The Certified Insurance Operations Professional/Manager (CIOP)™/(CIOM)™ certification program is a prestigious and globally recognized qualification designed for professionals who aim to excel in the operational management of the insurance sector. In a highly competitive and regulated industry, operational efficiency, compliance, and customer experience are critical to business success. This program equips participants with advanced expertise in policy administration, claims processing, underwriting support, regulatory compliance, and operational risk management, enabling them to streamline processes, reduce costs, and deliver exceptional service.
Insurance operations involve a wide range of interconnected functions, from policy issuance and renewals to claims adjudication, fraud detection, and reinsurance processing. Participants will explore best practices for process standardization, digital transformation, data analytics, and workflow automation, while aligning with industry regulations and governance standards. The curriculum emphasizes efficiency, scalability, and a customer-first approach to ensure sustainable growth and competitive advantage.
Whether working in life, health, general, or specialty insurance, graduates of the CIOP™/CIOM™ program will be prepared to manage operational improvements, lead cross-functional teams, and adapt to evolving market and regulatory demands.
Certification Program Objectives:
Upon completing the Certified Insurance Operations Professional/Manager (CIOP)™/(CIOM)™ program, participants will be able to:
- Understand Comprehensive Insurance Operations – Gain in-depth knowledge of end-to-end operational processes in insurance.
- Optimize Policy and Claims Workflows – Implement efficient processes for speed, accuracy, and compliance.
- Leverage Technology and Digital Tools – Integrate automation, analytics, and digital platforms to improve service delivery.
- Enhance Compliance and Risk Management – Ensure operational alignment with regulatory and governance standards.
- Improve Customer Experience – Develop processes that enhance policyholder satisfaction and retention.
- Drive Continuous Improvement – Apply industry best practices to achieve operational excellence.
Certification Eligibility Criteria:
To apply for certification from The Operations Management Institute (OMI), candidates must meet the following criteria:
- A Bachelor’s degree from a recognized institution
And/or
- 0–4.9 years relevant experience for Professional level (CIOP)™, or 5+ years for Manager level (CIOM)™.
Note: Applicants who do not hold a Bachelor’s degree but possess exceptional professional experience and hold significant positions within their organizations in a relevant field may also be considered for certification on a case-by-case basis, subject to the approval of the OMI evaluation committee.
Certifying Examination:
- To be certified as CIOP™/CIOM™, student should take up a 1.5 hours online exam conducted by OMI.
- The qualifying exam would consist of 50 multiple choice questions, testing core certification modules.
- Professionals with relevant experience and other qualifying criteria may be exempted from the examination.
Certification Modules:
- Module 1: Fundamentals of Insurance Operations and Industry Structure
- Module 2: Policy Administration, Underwriting Support, and Servicing
- Module 3: Claims Processing, Fraud Management, and Reinsurance Operations
- Module 4: Compliance, Risk Management, and Regulatory Requirements
- Module 5: Technology, Automation, and Digital Transformation in Insurance Operations
- Module 6: Performance Management, Customer Experience, and Operational Excellence
* The Certification Title and its modules are regularly reviewed, updated and may change in alignment with evolving industry needs and regulatory standards.
Who Should Do This Certification:
The CIOP™/CIOM™ certification is ideal for professionals working in, or aspiring to join, insurance operations, including:
- Insurance Operations Managers – Overseeing end-to-end operational processes.
- Underwriting and Policy Administration Specialists – Managing policy lifecycle activities.
- Claims Managers and Adjusters – Ensuring timely and accurate claims handling.
- Risk and Compliance Officers – Overseeing adherence to regulatory requirements.
- Process Improvement Specialists – Driving efficiency and quality in insurance workflows.
- Consultants and Advisors – Providing strategic and operational solutions to insurers.
Key Benefits of CFSSOP / CFSSOM Certification:
- Professional Recognition – Establishes your credentials as an expert in insurance operations.
- Career Growth – Prepares you for senior roles in insurance process management and compliance.
- Global Relevance – Skills applicable across multiple insurance segments and markets.
- Practical Learning – Insights into real-world insurance operations challenges and solutions.
- Professional Network – Join a global community of insurance and operations professionals.
- Measurable Impact – Improve operational efficiency, reduce costs, and enhance service delivery.
- Best Practice Alignment – Based on internationally recognized insurance operations standards.
The CIOP™/CIOM™ certification empowers professionals to lead and innovate in the operational management of insurance services. Whether your goal is to drive efficiency, strengthen compliance, or elevate customer experience, this program provides the knowledge and tools to succeed.
