Required skills

welldeveloped communication skills to

determine and confirm information using questioning and active listening as required

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to

perform calculations related to achieving required outcomes

use computer applications word processing spreadsheet database specific purpose computer systems to assist in achieving required outcomes

access and update records electronically

access webbased information services

literacy skills for policy interpretation and application and to read and interpret documentation from a variety of sources and record and consolidate relevant related information

research and analysis skills for accessing and interpreting relevant information

organisational skills including the ability to plan and sequence work

Required knowledge

relevant common law legal systems and procedures

organisation policy procedures guidelines and authorities

industry sector compliance requirements including the Australian Securities and Investments Commission ASIC and the Australian Prudential Regulation Authority APRA

industry sector product terms and conditions

regulatory body requirements

relevant medical terminology

underwriting guidelines

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

maintain awareness of situations requiring more extensive underwriting or assessment

apply clear understanding of superannuation beneficiary entitlements and conditions to be met and complied with

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment technology software and consumables

access to organisation records

access to organisational policies and procedures

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace projects and business simulations or scenarios

Guidance information for assessment

Product types may include:

Payment criteria may include:

Terms and conditions of the contract may be determined by:

Appropriate parties may include:

Documentation may include:

Consequences of processing the settlement may include:

Validation criteria means:

Termination may include:

Benefits payable could be affected by:

Payment methods may include: