Insurance Basic for New Joiners: 1 Day Training in Perth

Insurance Basic for New Joiners: 1 Day Training in Perth

By MG Aussie
Multiple dates

Overview

Comprehensive introduction to insurance fundamentals, guiding newcomers through products, processes and customer-facing duties.

Bring your team and save:

1. Groups of three or more receive a 10% discount

2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.


Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs/Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

Course Overview:

This one-day program provides new joiners with a strong foundation in insurance fundamentals, including key products, terminology, processes, and customer service essentials. The session simplifies complex insurance concepts through clear explanations and real-world examples, helping newcomers understand how insurance works and what their roles require. By the end of the day, you gain confidence in navigating insurance workflows, supporting customers, and communicating policies with ease.

Learning Objectives:

By the end of this course, you will be able to:

  • Understand insurance fundamentals, product categories, and key concepts.
  • Learn essential terminology and processes used across insurance operations.
  • Build confidence in navigating workflows such as policy issuance and claims.
  • Strengthen communication and customer service skills for insurance settings.
  • Gain clarity on your responsibilities and expectations as an industry newcomer.

Who can Attend?

  • Insurance newcomers who need a clear understanding of insurance basics, products, processes, terminology, customer service, and workflow essentials.

Why Choose this Course?

This course is ideal for new joiners who want to build a strong foundation before taking on insurance responsibilities. It simplifies complex industry terms and processes into clear, easy-to-understand explanations. You learn how policies are issued, how claims are handled, and how to communicate effectively with customers. The program boosts your confidence and helps you start your role with clarity and readiness. With practical examples, hands-on activities, and guided support, you gain a solid understanding of how the insurance world works.

©2025 MG Aussie Events. This content is protected by copyright law. Copy or Reproduction without permission is prohibited.

Looking to onboard a group of new insurance employees together?

We offer customised in-house training tailored to your product offerings, processes, and workflow requirements. Whether you need deeper product knowledge, enhanced customer service skills, or more focus on claims and compliance, we adapt the curriculum to your organisational needs. In-house training ensures consistency, relevance, and smoother onboarding for your teams.

Contact us today to schedule a customized in-house, face-to-face session: eventbrite@mgaussie.com

Category: Science & Tech, Other

Good to know

Highlights

  • 8 hours
  • ages 18+
  • In person
  • Paid parking

Refund Policy

Refunds up to 7 days before event

Location

"Regus St Martins Tower "

PERTH, St Martins Tower Level 27, St Martins Centre 44 St Georges Terrace

Ph No: 61(0) 2 80155605 Perth, WA 6000 Australia

How do you want to get there?

Agenda

Module 1: Introduction to Insurance Basics

• What insurance is and why it matters • Core principles of insurance • Understanding risk, premium, and coverage • Activity

Module 2: Key Insurance Products Overview

• Life insurance basics • Health and general insurance essentials • Key differences between product categories • Activity

Module 3: Common Insurance Terminology

• Policy, premium, claim, underwriting • Simple explanation of key terms • Using correct terminology with customers • Activity

Frequently asked questions

Organized by

MG Aussie

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Early bird discount
From A$552.97
Multiple dates