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Qualification Details

FNS30610 - Certificate III in Insurance Broking

Recognition of Prior Learning (RPL)

FNS30610 Certificate III in Insurance Broking Qualification is offered by Get Qualified Australia via our RTO partners using a combination of Recognition of Prior Learning (RPL) and Skills Recognition.

Wherever possible, the qualification will be fully assessed using your career experience without the need for further study. If required, gap training is available from our RTO partners.

Description

This qualification reflects the skills and knowledge required 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.

Entry Requirements

Not applicable.

Packaging Rules

• 12 units  must be achieved.

• 6 core units 

• 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

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

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

Licencing 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.

Employability Skills

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.

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

Pathway 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.