Documentation & Claims Management Executive Apprenticeship Course Syllabus

Course Title

Documentation & Claims Management Executive Apprenticeship Course

Course Code

DCM101

Description

This course, under the Apprenticeship Training Scheme (ATS), provides comprehensive training for documentation and claims management executives, focusing on preparing accurate documentation and managing claims processes in logistics, insurance, and related sectors. Apprentices will gain hands-on experience in handling shipping documents, processing insurance claims, and coordinating with stakeholders, preparing them for roles in logistics, insurance, and freight forwarding. The course aligns with the National Apprenticeship Promotion Scheme (NAPS) and complies with the Apprentices Act, 1961.

Objectives

• Prepare and manage accurate documentation for logistics and insurance processes.
• Process and manage claims efficiently, ensuring timely resolution and compliance.
• Coordinate with clients, insurers, and logistics providers to facilitate claims and documentation.
• Use relevant software to track documentation and claims, maintaining data accuracy.

Schedule

The course spans 8 weeks, combining basic training and on-the-job practical training as per ATS guidelines. Each week focuses on specific skills essential for documentation and claims management executives. Below is the detailed breakdown:

Week 1: Introduction to Documentation and Claims Management

Overview of documentation and claims roles, workplace safety, and introduction to logistics and insurance processes under ATS.

Week 2: Documentation for Logistics

Preparing key documents like bills of lading, invoices, packing lists, and certificates of origin for shipments.

Week 3: Claims Management Fundamentals

Understanding claims processes, including filing, documentation, and liaising with insurers for loss or damage claims.

Week 4: Regulatory Compliance

Learning customs regulations, insurance policies, and compliance with Indian and international trade standards.

Week 5: Software for Documentation and Claims

Using tools like ERP systems, CRM software, and insurance platforms for document management and claims tracking.

Week 6: Stakeholder Coordination

Coordinating with clients, insurance adjusters, and logistics teams to resolve claims and ensure document accuracy.

Week 7: Quality Control and Reporting

Verifying document accuracy, preparing claims reports, and ensuring compliance with organizational standards.

Week 8: Final Project and Assessment

Completion of a comprehensive documentation and claims management project and preparation for the All India Trade Test (AITT) under NCVT.

Assessment Methods

Apprentice performance is evaluated through a combination of practical, theoretical, and participatory components, preparing them for the National Apprenticeship Certificate (NAC):

• Weekly Assignments: 40%
• Midterm Project: 20%
• Final Project: 30%
• Participation and Attendance: 10%

Instructor

Prof. Meera Kapoor

Language

Available in: English

Status

Published

Additional Notes

Apprentices must be at least 14 years old and meet the minimum educational qualification (typically 12th grade passed or equivalent, preferably with a commerce or logistics background, as per trade requirements). The course includes basic training (20-25% of the program) and on-the-job training, with a stipend provided as per NAPS guidelines (e.g., Rs. 7700 per month for one-year ITI trade passed apprentices, as per Gazette notification dated 25th September 2019). Successful completion leads to the National Apprenticeship Certificate (NAC) upon passing the All India Trade Test (AITT), recognized for employment in government and private sectors. The training emphasizes accuracy in documentation and efficiency in claims processing, critical for supporting logistics and insurance operations.