GE30006-20
Develop and maintain professional relationships
This unit describes the skills and knowledge required to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency and build continuing professional relationships.
It applies to individuals who develop relationships in the insurance industry to inform their work. They use a range of specialised managerial techniques to engage with others. The relationships may be with clients, third-party referrers and other professionals in the industry.
What you'll learn
By the end of this learning pathway, you should be able to:
- establish professional business relationships
- develop professional business relationships
- review and maintain relationships.
Competencies
FNSCUS511 Develop and maintain professional relationships in financial services industry
Topics covered
This unit covers the following areas:
- What are professional relationships?
- Insurance codes and legal requirements
- Organisational policies and procedures
- Organisational standards
- Networking and relationship development
- Communication
- Communication channels and tools
- Networking opportunities
- How to network digitally
- Gathering information
- Engaging with others
- Building your personal brand
- Maintaining confidentially
- Negotiation within relationships
- Reviewing relationships
- Business relationships
- Expanding the field
- Maintaining and growing relationships
- Coming together
- The future.
Assessment
1 Exam and 1 Simulations