| 當期課號 |
7598 |
Course Number |
7598 |
| 授課教師 |
蘇文斌 |
Instructor |
SU,WEN PIN |
| 中文課名 |
保險業務經營專題研究 |
Course Name |
Special Topics of Insurance Company Operations |
| 開課單位 |
保險金融管理系碩士在職專班一A |
Department |
|
| 修習別 |
選修 |
Required/Elective |
Elective |
| 學分數 |
3 |
Credits |
3 |
| 課程目標 |
透過本課程,將有助於瞭解保險業務經營的原則、目標、方法及不同環境下應變的思維。 |
Objectives |
After studying this class, the students should be able to:
1.understand the rate-making function of insurers;
2.understand the steps in the underwriting process;
3.describe the dales and marketing activities of insurers;
4.describe the steps in the process of settling a claims;
5.understand the importance of insurance company investments and identify the various types of investments of insurers. |
| 教材 |
自編講義 |
Teaching Materials |
From edits the printed lecture |
| 成績評量方式 |
1.期中考：30﹪ 2.期末考：40﹪ 3.平常討論：30﹪ |
Grading |
1.Midterm：30﹪ 2.Final report：40﹪ 3.Discuss：30﹪ |
| 教師網頁 |
|
| 教學內容 |
授課內容從保險業實務研討展開，從產品設計、展業行銷、行政管理、投資等保險四大支柱談起，再藉由實務的專題研討，使同學在壽險經營方面除理論的了解外，更深一層了解保險經營之內涵，同時讓同學對保險經營之相關問題能獨立思考、判斷。 |
Syllabus |
First: Introduce the major department of life insurance company, including actuarial, marketing, administration and investment. Second: Introduce the variable life or annuity product, accounting principle, new marketing channel, Risk Basic Capital system |