Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

FNSILA505A Mapping and Delivery Guide
Provide ancillary services

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSILA505A - Provide ancillary services
Description This unit describes the performance outcomes, skills and knowledge required to provide ancillary services and guidance relating to a loss situation, and options to minimise the extent of future loss, damage or injury.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 job roles in the loss adjusting sector 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.
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: Provide guidance on prevention of future losses
  • Opportunities to provide guidance on loss prevention are identified while current loss situations are being assessed
  • Clients and relevant third parties are interviewed to identify potential risk and hazard indicators
  • All relevant risk information is identified and assessed to determine the integrity of its source, and whether it is comprehensive, valid, reliable and pertinent to the nature of the risk and meets client needs
  • Risk types are assessed against known exposure factors and for compliance with relevant legislation and client or organisation policy guidelines
       
Element: Provide guidance on the application of risk management techniques where appropriate
  • Client product, service types and environment are determined so that nature of risk can be identified and appropriate techniques can be applied
  • A range of viable risk management strategies and techniques and the benefits and disadvantages of the various options are presented to the client
  • Cost-benefit analysis is carried out on the various options identified
  • Guidance is provided that is based on objective assessment of client needs and risk exposure factors
  • Guidance on risk management strategies and techniques provided to clients are documented and recorded promptly and accurately
  • Appropriateness and adequacy of current insurance cover are discussed with client
       


Evidence Required

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 Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

apply loss prevention principles and practice

follow fraud detection, control and prevention principles

use arbitration and dispute resolution principles and processes applying thorough knowledge of types and categories of insurance policies and products and industry codes of practice and relevant legislation.

Context of and specific resources for assessment

Assessment must ensure:

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment

access to and the use of a range of common office equipment

access to organisation records

access to organisational policies and procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:

evaluating an integrated activity, which combines the elements of competency for the unit, or a cluster of related units of competency

observing processes and procedures in workplaces

verbal or written questioning on underpinning knowledge and skills

evaluating samples of work

accessing and validating third party reports

setting and reviewing workplace projects and business simulations or scenarios.

Guidance information for assessment

Submission Requirements

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)

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.

Required skills

well-developed communication skills to:

interview, consult and negotiate with clients and others

determine and confirm information, using questioning and active listening as required

make effective presentations

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

perform calculations related to achieving required outcomes

use computer applications (word processing, spreadsheet, database, specific purpose computer systems) to assist in achieving required outcomes

access and update records electronically

access web-based information services

well-developed literacy skills to read and interpret documentation from a variety of sources and record and consolidate relevant related information

research and analysis skills for accessing and interpreting relevant information

organisational skills, including the ability to plan and sequence work

analytical, evaluative and deductive reasoning skills

Required knowledge

claims management processes and procedures

insurance and contract law principles

loss adjusting principles and practice

recovery

relevant legislation and industry codes of practice

relevant policy coverage and requirements

risk management and minimisation principles and techniques

salvage and disposal methods

subrogation

type and categories of insurance policies

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Risks may be:

casualty

consequential loss

employee benefits

injury

intangible

liability

property

tangible.

Hazard indicators may include:

organisation housekeeping and work practices

construction

degree of quality control

equipment

physical and moral environment

risk management programs

security programs

staff training.

Relevant legislation may include:

building or construction

Consumer Credit Codes

contract law

environmental

hazardous materials

Insurance Agents and Brokers Act

Insurance Contracts Act

motor vehicle

occupational health and safety (OHS)

Privacy Act

Trade Practices Act.

Client or organisation policy and guidelines may include:

Australian Institute of Chartered Loss Adjusters (AICLA) Charter of Objects and Professional Conduct

claims

clerical

codes of practice

complaints and dispute resolution procedures

information technology and administrative systems

loss

loss recovery

policies and procedures in relation to risks.

Environment may include:

moral hazards

physical hazards.

Risk management strategies and techniques may include:

acceptance of risk

avoidance

identification

monitoring

reduction

transfer.

Risk exposure factors:

will vary according to value and type of product/ service, and potential impact on the organisation and environment.

Documentation may include:

reasons for adopting/incorporating certain evidence/ information preferred over other evidence/information

reference to all evidence/information considered

the basis on which the decision was determined.

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
Opportunities to provide guidance on loss prevention are identified while current loss situations are being assessed 
Clients and relevant third parties are interviewed to identify potential risk and hazard indicators 
All relevant risk information is identified and assessed to determine the integrity of its source, and whether it is comprehensive, valid, reliable and pertinent to the nature of the risk and meets client needs 
Risk types are assessed against known exposure factors and for compliance with relevant legislation and client or organisation policy guidelines 
Client product, service types and environment are determined so that nature of risk can be identified and appropriate techniques can be applied 
A range of viable risk management strategies and techniques and the benefits and disadvantages of the various options are presented to the client 
Cost-benefit analysis is carried out on the various options identified 
Guidance is provided that is based on objective assessment of client needs and risk exposure factors 
Guidance on risk management strategies and techniques provided to clients are documented and recorded promptly and accurately 
Appropriateness and adequacy of current insurance cover are discussed with client 

Forms

Assessment Cover Sheet

FNSILA505A - Provide ancillary services
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

FNSILA505A - Provide ancillary services

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: