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 proposals and supporting documentation
writing skills to:
accurately record information
prepare professional letters and emails
prepare life insurance proposals
organisational skills to efficiently plan and sequence work
problem solving skills to address errors in life insurance documentation.
Required knowledge
life insurance terms and conditions
organisational procedures
organisational systems for data entry, filing and document registration
product information
relevant regulatory requirements
underwriting instructions.
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.
Underwriting instructions may include: | accept at below standard cover accept at standard cover decline defer |
Procedures may include: | complaints handling processes customer service charter guidelines general operational policies privacy and confidentiality guidelines |
Relevant parties may include: | client adviser internal stakeholders |
Relevant information may include: | premium rates underwriting instructions |
Regulatory requirements may include: | Australian Securities and Investments Commission (ASIC) regulatory guides life insurance legislation privacy legislation |
Dispatch methods may include: | courier electronic transfer facsimile personal collection postal system through adviser |
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