Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIBK403A Mapping and Delivery Guide
Implement an agreed insurance program for a broking client
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIBK403A - Implement an agreed insurance program for a broking client |
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Description | This unit describes the performance outcomes, skills and knowledge required to complete an agreed insurance transaction. It encompasses placing a client's insurance with an insurer, confirming that a client's insurance has been placed with an insurer, agreeing ongoing services with the client, and accurate record keeping.This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to insurance broking roles and may be applied within organisations of various sizes and across a range of customer bases. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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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: Remit premium to insurers |
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Element: Update relevant files and records |
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Element: Provide ongoing service where requested by client |
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