Elements and Performance Criteria
- Establish relationship with client
- A range of communication and interpersonal skills are used to the knowledge level of client
- Enquiries are responded to by explaining the range of general insurance products and services available and their relevant fees and charging methodology
- Client is informed of the role of the adviser and the licensee/principal responsible for the adviser's conduct
- Client is informed of the procedures for complaints handling
- Identify client objectives and risk situation
- Analyse client risk information
- Identify appropriate risk solution
- Present appropriate solutions to client
- Negotiate effectively
- Coordinate implementation of the agreed solution
- Complete and maintain necessary documentation
- Provide ongoing service where requested by client