Free learning pathL0–L4

Insurance industry orientation

Build the foundations, methods and work samples used in insurance industry orientation roles.

Industry orientation; add function-specific preparation after choosing a role.

Practice setWork-sample template

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Underwriting, claims, actuarial and salesRequired

    Independently: Compare four functions and choose one for further exploration.

  4. Risk transfer and coverRequired

    Independently: Distinguish insured events, cover, exclusions and limits.

L2

Develop core skills

  1. Premiums and claimsRequired

    Independently: Compare fictional premiums and claims without claiming real pricing.

  2. Read terms and recordsRequired

    Independently: Identify definitions and limits in public educational material.

  3. Underwriting and claims flowRequired

    Independently: Map evidence collection, assessment, decision and communication.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. Communication and requirementsRequired

    Independently: Separate product explanation, personal advice and role eligibility.

  3. Choose a role and next stepsOptional

    Independently: Compare two function-specific role descriptions and list skill gaps.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. Fictional premiums 100, claims 60, expenses 25. Difference?
2. What comes first when reading an insurance vacancy?
3. After the communication and requirements task, state one assumption, one supporting fact and one condition that would change your conclusion.

Insurance role exploration and skills gap

For this insurance role exploration and skills gap, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this insurance role exploration and skills gap.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist