Required skills

welldeveloped communication skills to

negotiate and interview clients and others

determine and confirm information using questioning and active listening as required

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to

calculate and estimate loss

apply data analysis techniques and procedures

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

access and update records electronically

access webbased information services

literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information and maintain currency of industry products and services knowledge

research and analysis for accessing and interpreting relevant information

organisational skills including the ability to plan and sequence work

investigative analytical evaluative and deductive reasoning skills

Required knowledge

business mathematics and statistics

claims management

data analysis techniques and procedures

fraud detection control and prevention principles

insurable interest

investigative practices and guidelines

loss adjusting principles and practice

policy coverage and requirements

principles of cost estimating

relevant contract and commercial law principles

insurance law

relevant legislation and industry codes of practice

roles responsibilities and jurisdiction of specialists and other authorities

rules of evidence and information gathering and documenting principles

subrogation

types and categories of insurance policies

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

apply loss adjusting principles and practice and investigative practices and guidelines relevant to various types of lossdamage

apply loss prevention principles and practice

use fraud detection control and prevention principles

apply thorough knowledge of types and categories of insurance policies industry codes of practice and relevant legislation

roles responsibilities and jurisdiction of specialists and other authorities

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

Terms of reference or instructions may include:

Terms of reference or instructions may be:

Relevant parties may include:

Client or organisation policy and legislative guidelines may include:

Investigative activities include:

Relevant legislation may include:

Means of preserving evidence may include:

Appropriate authorities may include:

Methods to clarify conflicting evidence or information include:

Documentation may include:

Specialist assistance may include: