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Overview 课程概览

Welcome to the Insurance Management Simulation.

You are part of an executive management team of a small to medium P & C insurer active within a competitive marketplace. You will need to generate attractive returns for your shareholders, while providing a stable capital base and appropriate risk appetite for sustainable performance.

Our IMS programme will teach you the key drivers of shareholder value, including underwriting portfolio, capital structure, ALM, solvency and reinsurance requirements.  You will manage projects from big data to sustainability and from consumer experience to product innovation.

Seats are limited to allow for active exchange amongst participants. Please only register if you can make yourself available for the full duration of the course.

欢迎参加保险管理实务。

您是一名中小型财产保险公司的领导班子成员,活跃在竞争激烈的市场。您需要为股东创造具有吸引力的回报,同时保持稳定的资本基础和适当的风险取向,以实现可持续的业绩。

我们的保险管理实务 (IMS) 培训将指导您了解股东价值的关键驱动因素,包括核保业务组合、资本结构、资产负债管理、偿付能力和再保险要求。您将管理从大数据到可持续性,从消费者体验到产品创新的多个项目。

为方便参加者充分交流,培训名额有限。请仅在您可以参加整个课程的情况下报名。

Programme
培训日程

Wednesday, 9 June 2021
2021年6月9日,星期三
Set-up session: Technical onboarding and intro to IMS tools & systems
预备课程:登陆授课平台,了解保险管理实务(IMS)课程所使用的工具和系统

Monday, 14 June 2021
2021
6 14 日星期一

Session 1     
Introduction to the IMS

第 1 课          
保险管理实务(IMS)简介

Your journey to the top starts today!

  • Get familiar with your new role as a new member of the company's executive team.
  • Set up your team's organization, get familiar with your virtual insurance company by using the SWOT technique, and start analysing the company.

Please reserve about 1.5h to prepare for the session (pre work)

您的晋升之旅从今天开始!

  • 熟悉您作为公司领导班子新成员的新角色。
  • 建立自己的管理团队,使用 SWOT 方法熟悉虚拟保险公司,并开始对公司进行分析。

请预留大约 1.5 小时的时间为课程做准备(完成课前作业)

Tuesday, 15 June 2021
2021
6 15 日星期二

Session 2     
Value creation and UW profitability

第 2 课          
价值创造及核保盈利能力

  • Look at the concepts of economic value and link the performance ratios into the concept of a ratio tree.
  • Identify the key elements that drive underwriting profitability, including capital leverage, and define a framework for setting a strategic plan.
  • Discuss your strategy to take decisions on the lines of business, the target customer groups, pricing, underwriting, reinsurance and much more.

Please reserve about 1.5h to prepare for the session (pre work)

  • 探讨经济价值概念,并将绩效比率与“比率树”概念联系起来。
  • 确定推动核保盈利能力(包括资本杠杆)的关键要素,并确定制定战略计划的框架。
  • 讨论您的战略,以便对业务线、目标客户群体、定价、核保、再保险等作出各项决策。

请预留大约 1.5 小时的时间为课程做准备(完成课前作业)

Wednesday, 16 June 2021
6 16 日星期三2021

Session 3     
Investments and asset-liability-matching

第 3 课          
投资和资产负债匹配

Focus on investment yields, duration and exposure mismatch, and identify the impact on capital used to cover market risk.

  • Take into account changing economic conditions for decision making.
  • Identify the effect of interest rates on assets and liabilities, and learn about the concepts of duration and DV01.
  • Understand the concept of risk budgeting

Please reserve about 1.5h to review the past session and prepare for the next. Group work may be involved. (pre work)

重点关注投资收益、期限和风险敞口不匹配等问题,并确定用来抵御市场风险的资本会产生哪些影响。

  • 作决策时要考虑的不断变化的经济条件。
  • 确定利率对资产和负债的影响,并了解期限和 DV01 概念。
  • 理解风险预算概念

请预留大约 1.5 小时来回顾上一节课程并为下一节做准备。可能涉及小组活动。(完成课前作业)

Thursday, 17 June 2021
2021
6 17 日星期四

Session 4     
Solvency and capital requirements

第 4 课          
偿付能力和资本要求

  • Introduction to the Solvency ratio, identify different sources of funding, and discuss the risk components of required capital.
  • Adjust your business and reinsurance decisions to meet your strategic goals.
  • Discuss different projects from big data to sustainability and from consumer experience to product innovation.
     
  • 介绍偿付能力比率,确定不同的资金来源,并讨论所需资本的风险构成。
  • 调整您的业务和再保险决策,以满足战略目标。
  • 讨论从大数据到可持续性,从消费者体验到产品创新的多个项目。

Friday, 18 June 2021
6 18 日星期五 2021

Session 5     
Impact of reinsurance and evaluating different capital management options

第 5 课          
再保险的影响和对不同资本管理方案的评估

  • Examine the capital structure, look at the impact of reinsurance and the capital relief, and discuss the cost of reinsurance and reinsurance leverage.
  • Hold an investor pitch and highlight reasons why investors should consider your company as a major investment.
  • Who will be the winner of the challenge?
     
  • 研究资本结构,了解再保险和资本宽减的影响,并讨论再保险和再保险杠杆的成本。
  • 举行融资推介,阐述投资者应该将您的公司视为主要投资对象的理由。
  • 谁将在这次保险管理挑战中获胜?

Contact information
联系信息

If you are interested in our virtual training course, please contact [email protected]
如果您对我们的云端培训课程感兴趣,请发送电子邮件至 [email protected]

Target group
目标群体

This course addresses participants from different areas across an insurance company, from underwriting, claims management, actuarial positions, finance, asset management, or business and product development. On occasion new Board of Directors members attend an IMS course to acquire a comprehensive view of insurance company operations.

Thanks to the versatility of IMS, programmes can be customized to suit a wide variety of groups and training scopes.

Seats are limited to allow for active exchange amongst participants. Please only register if you can make yourself available for the full duration of the course.

本课程面向来自保险公司不同部门的参与者,包括核保、理赔管理、精算、财务、资产管理或业务和产品开发。新的董事会成员也通过参加保险管理实务( IMS )课程,全面了解保险公司的运营情况。

由于保险管理实务( IMS )的多样性,可以为不同机构和团体定制培训方案。

为方便参加者充分交流,培训名额有限。请仅在您可以参加整个课程的情况下报名。

Requirements
要求

A solid understanding of a company's financial statements, as well as insurance areas such as underwriting, claims, accounting, actuarial, investment or marketing is required.

Good command of English expected.

Seats are limited to allow for active exchange amongst participants. Please only register if you can make yourself available for the full duration of the course.

需要对公司财务报表,以及核保、理赔、会计、精算、投资或营销等保险领域有深入的了解。
要求有良好的英语水平。

为了方便参会者充分交流,培训名额有限。请仅在您可以参加整个课程的情况下报名。

Tags

insurancesolutions insurance china customerexperience

Contact

Flavio Caspar

Client Programmes Manager

Swiss Re Institute

Flavio is part of the team responsible for developing and implementing Swiss Re Institute's Client Programmes. The Client Programmes provide exclusive training to selected Swiss Re clients, together with privileged access to the research materials of Swiss Re Institute. He is currently transitioning some of our Programmes into engaging and interactive virtual modules designed for maximum reach among our global participants.

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