BTS Insurance
- 100% online 24/7 • Web & Mobile
- Estimated duration: 1100 hours • 16 months
- Starting at any time of the year
- State-recognized diploma certification • Level 5 (Bac+2)
- ECTS credits: 120 credits
In short
Support the client throughout the entire life of the insurance contract, from advice to compensation!
Prospecting for clients, analyzing needs, advising on and selling insurance contracts, managing client relationships, assessing risks, recommending preventive measures… The BTS insurance training develops skills on a technical, commercial and management level, which will allow you to prospect and sell insurance contracts tailored to clients’ needs.
You will be able to:
Prospecting for clients
Analyze customer needs
Managing claims files
Coordinating teams
Program
The fundamental skills of an insurance customer advisor
Perform operations related to health insurance benefits;
Perform operations related to life insurance contracts in the event of death;
Identify and implement claims management rules and procedures;
Explain claims settlements or denials of coverage; Handle complaints and objections based on the contract;
Resolve disputes when necessary;Determine and pursue legal recourse;
Monitor claims and measure customer satisfaction;
Identify any unusual situations in the claim or customer file
General knowledge and expression (BTS)
Understanding and arguing
- Methodology for analyzing works
- Test methodology
To find out more and gather information
- Researching through time, staying informed in the age of the internet and social networks.
- Mastering documentary research tools and monitoring
- Organizing your information search
- Relying on the right support
- Extracting information from an organized or unorganized document
- Processing information
- Learn comparative analysis
- To qualify and relativize information based on transtextuality
- To conduct a critical assessment of a document or subject
- Recognizing the different cognitive biases
- Recognizing the different sophisticated techniques and the art of always being right
Read and understand a message
- Literary Analysis – Methodology and Tools
- Knowing how to read graphic documents
- Analyzing the form to understand the content of a text, whether alone or within a corpus
Write a message
- To search for an idea, to extract an idea from a fact, an example, a document
- Organize your ideas, put them in order / Create a plan
- Knowing how to nuance, relativize, and modulate.
- The essentials for writing during an exam 1
- The essentials for writing during an exam 2
- The rules of argumentation
- Develop and illustrate an idea
- Choose the means of communication
- Write a readable message
- Engage with the message / Present your point of view
- Create an authentic message
- Use deictics and shifters wisely
- Logical connectors
- Structure your speech to make it logical
- Language levels
- Professional writing: The letter
- Professional writing: Summary note
- Professional documents: Reports and minutes
- Professional writing: The professional report
Modern Language: English
Succeeding in my foreign language exam
- Language exams in BTS Insurance
- How to analyze a corpus of documents
- How to present your ideas orally in French
- How to present your ideas orally in a first foreign language (LE 1)
- Participating in an interview in a foreign language
- Write a report in French based on a corpus of texts
- Write a report in English based on a corpus of texts
- The methodology of translation into English
Becoming a professional
- Looking for a job
- Applying for a job
- In a job interview
- Leading meetings
- Organizing an online meeting
The business world
- Starting a business
- Navigating the working world
- Talking about social system and taxes
- Choosing a business strategy
- Negotiating a business deal
The market
- Knowing your customers
- Innovating to distinguish yourself on the market
- Managing the supply chain
- Marketing and advertising in the 21st century
Business Ethics and Companies’ responsibilities in the globalized world
- Fighting for the planet at work
- Advocating for fairness in the globalized trade world
- Interacting in a multicultural environment
Understanding the geographical and historical realities of English-speaking countries
- The Commonwealth
- The British Isles
- English speaking countries in America
- English speaking countries in Africa
- English speaking countries of the Pacific
- Understanding the different accent of the English-speaking world // Anglophone culture: the different accents
Good to know or to review
- The use of irregular verbs
- The media of the English-speaking world
Professional culture and customer follow-up
Use the information to analyze the evolution of the risk
- The insurance environment
- Fundamentals of insurance operations
Leverage information to analyze customer value
- Risk pricing
- The insurance market and major changes
To arbitrate, monitor and advise throughout the life of the contract
- Insurance Contract Law
- Economic context of the insurance and banking sector
- General Introduction to Law
- The legal and contractual framework for insurance activities
Managing
- The organization of insurance activities
- Extra-contractual liability
- Contractual liability
- Product liability
Present the terms of the contract to your client
- Single vehicle car insurance
- Multi-risk home insurance (MRH) Non-occupant owner (PNO)
- The professional’s insurance
- Legal Protection and Assistance
Presenting the subscription proposal to your client
- Life insurance in case of death
- Health insurance, general and supplementary schemes
- Supplementary group and individual health insurance
- Banking products
- Fundamentals of labor law
Managing the receipt and non-payment of contributions
- The life of the insurance contract
- Portfolio management
Extracting useful data from a portfolio
- Personal accident insurance (GAV) and individual personal accident insurance
- Other common personal property and liability insurance (ABR) policies
- Other personal protection insurances
Develop your portfolio by exploiting opportunities (regulatory, economic or commercial)
- Management of insurance activities
- Life insurance and savings
- Health Accident and Illness Benefits
- Retirement savings
Business development and interview management
- Recognizing and redirecting a request outside of one’s scope of action
- Elements describing the risks to be insured
- Evolution of the elements of the insured risk
- Identify and organize information processing within the information system
- ; communicate effectively in a business context;
- discover the client’s expectations and needs;
- ensure a high-quality initial consultation;
- establish and implement a sales action plan;
- implement appropriate communication tools
- ; conduct and follow up on sales meetings;
- propose relevant solutions to needs or risks;
- present and justify the choices made for quote elements
- ; apply regulations specific to the subscription;
- leverage economic, legal, and tax knowledge to better advise the client
Claims and Benefits Management
- Perform operations related to health insurance benefits;
- Perform operations related to life insurance contracts in the event of death;
- Identify and implement claims management rules and procedures;
- Explain claims settlements or denials of coverage;
- Handle complaints and objections based on the contract;
- Resolve disputes when necessary;
- Determine and pursue legal recourse;
- Monitor claims and measure customer satisfaction;
- Identify any unusual situations in the claim or customer file
Customer reception in the event of a disaster
Welcoming the client for a claim or benefit request;
Understanding the circumstances of the event that led to the request;
Identifying the information necessary to process the claim or benefit request;
Verifying the admissibility of the claim or request;
Outlining and explaining the procedural elements;
Explaining the terms of coverage, the claims settlement process, or the denial of coverage;
Explaining the types of coverage and benefits available
Digital communication, use of information systems and digital tools
Use the company’s digital tools and information systems.
Identify information to integrate, share, and use within the information system.
Search for and use the information necessary to carry out management tasks.
Contact and coordinate stakeholders using digital collaboration tools.Apply regulations on personal data protection and distance selling.
Apply the company’s digital procedures.
Usethe appropriate communication channel or medium.
Use digital tools responsibly.
Communicate in writing using digital media.
Direct the interlocutor to the most appropriate digital tool.
Use the company’s internal and external digital resources.
Upon completion of the training, you will obtain
State Diploma
Obtain the BTS « Insurance » level 5 qualification, registered with the RNCP under number 38359, by decree of 13/02/2017 published in the Official Journal of 04/03/2017
Certificate of completion of school training
120 Credits
&ECTS (European Credit Transfer and Accumulation System) allows diplomas to be recognized in all countries of the European Union.
The Studi Method: Your Path to Success
Support until success
Methodological and motivational support at every stage of your training journey, and support from your expert trainers
Career coaching
Exclusive job and career-oriented coaching program to boost the success of your professional project and your employability
Learning by doing
Preparing for the professional world
Skills directly applicable based on real-world examples, projects, case studies, and immersive content.
Network of leading trainers
More than 700 expert trainers to pass on best practices in each field
Academic & Digital Excellence
Terms and conditions
Admission requirements
To enroll in the training program leading to the targeted qualification, the candidate must:
- Be at least 16 years old on the date of entry into training
For any other situation, contact a training advisor who will assess your eligibility.
Professional experience and internship
The professional internship, which complements the theoretical learning, is essential for the validation of your qualification.
The total duration of the internship is a minimum of 210 hours.
The candidate will present proof of this period in the company to the examination session manager, who will keep a copy in the
session file.
Exam
The candidate will be evaluated according to the following methods:
- Assessments completed during training
- Production of a Professional Portfolio
- Creation of supplementary materials (document and slideshow)
- Completion and successful completion of the final in-person examinations:
– Professional simulation (4.5 hours)
– Technical maintenance (1 hour 25 minutes)
– Questioning based on production(s) (0h35)
– Final interview (0h10)
Certification
To find out the job placement rate for the targeted positions, consult the RNCP profile on the France Compétences website.
Validation by skills block
Professional certification is composed of several skill blocks that must be acquired in order to obtain the professional certification.
It is possible to validate one or more of the skill blocks. Each block can be acquired individually.
The RNCP record accessible from each training course record specifies the conditions for obtaining it.
For any questions regarding skills blocks, contact your training advisor.
Equivalencies and pathways
Partial equivalencies with:
RNCP36938 – BTS (Advanced Vocational Diploma) – Social and Family Economics;
RNCP36939 – BTS (Advanced Vocational Diploma) – Services and Benefits in the Health and Social Sectors; RNCP38575 – TP (Professional Title) –
Manager of a Small or Medium-Sized Structure;
RNCP38676 – TP – Manager of a Retail Unit.
Full equivalency with:
RNCP35993 – TP – Home Services Coordinator.
For more details: see the France Compétences fact sheet – https://www.francecompetences.fr/recherche/rncp/39539/
Further studies
After obtaining the Professional Title of Home Services Coordinator, you can either:
enter the job market directly
or continue towards:
– a Professional Bachelor’s Degree in Personal Services
– a University Diploma of Technology (BUT) in Social Careers: Coordination and Management of Health and Social Care Establishments and Services.
This list is not exhaustive.
Other further options are available.
Performance indicators
Pricing and financing solutions
€3,890
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
Personal financing
From
€76 / month
Scholarship
From
-30%
€4,190
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
€3,890
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
Personal financing
From
€76 / month
€3,890
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
Personal financing
From
€76 / month
Scholarship
From
-30%
Included
- Written courses and videos on demand
- Educational support and guidance
- Career coaching
- Application and registration fees***
- Unlimited access to over 10,000 virtual classes**** live and on-demand
- Professional projects
- Unlimited access to Skills 360 for 2 years
- 2-Year Success Guarantee and Graduate or Your Money Back Guarantee*****
*Subject to sufficient CPF training credits and exemption from financial contribution.
**Subject to acceptance. You have a withdrawal period. See terms and conditions. ***Excludes State Diplomas and exam preparation. ****Average number of live virtual classes observed over the last 12 months (mostly organized from 6 pm onwards). *****See Studi’s Terms and Conditions.
Target professions
- Course Management
- Communication and Collaboration
- User-Friendly Interface
- Educational Institutions
- Businesses and Organization
- Individual Learners
- User-Friendly Interface
- Robust Course Management Capabilities
- Effective Communication and Collaboration
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