Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

FNSILF406 Mapping and Delivery Guide
Collect and manage information to facilitate claims assessment

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSILF406 - Collect and manage information to facilitate claims assessment
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to collect, collate and manage information to verify, investigate and assess insurance claims.It applies to individuals who use specialised knowledge and organisational skills to effectively manage information.No licensing, legislative or certification requirements apply to this unit at the time of publication.
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 life insurance field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.
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
Elements of Competency Performance Criteria              
Element: Identify information needs
  • Review claim files and life insurance policy to identify payment criteria
  • Identify additional information needed as evidence for claims assessment
       
Element: Plan information collection
  • Identify appropriate sources of required proofs
  • Select and enact an appropriate information collection method
       
Element: Collect and manage information
  • Collect additional information from appropriate sources in accordance with procedures
  • Manage investigations in accordance with ethical and regulatory requirements
  • Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification
  • Organise information for clarity and accessibility in accordance with procedures
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify information needs

1.1 Review claim files and life insurance policy to identify payment criteria

1.2 Identify additional information needed as evidence for claims assessment

2. Plan information collection

2.1 Identify appropriate sources of required proofs

2.2 Select and enact an appropriate information collection method

3. Collect and manage information

3.1 Collect additional information from appropriate sources in accordance with procedures

3.2 Manage investigations in accordance with ethical and regulatory requirements

3.3 Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification

3.4 Organise information for clarity and accessibility in accordance with procedures

Evidence of the ability to:

gather information in a format suitable to facilitate assessment of claims

perform claims assessment tasks in accordance with relevant procedures and regulatory requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

outline life insurance administrative requirements relating to life insurance claims assessment

explain life insurance policy payment criteria

outline life insurance policy terms and conditions

outline organisational procedures relating to life insurance claims assessment

explain organisational systems for data entry and filing

explain product information

outline relevant regulatory requirements relating to life insurance claims assessment

outline potential areas in the claims process that may require detailed investigation.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify information needs

1.1 Review claim files and life insurance policy to identify payment criteria

1.2 Identify additional information needed as evidence for claims assessment

2. Plan information collection

2.1 Identify appropriate sources of required proofs

2.2 Select and enact an appropriate information collection method

3. Collect and manage information

3.1 Collect additional information from appropriate sources in accordance with procedures

3.2 Manage investigations in accordance with ethical and regulatory requirements

3.3 Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification

3.4 Organise information for clarity and accessibility in accordance with procedures

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Review claim files and life insurance policy to identify payment criteria 
Identify additional information needed as evidence for claims assessment 
Identify appropriate sources of required proofs 
Select and enact an appropriate information collection method 
Collect additional information from appropriate sources in accordance with procedures 
Manage investigations in accordance with ethical and regulatory requirements 
Consult appropriate personnel within organisation where investigations reveal need to escalate issues for clarification 
Organise information for clarity and accessibility in accordance with procedures 

Forms

Assessment Cover Sheet

FNSILF406 - Collect and manage information to facilitate claims assessment
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSILF406 - Collect and manage information to facilitate claims assessment

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: