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?
Establish the requirements of legal proceedings for an insurance claim
|
|
Comprehensive terms of reference or instructions relevant to the legal proceedings for the non-routine and complex claim are established Completed |
Evidence:
|
Terms of reference are checked to ensure they are within organisation and legislative guidelines, codes of practice and personal authorities and are clearly documented Completed |
Evidence:
|
Roles and responsibilities of all parties involved in the legal proceedings for the claim are negotiated, confirmed and documented Completed |
Evidence:
|
Requirements and procedures of legal systems involved in the claim proceedings, including domestic and/or other relevant countries, are clarified Completed |
Evidence:
|
Provide relevant claims information to the legal team
|
|
Legal team representatives are identified and information requirements confirmed Completed |
Evidence:
|
Options for obtaining the legal data/information are discussed and sources of legal data/information are identified Completed |
Evidence:
|
Facts, evidence and information relevant to claims proceedings, is collected thoroughly, systematically and accurately Completed |
Evidence:
|
Historical data is researched, as required Completed |
Evidence:
|
Legal data/information is analysed for relevance Completed |
Evidence:
|
Information deficiencies are identified and additional information is sought from appropriate sources Completed |
Evidence:
|
Legal data and information is provided to legal team in compliance with organisation policies and procedures, compliance, ethical and legal requirements and within required timeframes and authorities Completed |
Evidence:
|
Support the legal process from a claims/underwriting perspective
|
|
Instructions for and receipt of legal advice pertaining to the claim occurs as required Completed |
Evidence:
|
Liaison with legal team, doctors or other relevant parties occurs as required to expedite insurance claim resolution Completed |
Evidence:
|
Documents passed as part of the legal proceedings comply with organisation, regulatory and legislative considerations Completed |
Evidence:
|
Timelines are negotiated for provision of relevant documents to the legal team and adhered to Completed |
Evidence:
|
Insurers manage matter before the court in a matter that achieves the best and most expeditious resolution at minimum cost Completed |
Evidence:
|
All appropriate methods within organisation, legislative, codes of practice or other guidelines are employed to clarify conflicting evidence or information Completed |
Evidence:
|
All actions, procedures and outcomes in supporting the legal team are documented and recorded promptly Completed |
Evidence:
|
Participate in settlement arrangements
|
|
Participation in mediation and negotiation activities occurs, as required Completed |
Evidence:
|
Meeting is arranged with instructing legal practitioner to discuss settlement meeting and to review settlement documents Completed |
Evidence:
|
Settlement meeting is attended at prescribed venue Completed |
Evidence:
|
Documentation is checked to ensure it is correct Completed |
Evidence:
|
Documentation is exchanged with the appropriate parties Completed |
Evidence:
|
Letter of confirmation of settlement is drafted, forwarded to instructing legal practitioner for review and despatched to relevant parties Completed |
Evidence:
|
Relevant documents are registered/lodged/recorded as appropriate Completed |
Evidence:
|
Stakeholders are informed of outcome Completed |
Evidence:
|
Report outcomes and update records
|
|
Actions, procedures and outcomes are documented and recorded promptly and accurately according to organisation policy and legislative requirements and codes of practice, as applicable Completed |
Evidence:
|
Stakeholders are provided with accurate and timely advice regarding the claim settlement Completed |
Evidence:
|