Santam Se perSoonlike poliS WerkSopDraG

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12 Exit Level Outcomes for the Critical Cross-Field Outcomes The learner can demonstrate ability to: • • • • • • • Identify and solve problems in familiar Short Term Insurance contexts in which responses show that responsible decisions have been made, adjust common solutions to meet changes in the problem and motivate the change within own limit of authority. Work effectively with others as a member of a team, group, organisation or community. As the qualification is intended to be part of a learnership it is unlikely that the learner would work alone. Organise and manage oneself and one’s activities responsibly and effectively in that it is expected that the learner will be responsible for his/her own learning and for organising his/her own work allocated tasks responsibly in the work environment. S/he is required to complete research assignments timeously and to apply knowledge of different aspects of Short Term Insurance. S/he should be able to provide for his/her own financial security and manage his/ her own finances. Collect, organise and critically evaluate information. These competencies are built into the assessment criteria in many of the unit standards and the learner is required to do research projects and analyse information from the media. Communicate effectively using visual, mathematics and language skills in the modes of oral and/or written presentations. These competencies are an integral part of all the Unit Standards and are built into the assessment criteria. Use science and technology effectively and critically showing responsibility towards the environment and the health of others in that the Short Term Insurance environment is technology driven and very few activities take place without the application of technology. The learner is also expected to access information from electronic media and use a computerised data base. Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation in that references are made wherever applicable to the learner’s part in the big picture and how his/her actions have implications up and down the line. The learner is expected to know and understand the Insurance organisation as a system within the wider financial services context. In addition this qualification contributes to the full personal development of each learner and the social and economic development of the society at large, by making it the underlying intention of any programme of learning to make the individual aware of the importance of: • • Reflecting on and exploring a variety of strategies to learn more effectively in order to become an informed worker in Short Term Insurance. Being culturally sensitive across a range of social contexts in dealing with diverse people in the workplace including internal and external customers. Exit points for learners who do not complete a Qualification: • • • Learners will be credited with Unit Standards in which they have proved competence. Learners who complete individual Unit Standards but do not complete this Qualification retain their credits. However, should the substance of the Unit Standards change, the validity of the credit towards the Qualification may be reviewed. Learners who change their provider or learning site before completing the Qualification may transfer their credits to the new learning site. Kopiereg ©<strong>Santam</strong> Bpk. 2009 Kursuskode: ASSESS – SPP2
• An official, original NLRD record of learning is required as proof of learning before the learner is officially transferred to the new learning site. ASSOCIATED ASSESSMENT CRITERIA 1. Current events and developments that could impact on Short Term Insurance are analysed and discussed and a personal point of view is offered in the discussion indicating ability to anticipate or predict future trends. Knowledge learnt in various Unit Standards and current events as they occur are integrated with a developing understanding of the Short Term environment in general and a selected career path in particular, so that knowledge of the industry is applied in authentic situations. Information is gathered, analysed, summarised, interpreted from a range of sources and presented reliably and accurately. Positions taken are motivated and substantiated. Different Short Term products, policy documents and schedules are analysed to determine cover. Important areas of Short Term Insurance are explained with reference personal or commercial/business Insurance. 2. The basic principles and different forms of individual income tax are explained with reference to an individual’s liability and duty to pay tax. Basic financial statements are analysed and used to make a personal financial decision. Knowledge of financial risk is applied and managed in own life. 3. Methods, procedures and techniques of Short Term Insurance are explained with reference to specific company policy, and industry practices. Information is gathered, analysed, evaluated, interpreted, recorded and presented and decisions are explained within own authority limits or mandate and with due regard for compliance. The concept of ethics is explained with reference to an organisations code of conduct and an individual’s personal and property rights. Knowledge of legislation is applied to Short Term Insurance. Risks associated with non-compliance or non-activity that could result in liability are identified within the context of Short Term Insurance. Knowledge of personality styles and emotional intelligence are applied to customer service. 4. Own work meets generally accepted standards in terms of output and behaviour. Interpersonal relationships contribute to sound team dynamics. The learner is able to reflect on own practice with a view to improving work performance. Integrated assessment • Assessment practices must be fair, transparent, valid and reliable and should ensure that no learner is disadvantaged. Learners who wish to be assessed against the competencies in the Qualification and/or associated Unit Standards should direct enquiries to the relevant ETQA. Kopiereg ©<strong>Santam</strong> Bpk. 2009 Kursuskode: ASSESS – SPP2 13
Page 1 and 2: Santam Se perSoonlike poliS WerkSop
Page 3 and 4: INHOUD moDUle 1: alGemeen en HUiSin
Page 5 and 6: ILLUSTRASIE NQK - VLAK 10 9 8 7 6 5
Page 7 and 8: All qualifications and unit standar
Page 9 and 10: Learners employed in Short Term Ins
Page 11: Electives have been grouped under t
Page 15 and 16: Australia • Australian Qualificat
Page 17 and 18: • • • • • • FNBFSO1B Wo
Page 19 and 20: Communication NVQ - The Key Skills
Page 21 and 22: Facilitate customer or employee und
Page 23 and 24: • AQF: The following standards ha
Page 25 and 26: Commercial lines No correlating sta
Page 27 and 28: • Manage a business offering fina
Page 29 and 30: • Investigative practices and gui
Page 31 and 32: Computer literacy • NVQ: The Key
Page 33 and 34: MODERATION OPTIONS This Qualificati
Page 35 and 36: elective 13912 elective 114952 elec
Page 37 and 38: elective 120129 Demonstrate knowled
Page 39 and 40: DIE FASILITEERDER SE ROL 1. Die fas
Page 41 and 42: NASIONALE STANDAARD (*) Die vlak va
Page 43 and 44: APPÈLVORM Aan: Die Assessorsbestuu
Page 45 and 46: UNIT STANDARDS Unit standard title:
Page 47 and 48: Unit standard title: Demonstrate kn
Page 49 and 50: Unit standard title: Demonstrate kn
Page 51 and 52: NO. OUTCOME ASSESSMENT CRITERIA aC3
Page 53 and 54: Unit standard title: Apply technica
Page 55 and 56: ASSESSMENT CONTRACT EJW Copy Qualif
Page 57 and 58: STATEMENT/QUESTION YES/NO Were you
Page 59 and 60: PLAAS ’N GESERTIFISEERDE AFSKRIF
Page 61 and 62: KURSUSINLEIDING Hierdie uitkomsgeba
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EVALUASIE VAN ASSESS-SPP2 Evaluasie
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MODULE 1: ALGEMEEN EN HUISINHOUD Ja
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OPDRAG 1 Met jou besoek aan mnr. X
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VRAAG 7 Mnr. X meld dat sy oudste s
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• c. Die skedule dateer nege maan
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Aanbevelings Kopiereg ©Santam Bpk.
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OPDRAG 3 Daar volg vrae ná die vol
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Deel (B) (Vervolg) 6. EETKAMER 9. B
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VRAAG 3 Van die glasornamente is in
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VRAAG 8 Mnr. X se jongste seun is o
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VRAAG 10 Mnr. X huur ook ’n woons
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SANTAM SE PERSOONLIKE POLIS AANSOEK
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DEEL 1 - EIENDOMSVERSEKERING HUISIN
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NOTAS
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