Certificate III in General Insurance

About this Qualification

To effectively assist customers with their insurance needs it is necessary to have the
insurance product knowledge, customer sales and service skills and a thorough understanding
of the processes for renewals, quotes and alterations. Staff training is therefore essential
for insurance companies and brokers.
The Certificate III in Financial Services (Insurance Services) qualification provides a
thorough coverage of these key skills and knowledge. It suits employees new to the
insurance industry and those with more experience but who have specific training needs.

Course Suitability

The job roles that may suit this course include:

Insurance Clerk

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 2 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 at Work

Achieving Work Priorities

Working in Financial Services Industry

The qualification includes the following elective modules:

Quoting General Insurance

Processing Insurance Renewals

Processing Policy Alterations and Cancellations

Resolving Customer Complaints

Provide Sales Solutions to Customers

ASIC Tier 2

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 Certificate IV level including:

Financial Services

Frontline Management

Customer Contact

Careers paths include opportunities as:

Claims Officer

Supervisor

Insurance Officer

Sub courses
Provide sales solutions to customers	BSBCCO304A
Use Technology in the Workplace	FNSICGEN302B