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

FNSPIM407A Mapping and Delivery Guide
Register policy

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency FNSPIM407A - Register policy
Description This unit describes the performance outcomes, skills and knowledge required to apply knowledge and skills of personal injury insurance to effectively assess and register policy.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to policy job roles in the personal injury management sector.
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: Classify service requests
  • Customer's enquiry is received and acknowledged to enable delivery of service in accordance with organisation operating procedures and legislative requirements
  • Customer information is gathered to enable appropriate action to be taken
  • Appropriate action is taken upon first contact and records are updated according to organisation procedures and legislative requirements
  • Customer is advised on action taken in a timely manner, in the appropriate form and style and in an unambiguous way
       
Element: Check application form for completion
  • Application form is thoroughly checked according to organisation procedures and legislative requirements
  • Further information requirements are determined and addressed according to organisation procedures and legislative requirements
       
Element: Conduct environmental scan
  • Appropriate sources of further information are identified to enable the efficient collection of further data
  • Confidentiality of the parties involved from which further information is obtained is protected
  • All further information is obtained within specified timeframes
  • Information is assessed to determine predominant activity
  • Any issues are clarified with the client
  • Industry classification is assigned
       
Element: Enter data into system to calculate premium
  • Information is accurately cross-checked to verify input data
  • Information is clearly and accurately recorded on register following organisation procedures and within legislative requirements
  • Policy information is sent to relevant parties within timeframes to comply with legislation and organisation communication procedures
       


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:

interpret and comply with industry and organisation obligations and objectives including relevant legislative requirements

deal with questions relating to procedures of the business and policy registration issues that arise for clients

effectively research business and industry data and information

maintain accurate data on organisation information systems.

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, technology, software and consumables

access to organisation records

access to organisation 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.

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:

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

liaise with others, share information, listen and understand

use language and concepts appropriate to cultural differences

numeracy and IT skills to:

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

efficiently operate organisation information management systems

access and update records electronically

use internet information

highly-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

effective interpersonal skills

organisation skills, including the ability to plan and sequence work

research and analysis skills

Required knowledge

industry and organisation systems and processes for policy registration

legislation, organisation and industry codes of practice relating to confidentiality and privacy

sources of information on organisation and business activities

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.

Organisation operating procedures may include:

codes of practice and policies relating to policy registration

levels and allocation of discretion and authority

policy application documentation and forms

policy registration processes

standard operating procedures.

Customer information may include:

associated insurance business

business activities

extent of cover required

location of business

prior personal injury insurance history.

Appropriate action may include:

cover note production

provide a quotation

handle a request for further information.

Sources of further information may include:

insurers knowledge base and information systems

public web searches and analysis

published business reports and documents

requests for information from organisation representatives.

Industry classification may include:

applications for complex multi-function business operations

business type and type of activities

industry and organisation business classification charts

predetermined industry profiles.

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
Customer's enquiry is received and acknowledged to enable delivery of service in accordance with organisation operating procedures and legislative requirements 
Customer information is gathered to enable appropriate action to be taken 
Appropriate action is taken upon first contact and records are updated according to organisation procedures and legislative requirements 
Customer is advised on action taken in a timely manner, in the appropriate form and style and in an unambiguous way 
Application form is thoroughly checked according to organisation procedures and legislative requirements 
Further information requirements are determined and addressed according to organisation procedures and legislative requirements 
Appropriate sources of further information are identified to enable the efficient collection of further data 
Confidentiality of the parties involved from which further information is obtained is protected 
All further information is obtained within specified timeframes 
Information is assessed to determine predominant activity 
Any issues are clarified with the client 
Industry classification is assigned 
Information is accurately cross-checked to verify input data 
Information is clearly and accurately recorded on register following organisation procedures and within legislative requirements 
Policy information is sent to relevant parties within timeframes to comply with legislation and organisation communication procedures 

Forms

Assessment Cover Sheet

FNSPIM407A - Register policy
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

FNSPIM407A - Register policy

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: