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