The qualifying learner is capable of explaining the law of contract as applied in insurance, explaining the application of legal capacity in an insurance contract, interpreting the basic principles required for an insurance contract to be legally binding, and evaluating a proposed insurance contract.
The qualifying learner is capable of explaining the principles of impressive customer service in the context of a specific industry and organisation, applying knowledge of personality styles to respond appropriately to a customer, analysing information in order to provide customer service, suggesting innovative solutions to respond to queries and improve customer service, and managing the relationship to retain customers.
The qualifying learner is capable of explaining the concept of ethics in relation to property and personal rights, describing the role of a code of conduct in a business environment, applying different ethical principles in a specific context, and making decisions based on a corporate code of ethics.
The qualifying learner is capable of explaining the concept of insurable risk, distinguishing between insurable and non-insurable risks, explaining the principle of average in relation to cover in short term insurance, and applying categories and classes of insurance to categories of risk.
The qualifying learner is capable of explaining how liabilities could arise within an organisation, explaining how liabilities are linked to corporate governance, describing the risks associated with non-compliance or non-activity, and investigating evidence of compliance or non-compliance in an organisation.
The qualifying learner is capable of analysing own role and the risk associated with performance at work, demonstrating knowledge and understanding of work procedures and the risk of non-compliance, suggesting ways of managing risk in own work situation, and analysing the behaviours and attitudes that constitute positive and negative risk in the workplace.
The qualifying learner is capable of responding critically yet sensitively as a listener, analysing own responses to spoken texts and adjusting as required, using strategies to be an effective speaker in sustained oral interactions, and evaluating spoken discourse.
The qualifying learner is capable of explaining disclosure as required in a financial sales process, demonstrating the disclosure process during a sales interview, producing documents to prove credentials and confirm the required disclosure, and explaining the consequences of non-compliance with regulations.
Gain an understanding of how contract law applies within the insurance industry, including legal capacity, binding agreements, and evaluation of insurance contracts.
Develop the ability to deliver excellent customer service by understanding customer expectations, communication techniques, and problem resolution within your industry context.
Explore ethical principles and practices in a business setting, promoting integrity and accountability to combat potential or real corruption.
Understand what constitutes insurable risk and apply this knowledge to evaluate and manage risks in an insurance context.
Identify compliance responsibilities and consequences of non-compliance in business operations, highlighting civil and criminal liability risks.
Learn how to identify, assess, and manage risks specific to your role and workplace, fostering a proactive risk management culture.
Enhance your verbal communication skills, focusing on clarity, coherence, and the ability to critically evaluate spoken information.
Understand and implement legal disclosure requirements during financial transactions, ensuring compliance and building client trust.
This course provides an overview of the insurance landscape, exploring how the industry operates within a regulatory, economic, and social framework. Learners will gain insights into the roles of key stakeholders, industry structures, and how external factors influence insurance practice in South Africa.