ANZIIF Skills Unit Highlight: Communicating and discussing options with clients

Communicating and discussing options with clients GE10001-15
5 weeks duration | 10 CIP points | AUD $375

Attain the skills and knowledge required to give advice on general insurance products and negotiate general insurance policy details with customers. After completing this unit, brokers should be able to effectively identify and assess a client’s needs, risk profile and preferred outcomes; develop and clearly present appropriate insurance strategies and solutions; as well as negotiate policy terms and conditions and obtain formal agreement from the customer. They will also be able to coordinate the implementation of the policy, complete and maintain necessary documentation and provide ongoing services as requested by the client. The unit is aimed at brokers with two or more years of experience who work in large or small businesses dealing with retail and/or commercial clients.

This unit meets the requirements of the AQTF competency ‘FNSASIC302 Develop, present and negotiate client solutions’ and is delivered via ANZIIF as a Registered Training Organisation (RTO 3596).

To enrol or view other Skills Units, visit: or call Jim Brooks, ANZIIF Business Development Manager on 02 9253 5110.

About ANZIIF Skills Units

In today’s ever-changing and competitive insurance landscape, the need for brokers to participate in ongoing education, training and professional development in order to keep their skills and knowledge up to date is essential to keeping clients happy and the bottom line healthy.

ANZIIF’s new education model recognises that brokers are busy and don’t have the time to spend on traditional long-form education when clients need advice and sales have to be made. Our new ANZIIF Skills Units are short and sharp and focus on specific skills that brokers need to grow their business.

To help brokers choose the education that best suits them, we’ll be highlighting units over the coming months here and in Broker Buzz.