朝陽科技大學 099學年度第2學期教學大綱
Underwriting and Claim Settlement 人壽保險核保理賠實務

當期課號 1249 Course Number 1249
授課教師 張元昌 Instructor ,
中文課名 人壽保險核保理賠實務 Course Name Underwriting and Claim Settlement
開課單位 保險金融管理系(四日)三A Department  
修習別 選修 Required/Elective Elective
學分數 2 Credits 2
課程目標 1. 透過課程中核保及理賠實務之介紹,使學生學習相關知識
2. 使學生能熟悉核保及理賠實務之操作及運用
3. 使學生具保險金融從業人員之專業態度
4. 可做為學生未來參加核保人和理賠人資格考試之基礎
Objectives 1. Introduction of underwriting and claim settlement practice enables students to learning knowledge.
2. Enabling studentsto be familiar with operation and application of underwriting and claim settlement practice.
3. Enabling students to have professional attitudes in insurance and finance industry.
4. Serving as students‘s foundation to take examination of underwriter and claim settlement personnel qualificaiton.
教材 1.自編教材
2.個人壽險核保概論(作者:呂廣盛)
3.一年期以下健康保險核保理賠訓練教材(財團法人保險事業發展中心)
Teaching Materials 1.Teaching material byself
2.Underwriting train material of life insurance
3.Health insurance underwriting and claim train teaching material
成績評量方式 平時成績:30%
期中考:30%
期末考:40%
Grading Ordinary record:30%
Mid test:30%
Fin test 30%
教師網頁  
教學內容 CH1:危險選擇的意義及目的與過程
CH2:人壽保險核保與實務分析
CH3:健康保險核保與實務分析
CH4:年金保險核保與實務分析
CH5:人壽保險理賠與實務分析
CH6:健康保險核保與實務分析
CK7:年金保險核保與實務分析
Syllabus CH1:The meaning andpurpose and course of risk selection
CH2:The underwriting of life insurance and example of case
CH3:The underwriting of health insurance and example of case
CH4:The underwriting of annuity insurance and example of case
CH5:The claim of life insurance and example of case
CH6:The claim of health insurance and example of case
CH7:The claim of life annuity and example of case
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