Certificate IV in General Insurance - FNS41415
TasTAFE
Type of institution: TAFE Institute
Level: Pre-degree
CRICOS: 03041M
This qualification is designed to reflect the role of persons carrying out work in general insurance in a range of organisations. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities relating to claims handling, determining risk exposure, dispute resolution, providing customer service and underwriting. They apply solutions to a defined range of general insurance problems, and analyse and evaluate information from a variety of relevant sources Licensing/Regulatory Information Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Structure
- 12 units: 4 core
- 8 elective
Subjects
- Survey stakeholders to gather and record information
- Establish client relationship and analyse needs
- Implement customer service standards
- Contribute to health and safety of self and others
- Evaluate risk for new business
- Determine client requirements and expectations
- Prospect for new clients
- Survey potential risk exposure
- Sell financial products and services
- Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- Use specialist terminology in insurance claims
- Underwrite renewal business
- Deliver and monitor a service to customers
- Participate in negotiations
- Lead effective workplace relationships
- Provide appropriate services, advice and products to clients
- Resolve disputes
- Develop, present and negotiate client solutions
- Analyse insurance claims
- Underwrite new business
- Implement a sales plan
- Record and implement client instructions
- Provide Tier 2 general advice in general insurance
- Conduct product research to support recommendations
- Provide Tier 2 personal advice in general insurance
- Coordinate implementation of customer service strategies
- Apply principles of professional practice to work in the financial services industry
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