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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Meet human resource requirements
  2. Implement training required to achieve service system
  3. Implement information support system
  4. Implement operational procedures
  5. Establish supplier relationships to achieve service support requirements

Performance Evidence

Evidence of the ability to:

conduct reviews of organisational resource and systems requirements to identify gaps in support systems for the provision of broking services

manage the implementation of recruitment plans, training programs, information systems and operational procedures required to support broking services

establish effective processes to appoint and manage external suppliers

undertake evaluations of the support systems on a regular basis and make adjustments where required.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.


Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

explain the analysis and application of relevant features of industry legislation, codes of practice and compliance requirements in the provision of broking support systems

explain the impact of current insurance market and policy on the execution of the broking service support system

outline the use of research methods to identify resource needs and limitations

outline the role of organisational policy and procedures, and underwriting guidelines and authorities, in the execution of broking support systems

discuss analysis of the industry market position relative to the product and/or line of business on the design of broking service support systems

outline the impact of marketing principles on the design of support systems

explain the role of training and the application of training principles in the design of broking support systems.