The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Determine needs of client with complex risk portfolio
|
|
Risk assessment is completed in compliance with guidelines Completed |
Evidence:
|
Similar situations that identify precedent are analysed to assist in complex risk portfolio analysis Completed |
Evidence:
|
Comprehensive records are maintained of risk assessed and actions taken Completed |
Evidence:
|
Identify changes to insurance program
|
|
Changes are determined by appropriate review of portfolio requirements Completed |
Evidence:
|
Specialist advice is sought as required Completed |
Evidence:
|
Claims/losses history is obtained Completed |
Evidence:
|
Changes in risk context and external environment are taken into account Completed |
Evidence:
|
Client declarations/proposals are obtained as required by underwriters Completed |
Evidence:
|
Client preferred options are identified Completed |
Evidence:
|
Negotiate complex renewals with insurers
|
|
Selected insurers are identified and approached Completed |
Evidence:
|
Options and alternative portfolio structures are negotiated with insurers to obtain the most suitable program for client Completed |
Evidence:
|
Negotiated renewals with insurers incorporating the level of cover required by client Completed |
Evidence:
|
Obtain client instructions for renewal
|
|
Outcomes of negotiation with insurers are advised to client to enable an informed decision to be made Completed |
Evidence:
|
Advantages and disadvantages of available options are clearly explained to client Completed |
Evidence:
|
Detailed recommendations are made Completed |
Evidence:
|
Clear client instructions are obtained and documented Completed |
Evidence:
|