Insurance Basic for New Joiners: 1 Day Training in Philadelphia, PA

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 the course, you will:

• 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.

Target audience:

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

Why is it right fit for you?

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.

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Our Royalty Referral Program

Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.

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 session: corporate@mangates.com