Advanced Operations Management in Insurance

0 (0 reviews) Techno-Functional

Improve insurance operations efficiency, control risk, and deliver consistent service performance across core processes.

By Rajagoplan Raghavan

Last updated April 9, 2026

Current Status

Not Enrolled

Price

₹100,000.00

This training program on advanced operations management is designed for Operations professionals in the Insurance sector. It addresses the challenge of managing complex, high-volume operational processes while maintaining cost efficiency, compliance, and customer satisfaction in the context of digital transformation in insurance. Learners will gain the ability to streamline workflows, leverage digital tools, manage operational risk, and drive performance across modern insurance operations. The program uses process-driven frameworks, real operational scenarios, and expert-led analysis to ensure practical application in a digitally evolving environment.

Course Content

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Introduction to Risk & Insurance 19 Topics

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Basic concepts of Insurance

Insurance Contracts

Defining Risk – Pure vs. Speculative Risk

Defining Risk – Characteristics of insurable risk

Fundamental Principles & concepts

Approaches to Risk Management

Insurance Policy Participants

Insurance Policy Provisions

Definitions and Miscellaneous Provisions

Ownership of Insurance Company

Foundation Course to Insurance (Life & P&C) 9 Topics

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Principles of Insurance: Life Health and Annuities

Insurance Lines of Business

Products design overview

Long Term Care

Dental Insurance

Property and Casualty Insurance (General Insurance)

Life & Annuity

Types of Annuities (Single, Flexible, Fixed, Variable, Deferred, Immediate, Qualified & Non Qualified

Reinsurance

Company Operations-Insurance 3 Topics

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Insurance Administration

New Business Processing, Underwriting principles overview, Understanding Charges & Fees

Policy Administration System (PAS) and Insurance Claims

Insurance Operations and Management Overview 5 Topics

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Policy Servicing – Withdrawals, Asset Transfers & Rollovers, Surrenders

Endorsements , Customer Correspondences & Communications

Securities & Basics, Basics of Suitability & Regulations, Risk & Regulations in Securities

Fiduciary Rule-Background, DOL fiduciary rule changes, Exemptions in DOL, Impacts of DOL Fiduciary Role on IT, Operations, Servicing

Rollovers, New Business, Recent changes & Way forward

Case Studies 6 Topics

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Customer Touch points, Client Onboarding & Enrollments, Underwriting Requirements and Communication, Benefit Payments & Payout Options

Planning & Need analysis Trends, Advisory Trends, Servicing Trends, Customer Retention, Improving Customer Service

Operations structure of an Insurance Company

Technology Set Up for an Insurance Company

Insurance Agent Role Play (Selling Insurance )

Claims Experience of an Insurance Customer

Meet Your Instructor

Rajagoplan Raghavan

1 Courses

11 Student

Experienced executive with over 30 years of progressive leadership in the technology sector, specializing in advanced electronics solutions for defense, aerospace, and space industries. Currently driving strategic business development at a leading defense technology firm, with a strong focus on insurance-related expertise. Previously, led a pioneering embedded systems company, guiding it to prominence over nearly two decades in defense and space applications. Expertise spans business strategy, product development, market expansion, and regulatory compliance. Proven track record in fostering partnerships and leveraging technology for mission success. Adept in insurance-related areas including risk management, regulatory compliance, and strategic planning. Skilled in navigating complex landscapes to achieve operational excellence and growth. Passionate about advancing defense capabilities through technology and strategic leadership.