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.gov.au/Pages/TrainingDocs.aspx?q=c7200cc8-0566-4f04-b76f-e89fd6f102fe
