Certificate IV in General Insurance

FNS41422

This page is updated when information changes, but it's always best to talk to your training provider to confirm course details before you enrol.

Overview

This qualification reflects the role of those who work in general insurance in a range of organisations. Individuals in these roles apply specialist skills and knowledge to work autonomously and as part of a team. They exercise judgement in completing routine and non-routine activities relating to claims handling, determining risk exposure, dispute resolution, providing customer service and underwriting. They apply solutions to a defined range of general insurance problems and analyse and evaluate information from a variety of relevant sources.

Licensing, legislative, regulatory or certification considerations

Work functions in the occupational areas where this qualification may be used are subject to regulatory requirements. Refer to the relevant regulator for specific guidance on requirements.

  • Financial help

  • Cost

    Course costs can vary by provider and location. Ask your training provider for a cost estimate.

  • On-the-job training

    This traineeship is available:

    • Insurance Officer (General)
  • Entry requirements

    This course doesn't have any entry requirements. It could be a good starting point for your career.

  • Duration

    You complete this course when you’ve learned the skills, not after a set amount of time. The times shown are estimates.

  • Delivery options

    You may be able to access this training in these ways:

    • Workplace-based
    • Some classroom learning
    • Part-time available
    • Partially online
    • Practical learning

Course content

This course is made up of units.

All courses have core units—these are mandatory for completing the course. Most courses also have elective units, which you can choose from to suit your needs and interests. Not all training providers offer every elective, so check with your provider to find out which electives they can offer you.

For more information about course content, talk to your training provider or visit the National Training Register.

Unit Unit type
Apply and maintain knowledge of financial products and services Core
Apply communication strategies in the workplace Core
Conduct work according to professional practices in the financial services industry Core
Analyse and present research information Elective
Analyse data Elective
Analyse insurance claims Elective
Apply risk management strategies to own work Elective
Conduct financial product research to support product recommendations Elective
Contribute to WHS risk management Elective
Coordinate business operational plans Elective
Deliver and monitor a service to customers Elective
Demonstrate leadership in the workplace Elective
Determine client financial requirements and expectations Elective
Develop personal work priorities Elective
Establish client relationship and analyse needs Elective
Evaluate insurance risk for business Elective
Identify and provide initial information to potential new clients Elective
Implement customer service strategies Elective
Issue insurance contracts covering non-routine and complex situations Elective
Lead effective workplace relationships Elective
Lead team effectiveness Elective
Manage handling and settlement of routine insurance claims for retail clients Elective
Manage organisational customer service Elective
Participate in negotiations Elective
Process customer complaints Elective
Provide appropriate services, general advice and products to clients Elective
Provide information on financial products and services to clients Elective
Provide personal advice on non-relevant financial products Elective
Provide Tier 2 general advice in general insurance Elective
Provide Tier 2 personal advice in general insurance Elective
Record and implement client instructions Elective
Survey potential risk exposure Elective
Underwrite insurance business Elective
Use specialist terminology in insurance claims Elective

Job prospects

The Certificate IV in General Insurance sets you up for roles like these, but the skills you learn could take you even further.

  • Insurance Broker

    ANZSCO 222113

    Sell various insurance products on behalf of insurance companies.

    Recommended education level:
    Diploma, Advanced Diploma or Associate Degree

  • Financial Investment Adviser

    ANZSCO 222311

    Offer advice and develop strategies about financial planning, investing, insurance and other financial services.

    Recommended education level:
    Bachelor degree or higher

  • Financial Investment Manager

    ANZSCO 222312

    Manage sums of money and assets on behalf of others; invest funds to bring financial returns for clients.

    Recommended education level:
    Bachelor degree or higher

  • Insurance Consultant

    ANZSCO 552312

    Insurance Consultants prepare and check documentation associated with insurance. They may work in call centres.

    Recommended education level:
    Certificate II or III

  • Insurance Investigator

    ANZSCO 599611

    Insurance Investigators conduct investigations into insurance claims to ensure their validity.

    Recommended education level:
    Certificate III or IV

  • Insurance Risk Surveyor

    ANZSCO 599613

    Insurance Risk Surveyors inspect items and properties to evaluate conditions affecting underwriting standards, and develop and promote safety programs.

    Recommended education level:
    Diploma, Advanced Diploma or Associate Degree

  • Insurance Agent

    ANZSCO 611211

    Insurance Agents represent insurance companies in selling insurance to clients.

    Recommended education level:
    Certificate III or IV

Training providers delivering Certificate IV in General Insurance

It's a good idea to research multiple training providers to make sure you're getting the right training for you.

Showing: 5 providers

How to enrol in this course

To enrol, choose a training provider that offers this course. You can see provider details on this page.

When you find one that you think suits you, visit their website or contact them directly to confirm details like start dates, fees, funding, delivery locations and delivery options.

The provider will guide you through the enrolment process.

Delivery locations can change as students enrol. If you're doing any workplace-based training, like an apprenticeship, this will take place in a different location from your classroom training. Contact your training provider to confirm delivery locations.
Government funding may be available. Contact your training provider to confirm.