Provide a claims service to an insurance broking client

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSIBK404A, 'Provide a claims service to an insurance broking client'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide a claims service to an insurance broking client' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1. Register claim

1.1. Comprehensive and detailed recording system is established to register claims that meet the terms of relevant business guidelines

1.2. Claims recording system is regularly and accurately updated to minimise processing delays

2. Advise insurers

2.1. Claim reports are made formally within organisation operating time requirements

2.2. Formal acknowledgment of claims receipt is immediately sought from insurers

2.3. Appointment of a loss adjuster is established immediately

3. Complete necessary documentation

3.1. When required claim forms and other required documentation are requested without delay

3.2. Assistance is supplied to client to complete claims documentation, when required, to ensure full and accurate information is available to insurers in assessment of the claim

3.3. Claims documentation is checked for errors and omissions to ensure accuracy

4. Reinstate sum insured

4.1. Insurer, where required, is formally requested to reinstate sum insured

4.2. Client is advised whether the sum insured has been reinstated

5. Advise client of rights and obligations

5.1. Terms and conditions of the insurance policy are reviewed with the client to ensure the maximum claims recovery is sought

5.2. Client is provided with advice on administration of the claims to ensure no breach of contract occurs and claims are managed efficiently

5.3. Client is advised of appropriate legislative requirements to protect the client's interests

6. Liaise with service providers

6.1. Need for independent service providers with the range of expertise required for the claim is identified where settlement authority exists

6.2. Suitable service provider is selected based on client's instructions where settlement authority exists

6.3. Service provider is thoroughly briefed to ensure any investigation is comprehensive where settlement authority exists

6.4. Report of the independent service provider is obtained, reviewed and assessed within agreed timeframes where settlement authority exists

6.5. Contact with insurer's service provider is maintained to ensure reports and issues are dealt with promptly

7. Notify terms of settlement to client

7.1. Details of insurer's settlement offer are prepared with recommendations for client review and acceptance without delay

7.2. Client response to settlement offer is obtained and acted on without delay

7.3. Settlement funds are remitted to client within terms of legislative requirements and business policy and procedures

8. Update relevant files and records

8.1. Business records are updated without delay according to business policy and guidelines


Qualifications and Skillsets

FNSIBK404A appears in the following qualifications:

  • FNS41710 - Certificate IV in Insurance Broking
  • FNS30610 - Certificate III in Insurance Broking