Client Risk Assessment Workshop

Client Risk Assessment Workshop2017-07-03T03:49:54+00:00

6 Professional Development Hours

This course shows students how to conduct detailed research of and analyse an insurance broking client to prepare a risk assessment report. Students will also review and monitor the incidence of loss for broking clients, identify and assess a complex insurance portfolio and look at negotiating insurance changes/renewals.

This programme can be completed by all broking staff. It also forms a module of the Diploma of Insurance Broking and includes an optional formal assessment to be issued with nationally recognised units of competency.

Key Topics

  • What is Risk?
  • Risk Assessment in the Insurance Broking industry
  • Planning a Risk Assessment and researching Clients
  • Identifying and Treating Risks
  • Making Recommendations to Clients

Entry Requirements

If you are completing this course as part of the Diploma of Insurance Broking it is recommended you complete Tier 1 first.

Client Risk Assessment Workshop

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