Assessor Resource

FNSSUP512
Manage insurer liaison within a superannuation organisation

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to manage liaison with insurance bodies. It involves establishing insurer liaison, supervising the claim procedures, managing complex claims and managing risk.

The unit applies to those working in superannuation organisations who use analytical skills and systematic approaches to liaise with insurance bodies and oversee specific organisational processes.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage insurer liaison on at least three occasions.

In the course of the above, the candidate must:

maintain documentation systems for insurance claims

identify, source and interpret required information to process benefits for lump sum payments, death claims and disablement claims.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies, procedures, objectives and guidelines relating to insurance arrangements and performance measures, including for:

calculating and processing benefits

assessing insurance claims, and calculating and processing benefit payments

documentation requirements for processing death and disability payments

applying regulations and legislation to payments

key steps in internal and external complaints processes in superannuation

compliance responsibilities for claims processing

tendering processes

organisation’s risk management strategies.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational equipment, technology, software and consumables

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage insurer liaison on at least three occasions.

In the course of the above, the candidate must:

maintain documentation systems for insurance claims

identify, source and interpret required information to process benefits for lump sum payments, death claims and disablement claims.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

organisational policies, procedures, objectives and guidelines relating to insurance arrangements and performance measures, including for:

calculating and processing benefits

assessing insurance claims, and calculating and processing benefit payments

documentation requirements for processing death and disability payments

applying regulations and legislation to payments

key steps in internal and external complaints processes in superannuation

compliance responsibilities for claims processing

tendering processes

organisation’s risk management strategies.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational equipment, technology, software and consumables

organisational policies and procedures.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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
Identify organisational procedures for insurance arrangements 
Determine insurance performance measures 
Establish contact with insurer and maintain liaison 
Determine insurance premium payment details 
Establish procedures for processing claims 
Obtain paperwork required to undertake insurer liaison activities 
Provide insurer with information to maintain member records 
Assess risk profile of member with insurer 
Undertake procedures to reduce risk according to organisational policies and procedures 
Assess claims documentation and generate reports for trustee 
Implement trustee decisions on claims and risk management procedures 
Monitor performance requirements for insurer 
Provide insurer with information as required to process claims 
Refer disputed claims to complaints procedure 
Gather documentation for complex claims and prepare for insurer 
Check claim applications against relevant terms in trust deed 
Incorporate claim beneficiaries into claims processing procedure 
Compile claim correspondence according to conditions identified in trust deed, relevant legislation and organisational policies and procedures 
Forward claim correspondence to insurer 

Forms

Assessment Cover Sheet

FNSSUP512 - Manage insurer liaison within a superannuation organisation
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

FNSSUP512 - Manage insurer liaison within a superannuation organisation

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: