Assessor Resource

FNSPIM503
Represent personal injury management agent or insurer at conciliation and review hearings

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to represent personal injury management agents or insurers at formal or informal conciliation and review hearings. It encompasses application of relevant State or Territory legislative requirements in relation to personal injury management, knowledge of organisation policies and procedures and external conciliation processes.

It applies to individuals who have well developed skills and a broad knowledge base of the sector, services and organisation and take responsibility for case and/or technical management.

Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

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. Prepare for hearings of disputes

1.1 Examine collated information prepared for the conciliation or review hearing and identify if there are any omissions or if new or additional information is needed

1.2 Ensure all documentation for relevant parties is accurate and provided in the correct format and in a timely manner

1.3 Participate in a briefing from relevant personnel to ensure all aspects of the case have been covered prior to the reconciliation or review hearing

2. Present cases at conciliation conferences

2.1 Complete appropriate forms in accordance with conciliation office requirements and refer to the conciliation office

2.2 Arrange informal or formal conciliation conference to bring the parties to agreement and reach conciliation

2.3 Provide formal notification documenting the outcome of conciliation, including any disputes to all relevant parties

3. Present case in court, tribunal or review hearings

3.1 Provide courts with all relevant documentation prior to pre-hearing conference

3.2 Ensure insurers manage matter before the court or tribunal in a manner that achieves the best and most expeditious resolution at minimum cost

Evidence of the ability to:

interpret and comply with industry and organisational obligations and objectives

negotiate effectively on behalf of the organisation and build client relationships

effectively prepare for and represent the agent's or insurer's interests at review hearings.

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:

outline the relevant parties in the personal injury management sector

describe the key features and steps in conciliation, and review hearing procedures and requirements

outline the critical features of common law, legal systems and procedures, and relevant Acts relating to conciliation and review hearings

outline the key organisational policy, procedures, underwriting guidelines and authorities

analyse and interpret industry and organisational policy wording

describe the key industry compliance requirements

identify the key features and uses of relevant information communications and technology

compare and contrast risk prevention methods and application.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare for hearings of disputes

1.1 Examine collated information prepared for the conciliation or review hearing and identify if there are any omissions or if new or additional information is needed

1.2 Ensure all documentation for relevant parties is accurate and provided in the correct format and in a timely manner

1.3 Participate in a briefing from relevant personnel to ensure all aspects of the case have been covered prior to the reconciliation or review hearing

2. Present cases at conciliation conferences

2.1 Complete appropriate forms in accordance with conciliation office requirements and refer to the conciliation office

2.2 Arrange informal or formal conciliation conference to bring the parties to agreement and reach conciliation

2.3 Provide formal notification documenting the outcome of conciliation, including any disputes to all relevant parties

3. Present case in court, tribunal or review hearings

3.1 Provide courts with all relevant documentation prior to pre-hearing conference

3.2 Ensure insurers manage matter before the court or tribunal in a manner that achieves the best and most expeditious resolution at minimum cost

Evidence of the ability to:

interpret and comply with industry and organisational obligations and objectives

negotiate effectively on behalf of the organisation and build client relationships

effectively prepare for and represent the agent's or insurer's interests at review hearings.

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:

outline the relevant parties in the personal injury management sector

describe the key features and steps in conciliation, and review hearing procedures and requirements

outline the critical features of common law, legal systems and procedures, and relevant Acts relating to conciliation and review hearings

outline the key organisational policy, procedures, underwriting guidelines and authorities

analyse and interpret industry and organisational policy wording

describe the key industry compliance requirements

identify the key features and uses of relevant information communications and technology

compare and contrast risk prevention methods and application.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal injury management field of work and include access to:

office equipment, technology, software and consumables

organisational records, policy and procedures.

Assessors must satisfy NVR/AQTF assessor requirements.
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

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Examine collated information prepared for the conciliation or review hearing and identify if there are any omissions or if new or additional information is needed 
Ensure all documentation for relevant parties is accurate and provided in the correct format and in a timely manner 
Participate in a briefing from relevant personnel to ensure all aspects of the case have been covered prior to the reconciliation or review hearing 
Complete appropriate forms in accordance with conciliation office requirements and refer to the conciliation office 
Arrange informal or formal conciliation conference to bring the parties to agreement and reach conciliation 
Provide formal notification documenting the outcome of conciliation, including any disputes to all relevant parties 
Provide courts with all relevant documentation prior to pre-hearing conference 
Ensure insurers manage matter before the court or tribunal in a manner that achieves the best and most expeditious resolution at minimum cost 

Forms

Assessment Cover Sheet

FNSPIM503 - Represent personal injury management agent or insurer at conciliation and review hearings
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSPIM503 - Represent personal injury management agent or insurer at conciliation and review hearings

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: