Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIBK406 Mapping and Delivery Guide
Deliver professional insurance broking services
Version 1.0
Issue Date: June 2024
Qualification | - |
Unit of Competency | FNSIBK406 - Deliver professional insurance broking services |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to deliver all aspects of the insurance broking service to clients. It includes dealing with the initial enquiry for insurance broking services, identifying and implementing an appropriate insurance program, dealing with a client’s insurance claim and providing follow up services.It applies to individuals who use high level communication and clerical skills to provide broking assistance and a range of client services, including risk advice that requires specialist knowledge. Individuals may work in small or large brokerage organisations dealing with retail and/or commercial clients.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance broking field of work and include access to: common office equipment, technology, software and consumables organisational records organisational policy and procedures and documents. Assessors must satisfy NVR/AQTF assessor requirements. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Respond to client enquiries for broking services |
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Element: Provide insurance program for broking client |
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Element: Place client insurances and confirm cover with client |
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Element: Provide a claims service to broking client |
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Element: Provide ongoing services where requested by client |
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