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:
liaise and share information with others
gather and check information
IT skills to:
use computer applications (word processing, spreadsheet, database, specific purpose computer systems)
access and update records electronically
access web-based information services
numeracy skills to:
interpret numeric data and relevant statistics relative to claims and prudential risk
undertake trend analysis
perform portfolio analysis
organisational skills to efficiently plan and sequence work
reading skills to:
read and understand relevant procedures
read and understand reports and statistics
research and analysis skills to:
identify and interpret relevant information
analyse information and data
interpret statistics
writing skills to:
accurately record information
appropriately reference source documents including policy definitions and submitted evidentiary documents
prepare reports
draft policy documents.
Required knowledge
claims policies and procedures
data analysis techniques
industry trends in insurance prudential risk management
portfolio management techniques in insurance prudential risk management
design and practice in data collection.
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.
Sources of information may include: | reports on claims declinature claims inter-disciplinary rehabilitation (IDR) referrals claim statistic reports previous policies and historical documents premium income claims settlement costs loss ratios claims frequency surveys. |
Claims reports may include: | loss ratios claims settlement costs claims frequencies. |
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