Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify and clarify customer’s request
   • Identify customer’s requirements
   • Elicit all necessary information from customer
   • Gather data on insurance proposal within timelines required by organisation
   • Apply underwriter’s terms and conditions
   • Verify risk information advised by customer
   • Implement survey requirements, if applicable
2. Issue insurance contact
   • Specify terms and conditions of contract in line with organisational guidelines, policy and procedures
   • Refer decision to appropriate person if request falls outside organisational guidelines
   • Complete and review contract documentation to ensure it meets legislative requirements
   • Check contract for accuracy and omissions according to operating procedures
   • Issue cover note, quote or new insurance contract following organisational operating procedures, and despatch to customer
   • File contract documentation accurately in accordance with operating procedures
   • Cancel policy and despatch documentation to customer, if requested by customer
3. Identify and clarify customer’s request
   • Identify customer’s requirements
   • Elicit all necessary information from customer
   • Gather data on insurance proposal within timelines required by organisation
   • Apply underwriter’s terms and conditions
   • Verify risk information advised by customer
   • Implement survey requirements, if applicable

Performance Evidence

Evidence of the following must be provided:

interpret and apply relevant legislation accurately

identify and clarify the customer’s request

issue insurance contract according to organisational and legislative requirements

update documentation and systems according to organisational procedures.

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

---

Knowledge Evidence

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

outline basic compliance requirements for this industry sector

outline organisational and departmental policy, procedures and authorities as they relate to contracts of insurance

explain the wording of insurance policies in terms of the organisation and industry sector

outline organisational information technology and communication systems used to process insurance policies

explain the interpretation of applicable ratings

identify and describe insurance products available to customers

outline the relevant industry legislation and regulations that apply to insurance policies

explain underwriter terms and conditions

explain survey requirements to gather and analyse appropriate information to issue contracts of insurance.

---