Assessor Resource
FNSIBK413
Place client insurances with insurer and confirm insurance cover with clients
Assessment tool
Version 1.0
Issue Date: May 2024
This unit describes the skills and knowledge required to complete an agreed insurance transaction by following the required processes to place and confirm a client’s insurance with an insurer.
The unit applies to those with well-developed communication and administrative skills who provide broking assistance. Individuals may work in small or large brokerage organisations dealing with retail and commercial clients.
Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)