LOMA 335 — Operational Excellence for Insurance Professionals

• The Insurance Company and Its Challenges
• Aligning Operations with Corporate Strategies
• Creating a Culture of Excellence
• Business Process Excellence in Financial Services
• Project Management in Financial Services
• Quality Management
• The Decision Environment
• Analytical Decision Making
• Innovation in Decision Making
• The Decision Making Process

• Describe the basic characteristics of insurance company operations, including stakeholders’ needs, the value chain, and the operating environment.
• Describe primary management functions and how management seeks to successfully align company operations through control systems.
• Describe how to use leadership, motivation, and group dynamics to create a culture of operational excellence.
• Describe the characteristics of business processes and how to improve business processes through mapping and other techniques.
• Explain the characteristics of projects and project management processes.
• Identify the principles of quality management and quality management strategies.
• Present basic types of decisions and the decision making process.
• Describe analysis and modeling for decision making.
• Describe how data is used in decision making.
• Describe types of innovation and the process for innovative thinking.

Pricing

See North American course pricing.

Enrolling in Courses With Proctored Exams

1. Log in to your LOMA Learning account using your login ID and password.
2. Browse the Learning Catalog for the course in which you would like to enroll.
3. At the bottom of the course description page, choose Exam Type — you must choose between
   • self-proctored, end-of-module exams
   • or a proctored, end-of-course I*STAR exam
   Download the "What Exam Format Should I Choose?" flowchart
4. Select ADD TO CART next to the items in which you would like to enroll.
5. If you choose the I*STAR exam option, you must also
   • Select Exam Site — your company’s primary exam site (if applicable) will appear on the screen. To see other available exam sites, click “Search.”
   • Note for independent students: Click “Include 3rd party exam sites” to find open exam sites offered by other companies. More information on independent student enrollment.
   When you have selected an exam site, click “Save.”
6. Return to the catalog to continue searching for courses and add additional items to your shopping cart, or click the shopping cart to check out.
   • If you have not already done so, you will be prompted to log in to the LOMA learning system at this time. Once you have successfully logged in, click the shopping cart again to begin the checkout process.
7. Review your shopping cart. Click CHECK OUT to proceed.
8. Enter payment information.
   • If your company has set up direct billing with LOMA, an account code will appear next to the “Bill My Company” field.
   • If you are using direct-to-company billing method, ensure that the radio button next to the “Bill My Company” field is selected and then click “Next” to continue.
   • If you are paying for your enrollment by credit card, enter all of the required fields for a credit card transaction. Once you have provided all of the required information, click “Next” to continue.
9. Review your order, accept LOMA’s Terms and Conditions, and click BUY NOW. An enrollment confirmation will be emailed to you.

What happens if learners make a mistake and choose the wrong testing option?

If, during the enrollment process, you select a testing option by mistake, you must contact LOMA within 72 hours of your enrollment to have the error corrected at no charge.