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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. Classify service requests
   • Acknowledge client’s enquiry to enable delivery of service in accordance with organisational operating procedures and legislative requirements
   • Gather client information to enable appropriate action to be taken
   • Take appropriate action, including providing cover note, quotation or further information on first contact, and update records according to organisational procedures and legislative requirements
   • Advise client on action taken in timely manner, in appropriate form and style and in unambiguous way
2. Check application form for completion
   • Check application form thoroughly according to organisational procedures and legislative requirements
   • Determine and address further information requirements according to organisational procedures and legislative requirements
3. Conduct environmental scan
   • Identify appropriate sources of further information to enable efficient collection of further data
   • Protect confidentiality of parties from which further information is obtained
   • Obtain all further information within specified timeframes
   • Assess information to determine predominant activity
   • Clarify any issues with client
   • Assign most appropriate industry classification
4. Enter data into system to calculate premium
   • Accurately cross-check information to verify input data
   • Clearly and accurately record information on register following organisational procedures and legislative requirements
   • Send policy information to relevant parties within timeframes to comply with legislation and organisational communication procedures

Performance Evidence

Evidence of the ability to:

assess and register a personal injury insurance policy

deal with questions relating to procedures of the business and policy registration issues that arise for clients

effectively research business and industry data and information

manage and maintain accurate data on organisational information systems.

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:

describe the key features of industry and organisational systems and processes for policy registration

analyse and describe the key aspects of legislation and organisational and industry codes of practice relating to confidentiality and privacy

identify sources of information on organisational and business activities.

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