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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. Provide marketing services
   • Identify marketing support for defined markets and distribution channels in accordance with distribution plan
   • Develop marketing tools that meet regulatory requirements and make available within budget and timelines
2. Provide administrative and ancillary services
   • Determine administration and ancillary services against provisions of distribution plan
   • Develop and introduce processes to service clients
   • Deliver services within timelines and budget, and according to distribution plan
   • Reassess service needs in light of usage and budget
3. Provide client services
   • Determine services which will meet client expectations and are within enterprise policy and philosophy
   • Deliver services within timeframe and budget
   • Establish key performance indicators (KPIs) to measure client service
   • Ensure services meet industry legislative requirements
   • Document service standards in prescribed format and communicate to all stakeholders

Performance Evidence

Evidence of the ability to:

interpret and comply with organisational policy and guidelines, industry codes of practice, and relevant legislation and regulations

establish and/or review marketing messages and monitor against performance

develop marketing tools

establish and/or review client services and supplier relationships to attain service requirements as per distribution plan

develop key performance indicators to monitor and measure performance of the services provided to life insurance clients.

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

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Knowledge Evidence

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

outline key administrative and ancillary processes to service clients

identify and describe key features of advertising and marketing relating to insurance life distribution

identify and describe key features of organisational systems and documentation requirements

identify and describe key features of services with respect to:

insurance contracts

insurance principles

underwriting

identify and describe key relevant legislation, regulations and codes of practice

outline opportunities and strategies for maintaining and updating knowledge of available products and services.

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