Elements and Performance Criteria
- Deal with initial client enquiry for general insurance
- Use appropriate communication skills to clarify if client’s product enquiry falls within general advice category according to legislative and organisational requirements
- Assist client to accurately complete necessary initial documentation
- Provide clear information to client on regulatory restrictions applying to provision of general insurance product advice
- Refer client to appropriate personnel within brokerage where required advice is deemed to fall outside category of general advice
- Prepare general advice to client
- Provide general advice
- Deliver general advice to client according to regulatory restrictions and organisational policy and procedures
- Provide client with information on available insurance products and insurance market using relevant documentation
- Demonstrate appropriate product and industry knowledge when providing general advice to client