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 FNSIBK406, 'Deliver professional insurance broking services'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Deliver professional insurance broking services' 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 |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Respond to client enquiries for broking services | 1.1 Establish relationship with client and identify nature of broking services required to satisfy enquiry 1.2 Clarify information and research activities required to prepare appropriate and timely response 1.3 Determine relevant legislative and organisational requirements to be met in dealing with enquiry 1.4 Collect and process information and prepare response 1.5 Communicate information to client in suitable format that minimises need for follow up action 1.6 Update organisational records to satisfy organisational policy and guidelines |
2. Provide insurance program for broking client | 2.1 Determine client’s insurance needs by undertaking assessment of client’s objectives and current risk situation 2.2 Identify changes to client’s current insurance program by thorough analysis of information collected and discussions with client 2.3 Negotiate with insurers as required to obtain terms for renewal and change of client’s insurances as required 2.4 Communicate outcomes of negotiations and detailed information on options available to client 2.5 Make recommendations to client and obtain client instructions to enable precise actions to be taken |
3. Place client insurances and confirm cover with client | 3.1 Notify details of cover required to insurers and obtain confirmation of interim cover in response to client instructions 3.2 Check interim cover for accuracy and completeness, and confirm with client 3.3 Complete required documentation accurately, and confirm premiums and statutory imposts prior to issuing instructions for completion of cover to insurer 3.4 Check insurer’s documentation for omissions and errors prior to making record of confirmed insurance cover 3.5 Remit premiums to insurers in accordance with organisational guidelines and legislative requirements 3.6 Update relevant files and records |
4. Provide a claims service to broking client | 4.1 Register client’s claim in accordance with organisational guidelines 4.2 Advise insurers and obtain necessary claims documentation 4.3 Provide assistance to clients to provide accurate and complete information on claims documentation when required 4.4 Request reinstatement of sum insured from insurer where required and advise client of reinstatement 4.5 Review terms and conditions of policy and advise clients of claims administration process and their legislative rights and obligations 4.6 Assist client to appoint independent claims service providers where required 4.7 Maintain contact with all insurer and independent service providers to ensure reports and issues dealt with promptly 4.8 Notify client of insurer’s terms of settlement and provide recommendations for client review 4.9 Remit settlement funds to client according to organisational procedures, and update files and records promptly |
5. Provide ongoing services where requested by client | 5.1 Respond to client requests in line with organisational service standards to maximise business retention 5.2 Offer additional benefits to clients based on review of client information and external conditions |