Required skills

welldeveloped communication skills to

determine and confirm information using questioning and active listening as required

relate effectively to customers

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

selfmanagement skills for complying with ethical legal and procedural requirements research and analysis skills for accessing and interpreting relevant information

organisational skills including the ability to plan and sequence work

Required knowledge

AustraliaNZ Standard ASNZS Risk Management

how to calculate Maximum Probable Loss MPL

industry market position relative to productline of business

organisation policy procedures underwriting guidelines and authorities

organisation products

reinsurance

relative industry hazards

relevant legislative and compliance requirements especially Financial Services Reform Act FSRA and Corporations Act

risk prevention methods and application

statutory hazard health and safety legislation

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

interpret and comply with all legal obligations and organisation procedures in order to identify and thoroughly assess risks and develop a suitable policy

apply all relevant legal obligations and organisation procedures in order to identify and thoroughly assess risks

maintain a sound understanding of relevant organisation products and services and relevant underwriting guidelines and procedures

conduct comprehensive surveys of potential risk exposure and develop recommendations to control or minimise risk of loss

monitor loss control measures in accordance with underwriters guidelines and organisation procedures

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 organisation 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

Guidance information for assessment

Comprehensive physical examination may include reference to:

Hazard indicators may include:

Relevant legislation may include:

Organisation policy may include: