Required skills

welldeveloped communication skills to

interview consult and negotiate with clients and others

determine and confirm information using questioning and active listening as required

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

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

organisational skills including the ability to plan and sequence work

analytical evaluative and deductive reasoning skills

Required knowledge

claims management processes and procedures

insurance and contract law principles

loss adjusting principles and practice

recovery

relevant legislation and industry codes of practice

relevant policy coverage and requirements

risk management and minimisation principles and techniques

salvage and disposal methods

subrogation

type 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 prevention principles and practice

follow fraud detection control and prevention principles

use arbitration and dispute resolution principles and processes applying thorough knowledge of types and categories of insurance policies and products and industry codes of practice and relevant legislation

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

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

Risks may be:

Hazard indicators may include:

Relevant legislation may include:

Client or organisation policy and guidelines may include:

Environment may include:

Risk management strategies and techniques may include:

Risk exposure factors:

Documentation may include: