The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Respond to client enquiries for broking services
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Establish relationship with client and identify nature of broking services required to satisfy enquiry Completed |
Evidence:
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Clarify information and research activities required to prepare appropriate and timely response Completed |
Evidence:
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Determine relevant legislative and organisational requirements to be met in dealing with enquiry Completed |
Evidence:
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Collect and process information and prepare response Completed |
Evidence:
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Communicate information to client in suitable format that minimises need for follow up action Completed |
Evidence:
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Update organisational records to satisfy organisational policy and guidelines Completed |
Evidence:
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Provide insurance program for broking client
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Determine client’s insurance needs by undertaking assessment of client’s objectives and current risk situation Completed |
Evidence:
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Identify changes to client’s current insurance program by thorough analysis of information collected and discussions with client Completed |
Evidence:
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Negotiate with insurers as required to obtain terms for renewal and change of client’s insurances as required Completed |
Evidence:
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Communicate outcomes of negotiations and detailed information on options available to client Completed |
Evidence:
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Make recommendations to client and obtain client instructions to enable precise actions to be taken Completed |
Evidence:
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Place client insurances and confirm cover with client
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Notify details of cover required to insurers and obtain confirmation of interim cover in response to client instructions Completed |
Evidence:
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Check interim cover for accuracy and completeness, and confirm with client Completed |
Evidence:
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Complete required documentation accurately, and confirm premiums and statutory imposts prior to issuing instructions for completion of cover to insurer Completed |
Evidence:
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Check insurer’s documentation for omissions and errors prior to making record of confirmed insurance cover Completed |
Evidence:
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Remit premiums to insurers in accordance with organisational guidelines and legislative requirements Completed |
Evidence:
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Update relevant files and records Completed |
Evidence:
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Provide a claims service to broking client
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Register client’s claim in accordance with organisational guidelines Completed |
Evidence:
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Advise insurers and obtain necessary claims documentation Completed |
Evidence:
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Provide assistance to clients to provide accurate and complete information on claims documentation when required Completed |
Evidence:
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Request reinstatement of sum insured from insurer where required and advise client of reinstatement Completed |
Evidence:
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Review terms and conditions of policy and advise clients of claims administration process and their legislative rights and obligations Completed |
Evidence:
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Assist client to appoint independent claims service providers where required Completed |
Evidence:
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Maintain contact with all insurer and independent service providers to ensure reports and issues dealt with promptly Completed |
Evidence:
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Notify client of insurer’s terms of settlement and provide recommendations for client review Completed |
Evidence:
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Remit settlement funds to client according to organisational procedures, and update files and records promptly Completed |
Evidence:
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Provide ongoing services where requested by client
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Respond to client requests in line with organisational service standards to maximise business retention Completed |
Evidence:
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Offer additional benefits to clients based on review of client information and external conditions Completed |
Evidence:
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