Ethics

After completing this learning module, youll be able to recognize ethical dilemmas when they arise and youll also have the skills needed to reach informed decisions when faced with a dilemma. Topics include:

• Distinguish among morals, laws and ethics
• Support the position that professionalism is a desired characteristic of the insurance practitioner.
• Summarize why it is important that insurance practitioners maintain high ethical standards.
• Give examples of an insurance practitioners ethical responsibility to insurers, policyholders and the public
• Given an ethical dilemma, identify the stakeholders, the motivation for the actions taken and, the relevant ethical issues
• Apply these theories to an ethical dilemma using these decision-making tools rules-based, Situation-based and people-based
• Summarize the barriers to making ethical decisions.
• Given the CPCU Code of Professional Conduct, explain tThe purpose of the Code, to whom the Code applies and the components of the Code
• Given an ethical dilemma, apply the nine CPCU canons and the rule(s) associated with each Canon to arrive at a resolution.
• Describe the disciplinary process and penalties applicable to each of these parties under the CPCU Code of Professional Conduct for a CPCU designee, an applicant and a CPCU candidate
• Apply ethical decision-making theories and decision-making tools, including the CPCU Code of Professional Conduct, to resolve a general business ethical dilemma.
• Apply ethical decision-making theories and decision-making tools, including the CPCU Code of Professional Conduct, to resolve an ethical dilemma involving the use of the CPCU designation.

This seminar is part of the Accredited Customer Service Representative (ACSR) program.

ACSR Program Benefits

• Enhance profitability by managing a better book of business and avoiding E&O claims through a more comprehensive knowledge of insurance products
• Increase the ability to cross-sell products with a thorough understanding of client needs
• Improve overall efficiency with an increased confidence in capabilities and knowledge
• Develop customer loyalty by demonstrating higher levels of professionalism and customer service

 Learn more about ACSR.