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.
Required skills
communication skills to:
use questioning and active listening to gather and check information
liaise and share information with others
communicate appropriately with people from diverse backgrounds
numeracy skills to:
interpret numeric data and relevant statistics and from this perform calculations related to achieving required outcomes
IT skills to:
use computer applications (word processing, spreadsheet, database, specific purpose computer systems)
access and update records electronically
access web-based information services
reading skills to:
read and understand relevant procedures
read and interpret applications and supporting documentation
writing skills to:
accurately record information
prepare professional letters and emails
organisational skills to efficiently plan and sequence work
problem solving skills to address inaccuracies and omissions in applications
analytical skills to effectively analyse information and data.
Required knowledge
life insurance terms and conditions
organisational procedures
organisational systems for data entry, filing and document registration
product information
relevant regulatory requirements.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Documentationmay include: | birth records health records marriage records other records required for application product disclosure statement (PDS) product documentation |
Information sourcesmay include: | adviser client or client agent government records law enforcement agencies medical or related professionals |
Appropriate systemsmay include: | document management system policy administration system |
Appropriate authority may include: | manager other levels of management supervisor |
Internal stakeholders may include: | chief medical officers claims departments new business team other relevant business teams senior underwriters underwriters |
Procedures may include: | complaints handling processes customer service charter guidelines general operational policies privacy and confidentiality guidelines |
Relevant partiesmay include: | adviser client internal stakeholders |
Regulatory requirements may include: | Australian Securities and Investments Commission (ASIC) regulatory guides life insurance legislation privacy legislation |
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