Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide advice in superannuation
Conduct product research to support recommendations
Provide appropriate services, advice and products to clients
Determine client requirements and expectations
Record and implement client instructions
Supervise insurer liaison
Develop client relationships with employers and establish superannuation systems
Provide advanced customer service to superannuation clients
Produce reports for superannuation
Supervise and monitor operational guidelines in a superannuation organisation

Skills & Knowledge you will learn View Details

Apply principles of professional practice to work in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide Tier 1 general advice in general insurance
Provide Tier 1 personal advice in general insurance
Implement claim recovery procedures
Review and advise on claims costs, policies and procedures
Manage non-routine and complex claims
Work with legal teams to resolve complex claims
Manage quality customer service
Review business performance
Manage premium customer relationships
Develop workplace policy and procedures for sustainability

Skills & Knowledge you will learn View Details

Deliver professional insurance broking services
Review service performance
Implement changes to broking client’s insurance program
Negotiate complex claims settlement for insurance broking client
Prepare submission for new business
Manage complex risk portfolio for a broking client
Monitor broking client requirements and establish loss control programs
Provide advice in insurance broking
Manage quality customer service
Lead and manage a sales team

Skills & Knowledge you will learn View Details

Develop and maintain in-depth knowledge of products and services used by the Life Insurance sector
Provide Tier 1 personal advice in life insurance
Comply with financial services legislation
Determine client requirements and expectations
Record and implement client instructions
Prepare a distribution plan
Resource a distribution plan
Manage complex life insurance claims
Use medical terminology in an insurance context
Investigate claims
Work with legal teams to resolve complex claims
Evaluate and report on status of claims portfolio

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Conduct customer engagement
Provide sales solutions to customers
Retrieve information from records
Conduct online transactions
Process payment documentation
Maintain business records
Be MoneySmart

Skills & Knowledge you will learn View Details

Contribute to WHS hazard identification, risk assessment and risk control
Inspect damage and develop scope of work
Plan and implement loss investigation
Evaluate collected information
Report findings and provide guidance to involved parties
Negotiate and effect settlement
Analyse insurance claims
Plan and establish compliance management systems
Manage operational plan
Provide technical guidance
Manage quality customer service
Determine client requirements and expectations

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Process superannuation fund payments
Establish, maintain and process superannuation records
Process superannuation contributions
Process superannuation rollover benefits
Implement member investment instructions
Terminate superannuation plans
Conduct customer engagement
Maintain business records
Be MoneySmart

Skills & Knowledge you will learn View Details

Review business performance
Comply with regulatory frameworks
Undertake risk identification
Coordinate complex case requirements
Provide case management supervision
Assess risks
Develop a return to work or injury management strategy
Manage quality customer service
Make a presentation
Support relationships with carers and families
Participate in negotiations
Develop and maintain knowledge of personal injury management insurance

Skills & Knowledge you will learn View Details

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Provide Tier 2 general advice in general insurance
Provide Tier 2 personal advice in general insurance
Follow organisation procedures to process claim
Process facultative and treaty reinsurance claim
Settle claims
Process claims payments
Provide general advice on financial products and services
Conduct customer engagement

Skills & Knowledge you will learn View Details

Review business performance
Comply with regulatory frameworks
Undertake risk identification
Communicate using augmentative and alternative communication strategies
Assist customers to budget and manage own finances
Implement informed decision making
Facilitate setting and achievement of goals
Make a presentation
Manage quality customer service
Support relationships with carers and families
Participate in negotiations
Provide workplace coaching