Customised certification training

INSURANCE TRAINING

Become an insurance expert and master the key skills to support your clients/partners and meet the challenges of the sector with excellence.

Training objectives

Each module is designed to effectively build your skills, enabling you to quickly master social insurance concepts.

Fundamentals of social and private insurance

This module explores the basics of Swiss social insurance, such as AVS, AI, unemployment insurance and health insurance, as well as the principles of private insurance. Participants will learn to analyse the interactions between these two systems for effective and compliant management. Particular attention is paid to the legal basis and fundamental principles governing these types of insurance.

Insurance law and legal framework

This module focuses on administrative law and social insurance procedures, particularly the LPGA. Participants will develop a mastery of the regulations specific to each type of insurance and learn how to interpret and apply legal provisions in concrete cases. This module strengthens the ability to navigate a complex and constantly evolving legal environment.

Benefit management and insurance coordination

In this module, participants acquire the skills necessary to determine and manage the benefits of various social insurance schemes. The focus is on coordination between the various stakeholders to ensure optimal care for insured persons. Through practical case studies, participants will learn how to apply management and coordination concepts in real-life situations.

Professional communication and insurance advice

This module is dedicated to developing communication and advisory skills. Participants will learn how to support clients effectively and empathetically, simplifying complex concepts and responding to their specific needs. Practical scenarios will reinforce their ability to handle sensitive exchanges and provide superior customer service.

Your comments

The terms and conditions of your insurance specialist training

Online or face-to-face

Choose your course format and timetable to suit your schedule. We tailor your training to your availability.

7 months

The duration of the training may vary depending on your level and objectives. Expect to invest 5 to 7 hours per week.

Graduate

Our insurance specialist training programme leads to a diploma and is internationally recognised. We are eduQua certified.

The modules

I. Fundamentals of social and private insurance

- Study in depth the various branches of Swiss social insurance, such as AVS, AI, unemployment insurance and health insurance.
- Understand the interactions between social insurance and private insurance for optimal case management.
- Analyse the legal basis and fundamental principles governing these insurance policies.

II. Insurance law and legal framework

- Be proficient in administrative law and social insurance procedures, including the LPGA.
- Learn how to apply the specific regulations for each type of insurance in real-life situations.
- Develop skills to interpret and implement relevant legal provisions.

III. Benefit management and insurance coordination

- Acquire the skills necessary to determine and manage the benefits of various social insurance schemes.
- Learn how to effectively coordinate interventions between various insurance companies to optimise benefits for policyholders.
- Study practical cases to apply the concepts of coordination and service management.

IV. Professional communication and insurance advice

- Develop communication skills to advise and support clients effectively and empathetically.
- Learn how to explain complex concepts in a way that is accessible to policyholders and partners.
- Practise handling difficult situations and providing high-quality customer service.

Social insurance in Switzerland is not only a pillar of security, it embodies the collective commitment to protect each individual against the vagaries of life.

They train with us

OSAM Customers - Companies

FAQ

We are an eduQua accredited training centre. This guarantees the quality of your training, as well as strong recognition of your diploma in Switzerland and internationally.

What's more, the vast network of companies where OSAM provides training contributes to the value of your certificate.

Please contact us for a quotation.
The price is personalised according to your level, your objectives and the course format you choose.
Payment can be made in several monthly instalments free of charge.

This training course is intended for:

  • For professionals already working in the field of social or private insurance who wish to deepen their knowledge in order to progress to positions of responsibility.
  • For employees of institutions such as compensation funds, health insurance companies, or private insurance companies wishing to strengthen their expertise.
  • People undergoing professional retraining who are attracted to a key sector that is stable and in high demand in Switzerland.
  • For HR managers and case managers who wish to gain a better understanding of social insurance issues affecting their organisation.
  • For young graduates or students wishing to specialise in a field that is essential to the functioning of the Swiss system.

Contact us and get a complimentary trial session with your trainer.

This is the best way to realise the full value that this training will bring you.

This training course is delivered in partnership with https://union-romande.ch/, a key player in social insurance in Switzerland.

By e-mail: contact@osamformations.com

By telephone: + 41 22 518 90 93

For more information, contact us!

Free quotation and trial session

Our training manager will contact you to present our method and our rates.

The OSAM network

LEVEL TEST

Test your knowledge of social insurance