Required skills

highly developed communication skills to

determine and confirm information using questioning and active listening techniques

write clear and accurate reports

make effective presentations

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to

perform calculations related to achieving required outcomes

use computer applications word processing spreadsheet database specific purpose computer systems to assist in achieving required outcomes

analyse and interpret data

access and update records electronically

access webbased information services

welldeveloped literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information

research and analysis skills for accessing and interpreting relevant information

interpersonal skills

welldeveloped organisational skills including the ability to plan and sequence work

welldeveloped negotiation skills

Required knowledge

industry market position relative to productline of business

insurance market and policies

IT and communications systems

marketing principles

organisation policy procedures and industry compliance requirements

relevant common law legal systems and procedures

training needs and principles

underwriting guidelines and authorities

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

comprehensively overview organisational requirements and operational procedures

effectively organise and plan resources

apply practical interpretation of regulatory compliance requirements in the management of resources such as staff information technology IT and training outsource services

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment technology software and consumables

access to organisation records

access to organisation policies and procedures

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace projects and business simulations or scenarios

Guidance information for assessment

Specialist consultants may include:

Human resources may include:

Training may include:

Information systems can include:

Operational procedures include:

Suppliers include:

Supplier terms of appointment can be: