Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSIBK508A Mapping and Delivery Guide
Implement changes to broking client's insurance program
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSIBK508A - Implement changes to broking client's insurance program |
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Description | This unit describes the performance outcomes, skills and knowledge required to implement changes to a client's insurance program and may be applied following a prior review of the client's personal and/or business needs.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 | FNSIBK506A Monitor broking clients | ||
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: Identify required risk changes to insurance program |
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Element: Negotiate change with insurers |
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Element: Communicate options for insurance program changes to client |
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Element: Obtain client instructions for insurance program amendments |
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