ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Establish validation criteria

1.1 Identify product type to determine payment criteria and facilitate processing of payment or termination

1.2 Establish payment criteria to ensure compliance with terms and conditions of contract

2. Compile necessary documentation

2.1 Classify requests according to established payment criteria and obtain required evidence from appropriate parties to confirm that request complies with terms and conditions of policy

2.2 Complete and distribute forms and documents in accordance with legislation, and organisational policy and procedures

3. Advise client of the consequences of processing settlement

3.1 Identify consequences relevant to policy type

3.2 Communicate information clearly and concisely to ensure client understands consequences

3.3 Record and file result of communication according to organisational procedures to ensure record is complete

4. Assign validity of request

4.1 Validate request within limits of delegated authority

4.2 Communicate decision to proceed with payment or termination of contract to relevant parties

5. Review evidence available in support of payment request

5.1 Establish payment criteria to enable compliance to be determined within terms and conditions of policy, legislation and regulations

5.2 Review available information on payment request against criteria to ensure compliance

5.3 Assess request to determine whether terms and conditions of policy have been met

5.4 Seek additional opinion from relevant parties on validity of request

6. Establish liability for payment under policy

6.1 Identify liability in accordance with terms and conditions of policy

6.2 Review evidence against policy to determine benefits payable

6.3 Accurately calculate and cross-check benefits payable according to organisational procedures

6.4 Update register and record payment liability and, if appropriate, initiate reinsurance recovery

7. Facilitate payment where required and communicate decision

7.1 Promptly advise all relevant parties of decision on liability

7.2 Identify level of payment authority from organisational standards and procedures

7.3 Check that payment details are within delegated authority and compliant with legislative and organisational requirements

7.4 Confirm authorisation and obtain discharge as appropriate

Skill

Performance Criteria

Description

Reading

1.1, 1.2, 2.1, 2.2, 3.1, 5.1-5.3, 6.1-6.3, 7.2, 7.3

Gathers, analyses and interprets simple to complex information from a range of sources to establish requirements

Writing

2.2, 3.2, 3.3, 4.2, 5.4, 6.4, 7.1, 7.4

Produces texts of varying complexity using appropriate language, grammar and logical sequence to convey information accurately and effectively

Oral Communication

2.1, 3.2, 4.2, 5.4, 7.1, 7.4

Provides information using clear, specific and technically correct language

Uses active listening and questioning techniques to confirm understanding of requirements

Numeracy

5.2, 6.3

Performs basic mathematical calculations to achieve outcomes

Navigate the world of work

1.2, 2.2, 3.3, 4.1, 5.1, 6.1, 6.3, 7.2-7.4

Recognises and follows legislative requirements, explicit and implicit protocols, policies and procedures, and meets expectations associated with own role

Interact with others

2.1, 2.2, 5.4, 7.1

Selects and uses appropriate communication conventions and protocols to liaise with others

Adjusts personal communication style in response to the values, beliefs and cultural expectations of others

Get the work done

1.1, 1.2, 2.1, 2.2, 3.1, 3.3, 4.1, 5.1-5.4, 6.1-6.4, 7.2-7.4

Plans and sequences a range of routine and non-routine tasks according to organisational requirements, aiming to achieve defined goals efficiently

Uses digital technologies and systems to locate information, enter and store data