bases for Insurer Avoidance of Performance
2
3

Automobile

  1. Florida Financial Responsibility Law
  2. Concepts and Laws
  3. Personal Auto
  4. Business Auto Policy
  5. Garage Insurance
3
5

Property Insurance

  1. Commerical Property Insurance
  2. Dwelling Program
  3. Farm Coverage
  4. Flood Coverage
4
5

General Liability

  1. Commercial General Liability Contract
  2. Excess/Umbrella Policy
  3. Professional Liability
  4. Personal Liability
  5. Farm Liability
  6. Employment-Related Practices Liability
5
3

Package Policies

  1. Homeowners Insurance
  2. Commerical Package Policies
6
2

Worker's Compensation

  1. Employers and Employees
  2. Penalties for Non-compliance
  3. Compensation
7
2

Crime

  1. Crime General Provisions
  2. Crime Plans Coverage Forms (A-G)
8
1

Surety Bonds

  1. Suretyship vs. Insurance
  2. Parties to a Bond
  3. Bonding Process
  4. Contract Bonds
  5. Fiduciary/Court Bonds
  6. License/Permit Bonds
  7. Misc Bonds
9
1

Marine

  1. Inland Marine Insurance
  2. Personal Inland Marine
  3. Commercial Inland Marine
10
2

Department of Financial Services

  1. General Duties and Powers
  2. Examination of Books and Records
 
 

Health

  1. Major Medical Insurance
  2. Disability Income
  3. Medicare Supplement
  4. HMO/PPO
11
2

Agent Licensing

  1. Agent Licensing Requirements
  2. Agent Responsibilities and Change of Address
  3. Maintaining a License and Continuing Education
  4. Appointments
  5. Ethics
  6. Customer Relations/Office Management
12
10

Unfair Trade Practices

  1. Sliding
  2. Coercion
  3. Misrepresentation
  4. Defamation
  5. Discrimination
  6. Unfair Claims Settlement
  7. Fraud
  8. Controlled Business
13
2

Definitions/Florida Statutes

  1. Insurance Transaction
  2. Domestic, Foreign and Alien Companies
  3. Authorized, Unauthorized and Eligible Companies
  4. Stock and Mutual Companies
  5. Certificate of Authority
14
1

Residual Markets

  1. FAJUA
  2. WCJUA
  3. FWUA
  4. FRPCJUA
15
1
COURSE TOTALS
 
40 hours
Instructor Information
Name
Jan Bradburn
Email
bradburn@oltraining.com
Office location
2669 Forest Hill Blvd Suite 207, WPB, Fl 33406
Office hours
Call for an Appointment
Phone
561-283-0333 or toll free 866-357-0841
Biography
Jan Bradburn has developed curriculum and taught classes in private schools in Florida for 16 years. She holds a 2-20 General Lines Agent insurance license and currently holds a position as a Training Manager for a major P&C insurer.

OLACS provides Online Accounting Services for Clubs and Community Sports. Currently the Colorado Springs Home School Sports Leage is accepting registrations for their Spring Soccer and Flag Football Seasons.

Insurance Pre-licensing and Continuing Education from OLT
OnLine Training, Inc.
2669 Forest Hill Blvd. St. 207, West Palm Beach, FL 33406
Toll free 866-357-0841 (Local 561-283-0333)