Qualification Outline
22/07/2026 2:48 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Certificate III in General Insurance
Certificate III in General Insurance
FNS30511
D704
Replaced
Replaced
National Endorsed, State Implementation and Classification
Releases
| Release Version | Release Date | TGA Status | DTWD Status |
|---|---|---|---|
| 3.00 | 18/07/2013 | Current | Approved |
Description
This qualification reflects the job roles of employees in general insurance.
Possible work functions may include:
processing and issuing policies
processing and settling claims
responding to customer enquiries and maintaining customer database.
Schedule
Packaging Rules
13 units must be achieved.5 core units
plus 8 elective units
3 elective unit must be selected from Group A.
A further 3 elective unit must be selected from Group A or B.
The remaining 2 elective units may be selected from the elective units listed below, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate III or Certificate IV qualification.
Elective units must be relevant to the work outcomes, local industry requirements and the qualification level.
Core units of competency:
FNSINC301A Work effectively 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
BSBWOR203B Work effectively with others
BSBWOR204A Use business technology
Elective units of competency:
Group A
(Insurance services)
FNSISV301A Evaluate risk for renewal business
FNSISV302A Process alteration to insurance policy
FNSISV303A Issue contract of insurance
FNSISV304A Issue renewal advice
FNSISV305A Issue cancellation advice
FNSISV306A Receive and record or register a claim
FNSISV307A Follow organisation procedures to process claim
FNSISV308A Process facultative and treaty reinsurance claim
FNSISV309A Settle claims
FNSISV310A Process claims payments
Group B
ASIC
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
General
FNSSAM301A Identify opportunities for cross-selling products and services
FNSIAD301A Provide general advice on financial products and services
BSBCCO203A Conduct customer contact
BSBCMM301B Process customer complaints
BSBRKG304B Maintain business records
1. Core Units
All five (5) units must be completed
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| D4169 | FNSINC402A | Develop and maintain in-depth knowledge of products and services used by an organisation or sector | 40 | Unit of competency |
| D0887 | BSBOHS201A | Participate in OHS processes | 15 | Unit of competency |
| D1027 | BSBWOR204A | Use business technology | 30 | Unit of competency |
| D4167 | FNSINC301A | Work effectively in the financial services industry | 45 | Unit of competency |
| S8083 | BSBWOR203B | Work effectively with others | 20 | Unit of competency |
2. Group A Elective Units
At least three (3) of the eight (8) units required must be chosen from Group A.
Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| D4223 | FNSISV301A | Evaluate risk for renewal business | 30 | Unit of competency |
| D4229 | FNSISV307A | Follow organisation procedures to process claim | 10 | Unit of competency |
| D4227 | FNSISV305A | Issue cancellation advice | 10 | Unit of competency |
| D4225 | FNSISV303A | Issue contract of insurance | 20 | Unit of competency |
| D4226 | FNSISV304A | Issue renewal advice | 10 | Unit of competency |
| D4224 | FNSISV302A | Process alteration to insurance policy | 20 | Unit of competency |
| D4232 | FNSISV310A | Process claims payments | 20 | Unit of competency |
| D4230 | FNSISV308A | Process facultative and treaty reinsurance claims | 40 | Unit of competency |
| D4228 | FNSISV306A | Receive and record or register a claim | 20 | Unit of competency |
| D4231 | FNSISV309A | Settle claims | 40 | Unit of competency |
3. Group B Elective Units
Three (3) units may be chosen from Group B.
Please refer to the packaging rules for the full details of available options.
| State Code | National Code | Title | Hours | Type |
|---|---|---|---|---|
| S8039 | BSBCCO203A | Conduct customer contact | 100 | Unit of competency |
| D4014 | FNSASIC302C | Develop, present and negotiate client solutions | 40 | Unit of competency |
| D4013 | FNSASIC301C | Establish client relationship and analyse needs | 40 | Unit of competency |
| D4315 | FNSSAM301A | Identify opportunities for cross-selling products and services | 30 | Unit of competency |
| D0979 | BSBRKG304B | Maintain business records | 30 | Unit of competency |
| S8068 | BSBCMM301B | Process customer complaints | 20 | Unit of competency |
| D4164 | FNSIAD301A | Provide general advice on financial products and services | 30 | Unit of competency |
| D4212 | FNSASIC304A | Provide Tier 2 general advice in general insurance | 45 | Unit of competency |
| D4213 | FNSASIC305A | Provide Tier 2 personal advice in general insurance | 45 | Unit of competency |
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| S697 | FNS30510 | Certificate III in General Insurance | Qualification |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVZ8 | FNS30515 | Certificate III in General Insurance | Qualification |
No information
Entry Requirements
Not applicable.