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Evidence Guide: FNSIBK602 - Manage implementation of broking service support systems

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

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

 

FNSIBK602 - Manage implementation of broking service support systems

What evidence can you provide to prove your understanding of each of the following citeria?

Meet human resource requirements

  1. Identify skills needed to implement broking services support system
  2. Identify number, type and location of service support personnel required, including specialist consultants
  3. Attain and retain consultants with specialist skills as required
  4. Recruit or assign required human resource support as appropriate
Identify skills needed to implement broking services support system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify number, type and location of service support personnel required, including specialist consultants

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Attain and retain consultants with specialist skills as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Recruit or assign required human resource support as appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement training required to achieve service system

  1. Identify cost-effective training requirements proactively to support service implementation
  2. Develop training programs to achieve required service support outcomes
  3. Implement training programs in cost-effective and timely way
  4. Undertake evaluation and review of training programs against requirements on regular planned basis
Identify cost-effective training requirements proactively to support service implementation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop training programs to achieve required service support outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement training programs in cost-effective and timely way

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake evaluation and review of training programs against requirements on regular planned basis

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement information support system

  1. Establish information distribution and access needs
  2. Determine range of information types to be collected, processed and stored
  3. Identify and obtain suitable information support technology to meet needs
  4. Establish measures to monitor efficiency of information systems
  5. Store information to enable efficient access
Establish information distribution and access needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine range of information types to be collected, processed and stored

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and obtain suitable information support technology to meet needs

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish measures to monitor efficiency of information systems

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store information to enable efficient access

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement operational procedures

  1. Establish specifications for operational procedures
  2. Design procedures to ensure effective workflow achieves required service support targets
  3. Specify measurable performance standards
  4. Assign tasks and duties to appropriately trained and skilled personnel
  5. Establish and monitor control measures on regular basis
  6. Design operational procedures so that adjustments can be made in response to control information
Establish specifications for operational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design procedures to ensure effective workflow achieves required service support targets

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify measurable performance standards

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assign tasks and duties to appropriately trained and skilled personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and monitor control measures on regular basis

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design operational procedures so that adjustments can be made in response to control information

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish supplier relationships to achieve service support requirements

  1. Identify availability and suitability of suppliers who can meet service support requirements within legislative requirements
  2. Establish criteria to enable effective evaluation of supplier services
  3. Assess available suppliers against criteria to determine suitability
  4. Establish and communicate terms of appointment of suppliers to achieve service support requirements
Identify availability and suitability of suppliers who can meet service support requirements within legislative requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish criteria to enable effective evaluation of supplier services

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess available suppliers against criteria to determine suitability

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and communicate terms of appointment of suppliers to achieve service support requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Meet human resource requirements

1.1 Identify skills needed to implement broking services support system

1.2 Identify number, type and location of service support personnel required, including specialist consultants

1.3 Attain and retain consultants with specialist skills as required

1.4 Recruit or assign required human resource support as appropriate

2. Implement training required to achieve service system

2.1 Identify cost-effective training requirements proactively to support service implementation

2.2 Develop training programs to achieve required service support outcomes

2.3 Implement training programs in cost-effective and timely way

2.4 Undertake evaluation and review of training programs against requirements on regular planned basis

3. Implement information support system

3.1 Establish information distribution and access needs

3.2 Determine range of information types to be collected, processed and stored

3.3 Identify and obtain suitable information support technology to meet needs

3.4 Establish measures to monitor efficiency of information systems

3.5 Store information to enable efficient access

4. Implement operational procedures

4.1 Establish specifications for operational procedures

4.2 Design procedures to ensure effective workflow achieves required service support targets

4.3 Specify measurable performance standards

4.4 Assign tasks and duties to appropriately trained and skilled personnel

4.5 Establish and monitor control measures on regular basis

4.6 Design operational procedures so that adjustments can be made in response to control information

5. Establish supplier relationships to achieve service support requirements

5.1 Identify availability and suitability of suppliers who can meet service support requirements within legislative requirements

5.2 Establish criteria to enable effective evaluation of supplier services

5.3 Assess available suppliers against criteria to determine suitability

5.4 Establish and communicate terms of appointment of suppliers to achieve service support requirements

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Meet human resource requirements

1.1 Identify skills needed to implement broking services support system

1.2 Identify number, type and location of service support personnel required, including specialist consultants

1.3 Attain and retain consultants with specialist skills as required

1.4 Recruit or assign required human resource support as appropriate

2. Implement training required to achieve service system

2.1 Identify cost-effective training requirements proactively to support service implementation

2.2 Develop training programs to achieve required service support outcomes

2.3 Implement training programs in cost-effective and timely way

2.4 Undertake evaluation and review of training programs against requirements on regular planned basis

3. Implement information support system

3.1 Establish information distribution and access needs

3.2 Determine range of information types to be collected, processed and stored

3.3 Identify and obtain suitable information support technology to meet needs

3.4 Establish measures to monitor efficiency of information systems

3.5 Store information to enable efficient access

4. Implement operational procedures

4.1 Establish specifications for operational procedures

4.2 Design procedures to ensure effective workflow achieves required service support targets

4.3 Specify measurable performance standards

4.4 Assign tasks and duties to appropriately trained and skilled personnel

4.5 Establish and monitor control measures on regular basis

4.6 Design operational procedures so that adjustments can be made in response to control information

5. Establish supplier relationships to achieve service support requirements

5.1 Identify availability and suitability of suppliers who can meet service support requirements within legislative requirements

5.2 Establish criteria to enable effective evaluation of supplier services

5.3 Assess available suppliers against criteria to determine suitability

5.4 Establish and communicate terms of appointment of suppliers to achieve service support requirements

Evidence of the ability to:

conduct reviews of organisational resource and systems requirements to identify gaps in support systems for the provision of broking services

manage the implementation of recruitment plans, training programs, information systems and operational procedures required to support broking services

establish effective processes to appoint and manage external suppliers

undertake evaluations of the support systems on a regular basis and make adjustments where required.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain the analysis and application of relevant features of industry legislation, codes of practice and compliance requirements in the provision of broking support systems

explain the impact of current insurance market and policy on the execution of the broking service support system

outline the use of research methods to identify resource needs and limitations

outline the role of organisational policy and procedures, and underwriting guidelines and authorities, in the execution of broking support systems

discuss analysis of the industry market position relative to the product and/or line of business on the design of broking service support systems

outline the impact of marketing principles on the design of support systems

explain the role of training and the application of training principles in the design of broking support systems.