Supervise insurance tender process

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 FNSSUP510, 'Supervise insurance tender process'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Supervise insurance tender process' 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. Review insurance arrangements

1.1 Review insurance arrangements as per trust deed, and organisational policy and procedures

1.2 Prepare criteria for insurer selection and confirm with relevant stakeholders

1.3 Implement selection process for choosing insurer, and demonstrate that this process is in best interests of members

1.4 Facilitate tendering process when necessary

1.5 Pass on tendering information to appropriate staff where required

2. Manage tender process

2.1 Establish agreement on selection criteria

2.2 Provide all relevant information to insurer as requested

2.3 Obtain from insurer all relevant information relating to fund

2.4 Demonstrate unbiased assessment of tenders on basis of relevant considerations

2.5 Negotiate policy terms and conditions with insurers

2.6 Undertake due diligence review of selected insurer

2.7 Review benefit design in line with membership profile

3. Implement group life insurance arrangement

3.1 Select appropriate insurer and document decision according to trust deed organisational procedures

3.2 Review policy document against organisational and trust deed requirements, highlighting any possible concerns fund may have with insurer before entering into formal agreement

3.3 Provide policy document and agreement to legal adviser for review before entering into legally binding agreement

3.4 Implement trustee decision on which insurer is responsible for claims if new insurer is appointed

3.5 Facilitate signing of agreement

3.6 Document and record accurately all information on organisational system

3.7 Communicate any benefit design changes with members and appropriate staff

4. Report on insurance strategy

4.1 Review insurance strategy to ensure it is compliant with relevant superannuation legislation and regulations

4.2 Monitor insurance arrangements and report to senior management against agreed service standards


Qualifications and Skillsets

FNSSUP510 appears in the following qualifications: