This qualification reflects the job roles of employees in general insurance and may meet ASIC requirements for Tier 2 general insurance through selected electives. Possible work functions may include:
processing and issuing policies
processing and settling claims
responding to customer enquiries and maintaining customer database.
Subjects
Packaging Rules
13 units must be achieved.
5 core units
plus8 elective units
selecting the identified elective unit/s * could meet ASIC accreditation requirements for providing financial product advice. Conditions relating to ASIC accreditation should be obtained from ASIC
A maximum of 3 elective units must be selected from Group B, the remaining elective units can be selected from Group A, B or C
A maximum of 2 electives may be selected from units aligned to Certificate III qualifications in any endorsed Training Package or accredited course
A maximum of 2 electives may be selected from units aligned to Certificate IV qualifications in any endorsed Training Package or accredited course
Elective units must be relevant to the work outcomes, local industry requirements and the qualification level.
Units selected from other Training Packages or accredited courses must not duplicate units selected from or available within the FNS10 Financial Services or BSB07 Business Services Training Packages.
Core units of competency:
BSBOHS303B Contribute to OHS hazard identification and risk assessment
FNSSAM301A Identify opportunities for cross-selling products and services
FNSIAD301A Provide general advice on financial products and services
Pathways...
Qualification Pathway
The primary pathway from this qualification is employment in a range of environments including:
administration
handling claims
providing customer service at a branch, by telephone, teleclaims or online
This qualification is suited to an Australian Apprenticeship pathway.
A further learning pathway utilising qualifications such as FNS41410 Certificate IV in General Insurance or a specialist insurance qualification would support career progression.
Entry Requirements
Not applicable.
Licensing Information
Not applicable.
Employability Skills
QUALIFICATION SUMMARY
Employability Skill
Industry/enterprise requirements for this qualification include:
Communication
conducting research to collect and analyse information and present in report form
having the ability to question, clarify and evaluate information
investigating and negotiating to resolve disputes
liaising with internal and external personnel with an ability to 'read' verbal and non-verbal body language
using a range of techniques and sales skills to elicit feedback from customers
using specialist language in written and oral communication
writing in a range of styles to suit different audiences
Teamwork
receiving feedback on performance
referring matters to nominated person as required
working as a member of a team and applying knowledge of one's own role to achieve team goals
Problem Solving
collecting, comparing and contrasting data in order to create reports
investigating skills to provide information to assist with the determination of entitlements for persons where estates are to be finalised
using problem solving tools and techniques to balance and reconcile amounts
Initiative and Enterprise
contributing to solutions to workplace challenges
contributing to the designing and preparation of reports to effectively present workplace information
identifying cross-selling opportunities
Planning and Organising
contributing to the planning process by researching and validating information relating to estates
planning work considering resources, time and other constraints
processing routine documents and maintaining files, managing information, and scheduling and coordinating competing tasks
undertaking contingency planning and risk management to meet client needs within area of responsibility
Self-management
managing own time and priorities and dealing with contingencies
operating within codes of ethics, codes of professional conduct, legislation and regulations
taking responsibility as required by work role and ensuring all organisational policies and procedures are followed
Learning
acquiring and applying knowledge of services and organisational policies and procedures
asking questions to clarify instructions
seeking advice on technical issues
using online help and manuals to solve basic technology problems
Technology
using electronic communication devices and processes such as internet software packages and email, to produce written correspondence and reports
using technology to assist the management of information and to assist the planning process