Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to understand, use and respond to information involving specialist terminology, such as medical or legal terminology (and processes), in insurance claims. This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC). |
Application of the Unit
Application of the unit |
This unit applies to job roles involving use of specialist medical and legal terminology in a range of insurance sectors and may be applied within organisations of various sizes and across a range of customer bases. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the required skills and knowledge section and the range statement. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Interpret documents and instructions which contain specialist insurance terminology |
1.1. Written and oral instructions for a claim, using specialist terminology , are received, understood and documented 1.2. Claims documentation containing specialist terminology is accurately interpreted 1.3. Checklists and sources of information for specialist terminology used in claims are used where appropriate 1.4. Abbreviations for specialist terms and related processes associated with insurance claims are understood 1.5. Clarification is sought when necessary |
2. Use appropriate specialist terminology in written and oral communication related to a claim |
2.1. Appropriate specialist terminology is used in both written and oral communication with internal and external parties related to a claim 2.2. Specialist terminology related to insurance claims is spelt and pronounced correctly and used in appropriate context 2.3. Claims documentation is presented to a designated person for verification, if required |
3. Apply specialist terminology to claims tasks |
3.1. Specialist terminology is used correctly in the completion of insurance claims tasks 3.2. Assistance or clarification is sought from specialist representatives or designated person as required 3.3. All tasks are conducted within accepted organisation and ethical codes of conduct including those relating to maintaining confidentiality, privacy and compliance |
4. Extend understanding of specialist terminology |
4.1. Gaps in knowledge, such as relevant legislation , are identified and clarification is sought through appropriate source or person 4.2. Abbreviations for commonly used specialist terms and associated processes for insurance claims are identified and used where appropriate 4.3. Questions relating to specialist terminology used in insurance can be answered and terms defined |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the ability to:
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Context of and specific resources for assessment |
Assessment must ensure:
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Method of assessment |
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
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Guidance information for assessment |
Range Statement
RANGE STATEMENT |
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The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. |
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Written and oral instructions may include: |
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Commonly used/appropriate specialist terminology in insurance may relate to: |
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Claims documentation may include: |
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Assistance or clarification may be sought from: |
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Specialist representatives or designated person may include: |
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Tasks may include: |
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Compliance may include: |
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Relevant legislation may include: |
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Unit Sector(s)
Unit sector |
Insurance services |
Competency field
Competency field |
Co-requisite units
Co-requisite units |
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