Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIBK403 Mapping and Delivery Guide
Place client insurances with insurer and confirm insurance cover with clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIBK403 - Place client insurances with insurer and confirm insurance cover with clients |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to complete an agreed insurance transaction by following the correct processes to place and confirm a client's insurance with an insurer.It applies to individuals who show accurate attention to detail, work systematically and communicate capably with clients. Individuals may work in organisations of various sizes and across a range of customer bases.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. Assessors must satisfy NVR/AQTF assessor requirements. |
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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 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Obtain confirmation of interim cover |
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Element: Confirm insurance cover with client |
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Element: Complete required documentation |
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Element: Obtain and record documentary evidence of insurance cover |
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Element: Remit premium to insurers |
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Element: Update relevant files and records |
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