This unit was previously coded as GE1N001-20 Communicating and discussing options with clients. Both unit codes are equivalent and will meet the requirements for the ANZIIF New Zealand Compliance for Advisers - General Insurance.
GE1N001-00
Communicating and discussing options with clients (New Zealand)
This unit describes the skills and knowledge required to provide personalised advice to customers on general insurance products. It applies to individuals with excellent communication skills who are employed by, or acting on behalf of, an insurer to provide personalised advice about general insurance policies. Personalised advice is known as ‘regulated financial advice’ in New Zealand.
Who should take this unit
This unit is only for students who are enrolling in the ANZIIF New Zealand Compliance for Advisers (General Insurance)
What you'll learn
By the end of this unit, you should be able to:
- identify the customer’s needs and objectives
- gather and analyse relevant information
- develop appropriate strategies and solutions for the customer
- present those solutions to the customer
- address issues and concerns, and reach an agreed insurance plan
- explain any ongoing services and their fees and costs, and how the plan or policy will be reviewed.
Topics Covered
Week 1
- Classify your client and identify their needs
Week 2
- Analyse information and develop an insurance plan
Week 3
- Present an insurance plan and negotiate agreement with your client
Week 4
- Finalise the agreed insurance plan and provide ongoing service
Assessment
1 Exam and 1 Simulation
See the Assessment and Academic Calendar pages for more information.