Receive and record or register a claim

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 FNSISV306, 'Receive and record or register a claim'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Receive and record or register a claim' 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. Receive notification of claim

1.1 Advise customer of claims procedure

1.2 Give customer comprehensive information on organisation’s claims procedure, how to make a claim and send any forms required for claim to customer

1.3 Answer customer queries clearly and accurately

2. Receive claim

2.1 Check new claims advice to verify correct policy detail

2.2 Check claims records to ensure that claim has not been registered previously

3. Record or register claim

3.1 Accurately enter claims data and register claims in accordance with organisational procedures and level of authority

3.2 Notify government authorities in correct format, where necessary

4. Estimate claims reserve, including reinsurance as appropriate

4.1 Calculate or estimate where appropriate the preliminary reserve according to organisational reserving policy

4.2 For a routine claim, make a determination on acceptance or referral of claim in accordance with organisational policy and procedures

4.3 Identify need for internal or external service providers, if appropriate

4.4 Check policy for reinsurance details, if applicable

4.5 Advise reinsurers of potential claim, if applicable, by raising reinsurance advice

4.6 Report potential impact of claim on premium as required

5. Create claim files or add information to existing files

5.1 File correspondence in correct claims files and allocate to relevant claims operatives

5.2 Refer all missing information, abnormalities or classification uncertainties according to organisational policy

5.3 Enter appropriate date into diary system, where necessary

5.4 Complete all information accurately and clearly, and in accordance with legislative and organisational requirements

5.5 File or refer completed documentation for processing if appropriate


Qualifications and Skillsets

FNSISV306 appears in the following qualifications:

  • FNS30510 - Certificate III in General Insurance
  • FNS30511 - Certificate III in General Insurance
  • FNS41611 - Certificate IV in Loss Adjusting
  • FNS30515 - Certificate III in General Insurance