List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

review performance of service provided by an insurance broking organisation on at least three different occasions, and on each occasion analyse service results and develop an action plan to address required changes.

In the course of the above, the candidate must:

apply high level analysis, decision making, and review skills to confirm that service performance is in line with desired outcomes

review performance and conduct spot checks against service performance indicators.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

compliance requirements for brokers undertaking client servicing

organisational policies and procedures relating to reviewing insurance broking service performance

underwriting guidelines and authorities and their impact on organisational policies and procedures relating to client servicing

good practice and continuous improvement approaches in client service provided by insurance broking organisations

key performance indicators and key result areas for client servicing

marketing principles and practices in developing action plans for client servicing.

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice	Yes	No	Comments/feedback
Determine service parameters for performance review
Establish measures of performance for service provision
Establish data recording methods
Design and implement monitoring system and record service performance data according to organisational policies and procedures
Establish review schedule
Collate performance data according to planned outcomes
Analyse data and establish achievement of planned outcomes
Identify variations of performance against planned outcomes
Assess variations in performance and determine degree of required change
Prepare and record action plan to accommodate changes once implemented, according to organisational policies and procedures
Implement procedures to effectiveness of changes

Assessment Cover Sheet

FNSIBK517 - Review insurance broking service performance

Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

FNSIBK517 - Review insurance broking service performance

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: