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.
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Interpret documents and instructions | 1.1 Receive, understand and document written and oral instructions for a claim, using specialist terminology 1.2 Interpret accurately claims documentation containing specialist terminology 1.3 Use checklists and sources of information for specialist terminology in claims, where appropriate 1.4 Understand abbreviations for specialist terms and related processes associated with insurance claims 1.5 Seek clarification when necessary |
2. Use appropriate specialist terminology | 2.1 Use appropriate specialist terminology in both written and oral communication with internal and external parties related to claim 2.2 Use, spell and pronounce correctly specialist terminology related to insurance claims in appropriate context 2.3 Present claims documentation to designated person for verification, if required |
3. Apply specialist terminology | 3.1 Use specialist terminology correctly in completion of insurance claims tasks 3.2 Seek assistance or clarification from specialist representatives or designated person as required 3.3 Conduct all tasks within accepted organisational and ethical codes of conduct, including those relating to maintaining confidentiality, privacy and compliance |
4. Extend understanding of specialist terminology | 4.1 Identify and seek clarification of gaps in knowledge, such as relevant legislation, through appropriate source or person 4.2 Identify and use, where appropriate, abbreviations for commonly used specialist terms and associated processes for insurance claims 4.3 Answer questions or define terms relating to specialist terminology used in insurance |
Evidence of the ability to:
accurately interpret instructions containing commonly used specialist terminology and abbreviations
review and update knowledge of specialist terminology used in insurance
use specialist terminology in insurance appropriately for the situation
access an appropriate person or source of information to clarify instructions or to locate missing information
explain specialist terminology and processes to others in simple, non-specialist language with non-disclosable information remaining confidential
conduct all work within accepted organisational and ethical codes of conduct including those relating to maintaining confidentiality, privacy and compliance.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
To complete the unit requirements safely and effectively, the individual must:
explain legal, financial and ethical consequences of misusing terminology used in specialist insurance products
explain the importance of wording of insurance policies in keeping with the organisation or industry sector
outline organisational policy, procedures, underwriting and claims guidelines and levels of authority
describe policy coverage and/or requirements and procedures in relation to communication and the release of information, security and confidentiality
identify and apply relevant legislation, regulatory guidelines and industry sector codes of practice
outline types and/or categories of specialist insurance policies
explain relevant legal terminology:
insurance law
commonly used legal terminology in insurance
appropriate use of legal terminology in employee’s area of responsibility within an insurance context
relevant legal process as it relates to insurance and/or legal claims proceedings
explain relevant terminology relating to medical conditions used in medical insurance.
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance services field of work and include access to:
organisational records
organisational policy, procedures, legislation and regulations as they relate to contracts of insurance
a range of common technology and software.
Assessors must satisfy NVR/AQTF assessor requirements.