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Center for Curriculum and Transfer Articulation
Automobile Insurance Policy Billing
Course: INS128

First Term: 2021 Fall
 Lec + Lab   2.0 Credit(s)   4.0 Period(s)   4.0 Load  
Subject Type: Occupational
Load Formula: T - Lab Load


Description: Customer service emphasis on automobile insurance policy billing procedures. Includes policy coverages, billing inquiries, and payment processing. Emphasis on navigating billing systems and utilizing billing resources and tools for the customer service representative.



MCCCD Official Course Competencies
1. Define automobile insurance billing terminology used by customer service representatives. (I)
2. Navigate database screens associated with customer billing inquires. (I-II)
3. Use the call flow model to assist with customer billing needs. (I-II)
4. Access customer billing statements to resolve customer policy concerns. (I-V)
5. Determine customer information that is considered personal and confidential and to whom it may be released. (II)
6. Explain electronic billing options available to auto insurance customers. (II)
7. Summarize payment procedures for different types of billing concerns. (IV)
8. Identify appropriate payment methods. (IV)
9. Analyze payment statements to address customer inquiries. (IV-V)
MCCCD Official Course Competencies must be coordinated with the content outline so that each major point in the outline serves one or more competencies. MCCCD faculty retains authority in determining the pedagogical approach, methodology, content sequencing, and assessment metrics for student work. Please see individual course syllabi for additional information, including specific course requirements.
 
MCCCD Official Course Outline
I. Automobile insurance billing
   A. Procedures
   B. Terminology
   C. Insurance policy coverages
   D. Database
      1. Screens
      2. Navigation
      3. PolicyPro
   E. Customer status
   F. Bill plan
      1. Overview
      2. Types
   G. Payments
   H. Call flow model
II. Billing inquiry procedures
   A. Customer verification
      1. Confidentiality
      2. Type of identification
   B. Resolution
   C. Documentation
   D. Follow-up
   E. Agent inquiry processing
III. Electronic billing concerns
   A. Fund transfer
   B. Billing option
   C. Customer enrollment procedures
   D. Billing restrictions
   E. Account service documentation
IV. Payment processing
   A. Billing statement
   B. Guidelines and policies
   C. Payment methods
   D. Overpayment
   E. Partial payment
   F. Endorsement billing issues
   G. Calculate payments
V. Workstation
   A. Activation procedures
      1. Network description
      2. Operating system identification
      3. Access profile considerations
   B. Basic computer operations
      1. Applications
      2. Screens
      3. Logging on/off
      4. Security/Passwords
   C. Intranet navigation
      1. Homepage review
      2. Archive location
      3. Resource information location
      4. Site feedback form location
 
MCCCD Governing Board Approval Date: April 27, 2021

All information published is subject to change without notice. Every effort has been made to ensure the accuracy of information presented, but based on the dynamic nature of the curricular process, course and program information is subject to change in order to reflect the most current information available.