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ACS

ACS

Associate, Customer Service — Life Insurance Track

Available in: Chinese (simplified), Chinese (traditional), English, French, Korean, Portuguese, Spanish


Overview

The financial services industry is constantly changing, but one thing remains constant—customers expect more from your company. They want accurate answers that they can trust from you.

With LOMA’s Associate, Customer Service™ (ACS®) Program you can be prepared to meet these new demands. The ACS Program has been designed specifically to help you:

  • Increase your knowledge of financial services
  • Understand customer expectations, patterns, and behavior
  • Organize an effective customer service team

Topics

  • Customer Service
  • Life Insurance
  • Marketing and Business Acquisition
  • Onboarding
  • Operations and Administration

Courses

Learners must complete three required courses and two electives to earn the ACS designation.

ACS 100 — Foundations of Customer Service

ACS 100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service.

ACS 101 — Customer Service for Insurance Professionals

ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service.

ARA 440 — Reinsurance Administration

ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. It also discusses reinsurance principles, regulation, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance.

LOMA 280 — Principles of Insurance

LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner's contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products.

LOMA 281 — Meeting Customer Needs with Insurance and Annuities

LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner's contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.

LOMA 290 — Insurance Company Operations

LOMA 290 describes how life insurance companies operate in today's global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company's success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company's financial success.

LOMA 301 — Insurance Administration

LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service.

LOMA 307 — Business and Financial Concepts for Insurance Professionals

LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability.

LOMA 320 — Insurance Marketing

LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry.

LOMA 321 — Marketing in Financial Services

LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers' financial needs and to create profitable customer relationships.

Curriculum

Required ACS coursesElective ACS courses — select two
Learners must complete three required courses and two electives to earn the ACS designation.
Customer ServiceInsurance PrinciplesInsurance Operations/ Reinsurance AdministrationInsurance AdministrationBusiness & Financial ConceptsMarketing
ACS 100
or
ACS 101
LOMA 280
or
LOMA 281
LOMA 290
or
LOMA 291
or
ARA 440
LOMA 301LOMA 307LOMA 320
or
LOMA 321

See the ACS 101 intro video

ACS 101 Intro screen

Try the interactive demo
for ACS 101!

Course Comparison Chart

Trying to decide between the traditional-access and highly interactive online versions of the ACS courses?

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