List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Report findings | 1.1 Document relevant evidence, facts and information gathered during investigative activities, and prepare and promptly forward reports to all involved parties 1.2 Prepare reports thoroughly, accurately and in professional format according to client or organisational policy and guidelines, relevant legislation or codes of practice 1.3 Periodically update documented reports to accurately reflect current status of investigation and to identify range of options relating to investigation 1.4 Carry out cost–benefit analysis on various options identified and document in reports 1.5 Personally brief involved parties or provide opportunities to discuss reports as necessary |
2. Provide interim information and guidance to involved parties | 2.1 Inform involved parties accurately and thoroughly on aspects of security, loss prevention, risk and risk management strategies 2.2 Inform involved parties promptly and accurately on matters of loss mitigation and estimates of potential liability 2.3 Provide prompt information and guidance to clients and other parties on their legal position and potential to incur liabilities as result of loss, damage or injury 2.4 Base guidance provided on objective assessment of client needs and risk exposure factors |
3. Provide information and guidance regarding salvage and disposal to involved parties | 3.1 Identify and assess all cases for potential subrogation action 3.2 Identify and evaluate methods of salvage and disposal and potential returns from such, and inform clients on appropriate steps to preserve salvageable materials |
Evidence of the following must be provided:
prepare accurate reports on loss investigation and guidance regarding salvage or disposal to involved parties
follow loss adjusting practices and principles to determine liability
comply with security practices and principles in the collection and management of evidence for assessing claims
apply risk management and loss mitigation and minimisation practices.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
To complete the unit requirements safely and effectively, the individual must:
explain the key features of:
claims management processes
policy coverage and requirements
recovery processes
salvage and disposal methods
subrogation
types and categories of insurance policies
identify and describe the key features of:
insurance and contract law principles
loss adjusting principles and practice
relevant legislation and industry codes of practice
risk management and minimisation principles and techniques
explain the range of options available and to be considered in assessment of the insurance loss and claim.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance loss adjusting field of work and include access to:
organisational records
organisational policy, procedures, legislation and regulations as they relate to contracts of insurance
common office equipment, technology, software and consumables.
Assessors must satisfy NVR/AQTF assessor requirements.