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 non-routine, complex aspects and clarify client’s situation
   • Identify non-routine and complex aspects of client requirements
   • Elicit all necessary information from client
   • Consult specialists where necessary
   • Apply relevant parameters for non-routine, complex situations
   • Verify risk information advised by client
   • Implement survey requirements, if applicable
2. Determine appropriate approach
   • Assess and interpret relevant parameters to determine organisation’s approach
   • Consult specialists within and outside organisation as necessary
   • Determine terms and conditions of contract and premiums within relevant parameters
   • Refer request to higher authority if outside policy and organisational guidelines
3. Issue insurance contact
   • Identify any special aspects of policy and notify client
   • Decline unacceptable request where applicable under law, inform client and give reasons why
   • Complete relevant calculations and contract documentation, and review to ensure it meets organisational procedures and legislative requirements
   • Check documentation for accuracy and omissions according to operating procedures for non-routine, complex contracts
   • Issue cover note, quote or new insurance policy following organisational operating procedures, and despatch to client
4. Identify non-routine, complex aspects and clarify client’s situation
   • Identify non-routine and complex aspects of client requirements
   • Elicit all necessary information from client
   • Consult specialists where necessary
   • Apply relevant parameters for non-routine, complex situations
   • Verify risk information advised by client
   • Implement survey requirements, if applicable

Performance Evidence

Evidence of the ability to:

accurately identify non-routine aspects and clarify the client's request

identify and verify risk information received from clients

determine correct premium and issue insurance contract.

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:

explain industry sector compliance, legislation and regulatory requirements

describe the process of interpreting application information and how to apply specific risk ratings

explain the importance of wording of insurance policies in keeping with the organisation or industry sector

outline key features of organisational policy, procedures, insurance guidelines and levels of authority for non-routine and complex situations

outline organisational systems required for issuing cover notes, quotes or new insurance policies.

---