Unit of competency Outline

Date retreived
24/07/2026 6:05 AM AWST

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Provide general advice in general insurance broking products and services

Provide general advice in general insurance broking products and services

Unit of competency
National Code
FNSIBK302
State Code
AUR37
TGA Status
Deleted
DTWD Status
Deleted
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
081103 - Insurance And Actuarial Studies
Original Release Date
16/09/2015
Nominal Hours
35
Description
This unit describes the skills and knowledge required to provide general advice on general insurance products to retail clients in an insurance broking context, applicable to new or renewal clients.It applies to individuals who are proficient communicators and who provide information and advice of a general nature about insurance products.Work functions in the occupational areas where this unit 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.
Notes
Elements and Performance Criteria
1. Deal with initial client enquiry for general insurance
  • 1.1 Use appropriate communication skills to clarify if client’s product enquiry falls within general advice category according to legislative and organisational requirements
  • 1.2 Assist client to accurately complete necessary initial documentation
  • 1.3 Provide clear information to client on regulatory restrictions applying to provision of general insurance product advice
  • 1.4 Refer client to appropriate personnel within brokerage where required advice is deemed to fall outside category of general advice
2. Prepare general advice to client
  • 2.1 Gather, record and consolidate information relevant to providing general advice on relevant product or service
3. Provide general advice
  • 3.1 Deliver general advice to client according to regulatory restrictions and organisational policy and procedures
  • 3.2 Provide client with information on available insurance products and insurance market using relevant documentation
  • 3.3 Demonstrate appropriate product and industry knowledge when providing general advice to client
No information
No information
Replaces
State Code National Code Title Type
D9439 FNSIBK302B Provide general advice in general insurance broking products and services Unit of competency
State Code National Code Title Type
AVZ3 FNS30615 Certificate III in Insurance Broking Qualification