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.
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
provide a claims service to at least two different insurance broking clients.
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
legislative compliance requirements and codes of practice relating to adviser dealing with client claims
organisational policies and procedures, including for:
establishing client insurance requirements and covers
notifying insurer of claims-related information
assisting client in completing required documentation and declarations
using brokerage claims systems and procedures
finalising client documentation and declarations
engaging external service providers
remitting funds
responsibilities of adviser in claims process
processes for analysing insurance contract terms and conditions in relation to claims process and administering claims
key components of broking claim systems and claim documentation
common terms and conditions in brokerage insurance policies.
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
organisational equipment, technology, software and consumables
organisational records
organisational policies and procedures.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.