Provide insurance broking services in response to a customer enquiry

This unit describes the performance outcomes, skills and knowledge required to respond to customer requests for insurance broking products or services in person or via other communication methods. This unit is applicable to individuals working within enterprises and job roles subject to licensing, legislative, regulatory or certification requirements including legislation administered by the Australian Securities and Investments Commission (ASIC).

Materials include: 

  • Assessment Matrix
  • Learner's Assessment Workbook (17 pages); and,
  • Assessor Guide / Benchmarks (25 pages): Questions/Answers, Observation Report, & Third Party Report.

Price:  AUD $65.00+ GST

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