Unit of competency Outline

Date retreived
22/07/2026 1:49 PM AWST

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Manage implementation of broking service support systems

Manage implementation of broking service support systems

Unit of competency
National Code
FNSIBK602
State Code
AUR47
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
80
Description
This unit describes the specialist skills and knowledge required to determine the resources, systems and procedures that must be implemented to support the provision of insurance broking services within a broking organisation.It applies to individuals who have well-developed data analysis, logistic, communication and organisational skills who work in insurance broking roles within organisations of various sizes and across a range of customer bases.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. Meet human resource requirements
  • 1.1 Identify skills needed to implement broking services support system
  • 1.2 Identify number, type and location of service support personnel required, including specialist consultants
  • 1.3 Attain and retain consultants with specialist skills as required
  • 1.4 Recruit or assign required human resource support as appropriate
2. Implement training required to achieve service system
  • 2.1 Identify cost-effective training requirements proactively to support service implementation
  • 2.2 Develop training programs to achieve required service support outcomes
  • 2.3 Implement training programs in cost-effective and timely way
  • 2.4 Undertake evaluation and review of training programs against requirements on regular planned basis
3. Implement information support system
  • 3.1 Establish information distribution and access needs
  • 3.2 Determine range of information types to be collected, processed and stored
  • 3.3 Identify and obtain suitable information support technology to meet needs
  • 3.4 Establish measures to monitor efficiency of information systems
  • 3.5 Store information to enable efficient access
4. Implement operational procedures
  • 4.1 Establish specifications for operational procedures
  • 4.2 Design procedures to ensure effective workflow achieves required service support targets
  • 4.3 Specify measurable performance standards
  • 4.4 Assign tasks and duties to appropriately trained and skilled personnel
  • 4.5 Establish and monitor control measures on regular basis
  • 4.6 Design operational procedures so that adjustments can be made in response to control information
5. Establish supplier relationships to achieve service support requirements
  • 5.1 Identify availability and suitability of suppliers who can meet service support requirements within legislative requirements
  • 5.2 Establish criteria to enable effective evaluation of supplier services
  • 5.3 Assess available suppliers against criteria to determine suitability
  • 5.4 Establish and communicate terms of appointment of suppliers to achieve service support requirements
No information
No information
Replaces
State Code National Code Title Type
D4197 FNSIBK602A Implement broking service support systems Unit of competency
State Code National Code Title Type
AWE0 FNS60115 Advanced Diploma of Insurance Broking Qualification