Certificate IV in General Insurance

course overview

To effectively assist customers with their insurance needs it is necessary to have 

employees with insurance product knowledge, customer sales and service skills.  The 

qualification is designed for employees of insurance companies and insurance brokers 

who perform duties such as managing, validating and settling claims.  

 

The Certificate IV in Financial Services (Insurance Services) qualification provides a 

thorough coverage of these key skills and knowledge. It suits employees in a service and 

support role in the insurance industry. 

Course Suitability 

The job roles that may suit this course include: 

Insurance Claims Officer 

Insurance Officers 

Administrative and support staff working for brokers 

It suits staff within insurance companies or insurance brokers. For other types of businesses 

that have some need for insurance product knowledge please contact the College to discuss 

the most appropriate qualification to suit your needs.  

Enrolment Options 

This qualification is available in most states as a government funded Traineeship enrolment* 

*Subject to eligibility in your state. 

The qualification is also available for individual students to enrol on a private basis. 

Employers can also directly enrol staff where Traineeship enrolment is not suitable.  

Course Duration 

The qualification is timetabled to be completed in one year over a 36 week period, with students 

required to mail assignments to the College at regular intervals.  

Regular study of approximately 3 hours per week, in conjunction with on-the-job practice of 

the skills covered in the course would normally be required to successfully complete this 

qualification.  

The timetable can be extended to a longer period subject to maximum timeframes set in 

each State for Traineeship enrolments (generally 12 months but 24 months in some States). 

Students can complete as early as they like – as they study at their own pace. 

Enrol at any time as the College has continuous courses all year round. 

Course Benefits 

The qualification offers: 

Cost effective ways for employers to up-skill staff 

Access to Traineeship Incentives 

Flexible method of delivery that suits busy office environments 

Structured, high quality training 

Wide range of subjects that allow tailoring to individual business and employee needs 

College Trainers and Materials 

Each student will have a dedicated College Training Manager to provide immediate 

assistance and support.  

The College Trainers all have “real life” experience in the areas that they train in, and so 

have the expertise and skills to provide effective student and employer support. 

The course materials are delivered in separate “modules” or workbooks. Each module 

concentrates on a specific theme, and may cover a number of “units of competency” (these 

are the “national standards” that apply to the qualification).  

The College course material is easy to read and understand and is kept up to date with current 

business practices and relevant legislation. 

Students are issued a Course Folder to keep their course material organised. 

course Delivery 

Course can be delivered in a range of delivery modes based on the most suitable mode for the 

circumstances: 

Workbook / correspondence  

On-line learning 

Class room learning 

In some situations the mode will be a mix of these options. 

Workbook modules are designed so that students can use small periods of time to “study”.

This makes the course achievable even in a busy office – with small periods of time 

being able to be used effectively. 

Entry Requirements 

Average level literacy skills and English language communication skills are required for 

this qualification. 

The qualification requires access to a workplace that is involved in insurance quotations, 

renewals and cancellations. 

Course Subjects and Electives 

The qualification includes the following core modules: 

Use Technology in the Workplace 

Financial Products - Insurance 

Safety for Supervisors 

Business Technology 

Provide Personal Leadership 

Develop Effective Teams 

Professional Practices in Finance 

The qualification includes the following elective modules: 

Insurance Underwriting 

Claims 

Customer Service Excellence 

Provide Sales Solutions to Customers 

 Other electives are available subject to identified workplace needs. 

Qualification & Career Pathway 

This is a nationally accredited, formal qualification recognised as part of the Australian 

Qualifications Framework.  

 After completion of this qualification students have a range of opportunities to continue their 

studies at Diploma level including: 

Financial Services 

Frontline Management 

Careers paths include opportunities as:  

Claims Officer 

Supervisor 

Insurance Officer