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Qualification details

FNS30610 - Certificate III in Insurance Broking (Release 3)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Is superseded by FNS30615 - Certificate III in Insurance BrokingUpdated to meet Standards for Training Packages. Packaging rules updated Elective units added to provide greater guidance and flexibility for industry 24/Mar/2015

Releases:
ReleaseRelease date
3 (this release) 18/Jul/2013
(View details for release 2) 16/Jan/2012
(View details for release 1) 24/Nov/2010

Delivery:
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Training packages that include this qualification

Units of competency

CodeSort Table listing Units of Competency by the Code columnTitleSort Table listing Units of Competency by the Title columnUsage RecommendationSort Table listing Units of Competency by the Usage Recommendation columnEssentialSort Table listing Units of Competency by the Essential column
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FNSIBK402B - Provide personal advice in general insurance broking products and servicesProvide personal advice in general insurance broking products and servicesSupersededN/A
FNSIBK302B - Provide general advice in general insurance broking products and servicesProvide general advice in general insurance broking products and servicesSupersededN/A
FNSCUS401A - Participate in negotiationsParticipate in negotiationsSupersededN/A
FNSIBK403A - Implement an agreed insurance program for a broking clientImplement an agreed insurance program for a broking clientSupersededN/A
FNSINC301A - Work effectively in the financial services industryWork effectively in the financial services industrySupersededN/A
FNSINC402A - Develop and maintain in-depth knowledge of products and services used by an organisation or sectorDevelop and maintain in-depth knowledge of products and services used by an organisation or sectorSupersededN/A
BSBCMM301B - Process customer complaintsProcess customer complaintsSupersededElective
FNSASIC305A - Provide Tier 2 personal advice in general insuranceProvide Tier 2 personal advice in general insuranceSupersededN/A
FNSACC301A - Process financial transactions and extract interim reportsProcess financial transactions and extract interim reportsSupersededN/A
FNSIBK301A - Provide insurance broking services in response to a customer enquiryProvide insurance broking services in response to a customer enquiryDeletedN/A
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Classifications

SchemeCodeClassification value
ANZSCO Identifier 552312 Insurance Consultant 
ASCO (occupation type) Identifier 3212-19 Insurance Broker 
ASCED Qualification/Course Field of Education Identifier 0811 Banking, Finance And Related Fields 
Qualification/Course Level of Education Identifier 514 Certificate III 
Taxonomy - Industry Sector N/A Insurance 
Taxonomy - Occupation N/A Insurance Broking Clerk 

Classification history

SchemeCodeClassification valueStart dateEnd date
ANZSCO Identifier 552312 Insurance Consultant 24/Nov/2010 
ASCO (occupation type) Identifier 3212-19 Insurance Broker 24/Nov/2010 
ASCED Qualification/Course Field of Education Identifier 0811 Banking, Finance And Related Fields 24/Nov/2010 
Qualification/Course Level of Education Identifier 514 Certificate III 24/Nov/2010 
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Modification History

Release 

Comments 

Release 3

This version first released with FNS10 Financial Services Training Package version 5.0.

Update imported units:

BSBWOR203A to BSBWOR203B;
BSBCMM301A to BSBCMM301B.

Advice relating to ASIC requirements removed from the qualification.

Qualification outcomes remain unchanged.

Release 2

This version first released with FNS10 Financial Services Training Package version 2.0.

Minor changes in unit title requiring new unit version.

Release 1

This qualification first released with FNS10 Financial Services Training Package version 1.0.

Description

This qualification is designed to reflect the role of entry level employees carrying out work in insurance broking in a range of environments including as a member of a team in a large organisation or a small broking practice.

Possible work functions may include:

  • assisting in managing broking business on behalf of a client
  • handling customer complaints
  • responding to customer enquiries for insurance broking products and services
  • assisting a broking client with an insurance claim.

Pathways Information

Pathways from the qualification 

The primary pathway from this qualification is employment in insurance broking industry in service and support roles.

A further learning pathway utilising qualifications such as Certificate IV in Insurance Broking would support career progression.

Licensing/Regulatory Information

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. You should refer to the IBSA website (www.ibsa.org.au) or the relevant regulator for specific guidance on requirements.

Entry Requirements

Not applicable.

Employability Skills Summary

The following table contains a summary of the employability skills required by industry for this qualification. The employability skills facets described here are broad industry requirements that may vary depending on qualification packaging options.

Employability Skill 

Industry/enterprise requirements for this qualification include: 

Communication
  • conducting research to collect and analyse information and presenting it in report form
  • having the ability to question, clarify and evaluate information
  • possessing well-developed presentation skills with an ability to ‘read’ verbal and non-verbal body language
  • preparing and presenting correspondence in appropriate electronic format
  • using effective telephone techniques and having the ability to negotiate solutions with clients and colleagues within area of responsibility
  • writing in a range of styles to suit different audiences

Teamwork
  • referring matters to nominated person as required
  • working as a member of a team and applying knowledge of one’s own role to achieve team goals
  • working with specialists for advice and on a referral basis

Problem solving
  • applying estimating skills in calculating finances
  • reading and understanding policy documents
  • resolving customer complaints within area of responsibility

Initiative and enterprise
  • contributing creative ideas to resolve workplace issues
  • referring non routine problems to a nominated person
  • responding to changing situations in the workplace

Planning and organising
  • contributing to the planning process by researching and validating information relating to claims
  • processing routine documents and maintaining files, managing information and scheduling and coordinating competing tasks

Self-management
  • managing own time and priorities and dealing with contingencies
  • operating within codes of ethics, codes of professional conduct, legislation and regulations
  • taking responsibility as required by work role and ensuring all organisational policies and procedures are followed

Learning
  • acquiring and applying knowledge of products, services and organisational policies and procedures
  • asking questions to clarify instructions
  • seeking advice on technical issues
  • using online help and manuals to solve basic technology problems

Technology
  • operating organisational business or records system
  • using business technology such as computers, and word processing and document management software
  • using databases, record system and workflow packages

Packaging Rules

12 units  must be achieved.

6 core units 

plus 6 elective units 

4 elective units  must be selected from the elective units listed  below that includes the recommended electives for those wishing to work in insurance broking support roles.

The remaining 2 elective units  may be selected from the elective units listed below, any endorsed Training Package or accredited course. 1  of these may be selected from a Certificate II qualification; 2  of these elective may be selected from a Certificate III qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units of competency: 

  • FNSIBK301A Provide insurance broking services in response to a customer enquiry
  • FNSIBK401A Research and analyse client and industry information for a broking risk assessment
  • FNSIBK402B Provide personal advice in general insurance broking products and services
  • FNSIBK403A Implement an agreed insurance program for a broking client
  • FNSIBK404A Provide a claims service to an insurance broking client
  • FNSINC301A Work effectively in the financial services industry

Elective units of competency 

  • FNSACC301A Process financial transactions and extract interim reports
  • FNSASIC304A Provide Tier 2 general advice in general insurance
  • FNSASIC305A Provide Tier 2 personal advice in general insurance
  • FNSCUS401A Participate in negotiations
  • FNSIBK302B Provide general advice in general insurance broking products and services
  • FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
  • BSBCMM201A Communicate in the workplace
  • BSBCMM301B Process customer complaints
  • BSBWOR203B Work effectively with others

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