Required skills

highly developed communication skills to

negotiate with clients and others

determine and confirm information using questioning and active listening techniques

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to

use database management

use statisticaldata analysis and interpretation

perform calculations related to achieving required outcomes

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

access and update records electronically

access web based 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

welldeveloped interpersonal skills

organisational skills including the ability to plan and sequence work

project management skills

marketing skills

presentation skills

welldeveloped problem solving skills

welldeveloped planning skills

Required knowledge

current industryorganisation product and marketing mix

how to acquire and interpret relevant data

industry compliance requirements

industry market position relative to productline of business

IT and communications systems

marketing principles

organisation industry policy wording policy and procedures

relevant common law legal systems and procedures

underwriters 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

identify the key market data accurate and relevant and the range of available information sources

analyse data and determine areas of improvement

negotiate required improvements to ensure implementation

evaluate systems against brokerage requirements and form recommendations andor make recommendations

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 organisational 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

Brokerage objectives may be:

Market research data may include:

Competitor analysis may include:

Marketing position should include data on:

Brokerage brand may include:

Benefits may include:

Promotion tools include:

Applicable legislation includes:

Yield per existing client may be increased by methods including:

Promotional package may consist of materials such as:

Distribution channels may include: