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Qualification details

FNS30615 - Certificate III in Insurance Broking (Release 2)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes FNS30610 - 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

Release Status:
Current
Releases:
ReleaseRelease date
2 (this release) 22/Apr/2015
(View details for release 1) 25/Mar/2015


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 columnEssentialSort Table listing Units of Competency by the Essential column
BSBADM311 - Maintain business resourcesMaintain business resources Elective
BSBCMM301 - Process customer complaintsProcess customer complaints Elective
BSBCUE303 - Conduct a telemarketing campaignConduct a telemarketing campaign Elective
BSBCUE304 - Provide sales solutions to customersProvide sales solutions to customers Elective
BSBCUE307 - Work effectively in customer engagementWork effectively in customer engagement Elective
BSBCUE309 - Develop product and service knowledge for customer engagement operationDevelop product and service knowledge for customer engagement operation Elective
BSBCUE404 - Collect, analyse and record informationCollect, analyse and record information Core
BSBCUS301 - Deliver and monitor a service to customersDeliver and monitor a service to customers Core
BSBFIA304 - Maintain a general ledgerMaintain a general ledger Elective
BSBFLM305 - Support operational planSupport operational plan Elective
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Classifications

SchemeCodeClassification value
ANZSCO Identifier 552312 Insurance Consultant 
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 30/Jul/2015 
ASCED Qualification/Course Field of Education Identifier 0811 Banking, Finance And Related Fields 30/Jul/2015 
Qualification/Course Level of Education Identifier 514 Certificate III 25/Mar/2015 
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Modification History

Release 

Comments 

Release 2

This version released with FNS Financial Services Training Package version 1.1.

Release 2 created to correct typographical error

Release 1

This qualification first released with FNS Financial Services Training Package version 1.0

Qualification Description

This qualification is designed for entry level employees working in broking assistant or support roles in small or large organisations offering insurance broking services to retail and wholesale clients. Broking assistants undertake a range of core broking skills around customer service, client advice and clerical and administrative support duties. Individuals at this level take limited responsibility in known situations under general supervision.

Licensing/Regulatory Information

Some of the work functions in insurance broking 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.

Entry Requirements

Nil.

Packaging Rules

Total number of units = 12 

6 core units  plus

6 elective  units

The elective units consist of:

  • 4 from the electives below.

Of the remaining 2 units:

  • up to 2 may be from the electives
  • up to 2 may be from Certificate III or IV in a currently endorsed training package or accredited course.

The elective units chosen must be relevant to the work outcome and meet local industry needs.

Core Units 

BSBCUE404 Collect, analyse and record information

BSBCUS301 Deliver and monitor service to customers

FNSIBK402 Implement new or renewed insurance program for insurance broking clients

FNSIBK403 Place client insurances with insurers and confirm insurance cover with clients

FNSIBK404 Provide a claims service to an insurance broking client

FNSINC301 Work effectively in the financial services industry

Elective Units 

ASIC general insurance advice 

FNSASIC304 Provide Tier 2 general advice in general insurance*

FNSASIC305 Provide Tier 2 personal advice in general insurance*

Customer service and sales 

BSBCUE303 Conduct a telemarketing campaign

BSBCUE304 Provide sales solutions to customers

BSBCUE307 Work effectively in customer engagement

BSBCUE309 Develop product and service knowledge for customer engagement operation

BSBCMM301 Process customer complaints

FNSIBK302 Provide general advice in general insurance broking products and services

FNSCUS401 Participate in negotiations

Information handling and technology 

BSBFIA304 Maintain a general ledger

BSBITU304 Produce spreadsheets

BSBWRT301 Write simple documents

Team and/or organisation 

BSBADM311 Maintain business resources

BSBFLM305 Support operational plan

BSBFLM309 Support continuous improvement systems and processes

BSBINN301 Promote innovation in a team environment

BSBWOR301 Organise personal work priorities and development

*Those who wish to meet ASIC Tier 2 personal advice in general insurance should include both elective units:

FNSASIC304 Provide Tier 2 general advice in general insurance; and

FNSASIC305 Provide Tier 2 personal advice in general insurance.

Qualification Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

FNS30615 Certificate III in Insurance Broking

FNS30610 Certificate III in Insurance Broking

Updated to meet Standards for Training Packages.

Packaging rules updated

Elective units added to provide greater guidance and flexibility for industry

No equivalent qualification

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe