Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIBK402 Mapping and Delivery Guide
Implement new or renewed insurance program for insurance broking clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIBK402 - Implement new or renewed insurance program for insurance broking clients |
---|---|---|---|
Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to implement a new or renewed insurance program based on a client’s current objectives and risk situation.It applies to individuals working within insurance broking enterprises who assess and review information to tailor specific personal advice for a retail client.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the insurance broking field of work and include access to: common office equipment, technology, software and consumables organisational records organisational policy and procedures. Assessors must satisfy NVR/AQTF assessor requirements |
||
Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
---|---|---|---|---|---|---|---|---|
Elements of Competency | Performance Criteria | |||||||
Element: Establish relationship with client |
| |||||||
Element: Identify client objectives and risk situation |
| |||||||
Element: Analyse changes to client’s insurance program |
| |||||||
Element: Negotiate program changes with insurers as required |
| |||||||
Element: Communicate options to client and obtain instructions |
| |||||||
Element: Provide ongoing service where requested by client |
| |||||||
Element: Analyse changes to client’s insurance program |
|