Unit of competency Outline

Date retreived
22/07/2026 12:04 PM AWST

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Receive and record or register a claim

Receive and record or register a claim

Unit of competency
National Code
FNSISV306
State Code
AUS12
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
20
Description
This unit describes the skills and knowledge required to receive and record or register claims, including gathering the information, initial estimation and entering the claim into organisational records.It applies to individuals who work in job roles involving insurance claims in a range of insurance sectors and may be applied 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. Receive notification of claim
  • 1.1 Advise customer of claims procedure
  • 1.2 Give customer comprehensive information on organisation’s claims procedure, how to make a claim and send any forms required for claim to customer
  • 1.3 Answer customer queries clearly and accurately
2. Receive claim
  • 2.1 Check new claims advice to verify correct policy detail
  • 2.2 Check claims records to ensure that claim has not been registered previously
3. Record or register claim
  • 3.1 Accurately enter claims data and register claims in accordance with organisational procedures and level of authority
  • 3.2 Notify government authorities in correct format, where necessary
4. Estimate claims reserve, including reinsurance as appropriate
  • 4.1 Calculate or estimate where appropriate the preliminary reserve according to organisational reserving policy
  • 4.2 For a routine claim, make a determination on acceptance or referral of claim in accordance with organisational policy and procedures
  • 4.3 Identify need for internal or external service providers, if appropriate
  • 4.4 Check policy for reinsurance details, if applicable
  • 4.5 Advise reinsurers of potential claim, if applicable, by raising reinsurance advice
  • 4.6 Report potential impact of claim on premium as required
5. Create claim files or add information to existing files
  • 5.1 File correspondence in correct claims files and allocate to relevant claims operatives
  • 5.2 Refer all missing information, abnormalities or classification uncertainties according to organisational policy
  • 5.3 Enter appropriate date into diary system, where necessary
  • 5.4 Complete all information accurately and clearly, and in accordance with legislative and organisational requirements
  • 5.5 File or refer completed documentation for processing if appropriate
No information
No information
Replaces
State Code National Code Title Type
D4228 FNSISV306A Receive and record or register a claim Unit of competency
State Code National Code Title Type
AVZ8 FNS30515 Certificate III in General Insurance Qualification