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Qualification Details

FNS41411 - Certificate IV in General Insurance (Release 2)

Recognition of Prior Learning (RPL)

FNS41411 Certificate IV in General Insurance (Release 2) 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 individuals who carry out work in general insurance in a range of organisations.

Possible work functions may include:

• analysing insurance claims
• applying procedures and strategies for retaining and enhancing the customer relationship
• gathering risk information
• motor and home assessors
• sales and support
• reviewing and assessing risk information.

Entry Requirements

Not applicable.

Packaging Rules

• 12 units  must be achieved.

• 4 core units 

•  8 elective units 

5 elective units  must be selected from the elective units listed below

3 elective units  may be selected from the elective units listed below or units from a Certificate IV elsewhere in the Financial Services Training Package. 2 of these elective units  may be selected from any endorsed Training Package or accredited course. These elective units may be selected from a Certificate IV or Diploma qualification.

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

Core units of competency: 

FNSINC401A Apply principles of professional practice to work in the financial services industry

FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector

BSBOHS201A Participate in OHS processes

BSBWOR401A Establish effective workplace relationships

Elective units of competency: 

FNSASIC301C Establish client relationship and analyse needs

FNSASIC302C Develop, present and negotiate client solutions

FNSASIC304A Provide Tier 2 general advice in general insurance

FNSASIC305A Provide Tier 2 personal advice in general insurance

FNSCUS401A Participate in negotiations

FNSCUS402A Resolve disputes

FNSCUS505A Determine client requirements and expectations

FNSCUS506A Record and implement client instructions

FNSIAD501A Provide appropriate services, advice and products to clients

FNSINC501A Conduct product research to support recommendations

FNSISV401A Evaluate risk for new business

FNSISV402A Underwrite new business

FNSISV403A Survey potential risk exposure

FNSISV404A Underwrite renewal business

FNSISV405A Analyse insurance claims

FNSISV406A Use specialist terminology in insurance claims

FNSSAM401A Sell financial products and services

FNSSAM402A Implement a sales plan

FNSSAM403A Prospect for new clients

BSBCCO405A Survey stakeholders to gather and record information

BSBCUS301B Deliver and monitor a service to customers

BSBCUS401B Coordinate implementation of customer service strategies

BSBCUS403B Implement customer service standards

 

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

• communicating ideas and information cognisant of clients' social and cultural diversity and special needs
• consulting and negotiating with internal and external stakeholders
• consulting, questioning, clarifying and evaluating information
• demonstrating selling skills including matching needs with products/services
• interpreting customer needs
• investigating and negotiating to resolve disputes within area of responsibility
• possessing sound presentation skills with an ability to 'read' verbal and non-verbal body language
• using a range of techniques to elicit feedback from customers
• using specialist language in written and oral communication
• using well-developed interpersonal skills and having the ability to produce a wide range of reports and make presentations as required
• writing in a range of styles to suit different audiences

Teamwork

• coaching and mentoring staff to reach minimum customer service standards
• developing a rapport with clients when identifying their needs, objectives and financial situation
• developing team plans and contributing to team cohesion
• making constructive contributions to group decision making processes
• providing feedback to team members

Problem solving

• conducting needs analyses
• estimating, forecasting and conducting competitive comparisons
• performing calculations and developing a risk investment profile for individual clients
• resolving poor performance issues within scope of responsibility
• working proactively with management to resolve workplace issues

Initiative and enterprise

• being creative and providing innovative solutions to complex issues
• responding to new and changing circumstances to ensure accurate and timely advice

Planning and organising

• evaluating and authorising payment requests
• maintaining accounts records for compliance purposes
• preparing financial reports
• recording, gathering and classifying information

Self-management

• acting as a role model for others
• taking to management concerns with own level of responsibility
• working ethically and complying with all industry codes of practice and legislative requirements

Learning

• applying learning to develop improved practices
• coaching and mentoring others to acquire new knowledge and skills
• contributing to the learning of others through implementing team building exercises
• developing and maintaining professional competency

Technology

• selecting and using technology and software packages to record, track and retrieve information
• using electronic communication devices and processes (e.g. internet, intranet, fact finder, email) to produce written correspondence, charts, diagrams, schedules and reports

Pathway Information

Pathways into the qualification 

Preferred pathways for candidates entering this qualification include:

• Certificate III in General Insurance

Pathways from the qualification 

The primary pathway from this qualification is employment in an assistant role in general insurance involving functions such as:

• claims handling
• determining risk exposure
• dispute resolution
• providing customer service
• underwriting.

A further learning pathway utilising a qualification such as Diploma of General Insurance or one of the specialist qualifications would support career progression.