Degree, diploma and title
The professional examination for insurance specialists takes place annually, provided that at least 10 candidates meet the admission requirements, otherwise every two years. It can be taken in one of the three official languages German, French or Italian.
Candidates have already selected one of the four process modules during the preparatory course (specialization):
- Broking
- Claims and benefits processing, service management
- Underwriting incl. product management
- Sales and support.
The respective specialization is now tested at the professional examination.
The exam consists of two parts:
1) Technical questions and case studies (written, 4 hours, weighting 50%)
This part of the exam includes a series of questions and tasks, such as case studies.
2) Mastering job-specific processes in contact with internal and external customers (oral, 1.5 hours, weighting 50%)
In this part of the examination, candidates must demonstrate their specialist knowledge and ability to express themselves orally in the presence of the experts.
Diploma and title
Successful graduates of the professional examination receive a federal certificate and are entitled to use the federally recognized and protected title "Insurance specialist with federal certificate".
In French: "Spécialiste en assurance avec brevet fédéral"
In Italian: "Perito / Perita in assicurazione con attestato professionale federale"
In English: "Swiss Certified Insurer with Federal Diploma of Professional Education and Training"