SAQA

All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.

SOUTH AFRICAN QUALIFICATIONS AUTHORITY

REGISTERED QUALIFICATION THAT HAS PASSED THE END DATE:

National Certificate: Insurance Administration

SAQA QUAL ID	QUALIFICATION TITLE
14657	National Certificate: Insurance Administration
ORIGINATOR
SGB Financial Services
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY			NQF SUB-FRAMEWORK
INSETA - Insurance Sector Education and Training Authority			OQSF - Occupational Qualifications Sub-framework
QUALIFICATION TYPE	FIELD		SUBFIELD
National Certificate	Field 03 - Business, Commerce and Management Studies		Finance, Economics and Accounting
ABET BAND	MINIMUM CREDITS	PRE-2009 NQF LEVEL	NQF LEVEL	QUAL CLASS
Undefined	120	Level 2	NQF Level 02	Regular-Unit Stds Based
REGISTRATION STATUS		SAQA DECISION NUMBER	REGISTRATION START DATE	REGISTRATION END DATE
Passed the End Date - Status was "Registered"		SAQA 0635/01	2001-04-18	2004-04-18
LAST DATE FOR ENROLMENT		LAST DATE FOR ACHIEVEMENT
2005-04-18		2008-04-18

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.

This qualification does not replace any other qualification and is not replaced by any other qualification.

PURPOSE AND RATIONALE OF THE QUALIFICATION

The purpose of the qualification is to build knowledge and skill required by entry level employees in insurance administration who have had schooling below NQF level 4.
It is intended to empower learners to acquire knowledge, skills, attitudes and values required to operate confidently as individuals in the South African community and to respond to the challenges of the economic environment and changing world of work in the insurance industry.

As an entry level qualification that covers insurance related learning of a general nature, it provides a framework for learners to develop life competencies that will enable them to manage their own finances and make informed decisions about career choices.
It provides a broad introduction to the financial services industry and the insurance sector.
It introduces some theoretical concepts, addresses a broad base of knowledge at a basic level of comprehension and requires a narrow range of skills that will enable learners to be informed workers in the industry.
It provides a balanced learning experience that allows flexible access to further education, life long learning, higher education and to productive employment in a range of occupational contexts within the insurance sector. It provides an opportunity for learners to learn basic academic skills in relation to the workplace and will provide them with skills to adapt to changes in work in the industry.

The National Certificate in Insurance Administration: Level 2 is intended for entry level administration and clerical personnel employed in the insurance sector and other learners who intend to follow a career in insurance. Practical competence is within a limited range of choice and familiar contexts. The focus is on knowledge, skills, values and attitudes in relation to the learner`s own context and experience of the world of work.

Qualifying learners are able to:

Identify the various sectors of financial services and the role that insurance plays in the industry.

Explain the structure of the insurance industry in South Africa.

Understand the nature of the insurance market in South Africa.

Understand the structure of an insurance company as a workplace

Keep informed about current affairs related to the insurance sector.

Behave in a professional manner in the insurance environment.

Identify the need for insurance organisations to keep records as evidence of transactions.

Depending on the unit standards selected as electives, the learner will become competent in basic skills relating to

Customer service

Data capture

Mail room processes

Time management

Health and safety

Filing

Use of office equipment

Basic first aid

HIV/AIDS.

Democracy and Human Rights

Use of computers

These unit standards are intended as building blocks for the development of basic skills that will make the learner a more fulfilled, informed, efficient and cost effective worker in the industry. This should result, in turn, in more effective and efficient service to the consumer and should make the industry more competitive in the global market.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

The unit standards that make up the certificate are the starting point for a learner in insurance and bridge the gap between Level 1 and/or GETC and the proposed certificate on level 3. Only competence in communication and mathematical literacy at NQF level 1 are assumed.

RECOGNISE PREVIOUS LEARNING?

EXIT LEVEL OUTCOMES

A qualifying learner should

Recognise the diversity of people who make up the insurance market.

Understand the structure and functions of an insurance company.

Make decisions about his/her possible career path in insurance.

Make decisions about his/her own financial and insurance needs.

Operate as an informed employee in an insurance workplace.

Understand the structure and market of the insurance industry in South Africa.

Be competent in some of the skills needed by entry level personnel with a view to multi-skilling.

Know why selected procedures are necessary and the implications for a company when employees do not follow required procedures.

Within the range of

Basic knowledge and skills.

Process and operational knowledge.

Application of semi routine procedures.

In situations that present a limited range of options.

The learner is able to demonstrate ability to

Identify and solve problems related to his/her own life, career and insurance needs in which responses show that responsible decisions using critical and creative thinking have been made.

Work effectively with others as a member of a team, group, organisation or community as at this level work is under general supervision and quality control. 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.

Collect, organise and critically evaluate information. These competencies are built into the assessment criteria in many of the unit standards.

Communicate effectively using visual, mathematics and language skills and financial literacy 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 insurance environment is technology driven and very few activities take place without the application of technology.

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 learners` part in the big picture and how his/her actions have implications up and down the line.

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 the insurance industry.

Participating as a responsible citizen in the life of local, national and global communities by learning about and participating in matters such as health and safety, HIV/AIDS and first aid as a responsible worker in the insurance environment.

Being culturally and aesthetically sensitive across a range of social contexts in dealing with diverse people in the workplace.

Exploring education and career opportunities in investigating different work and roles in the insurance workplace.

ASSOCIATED ASSESSMENT CRITERIA

Assessment practices must be fair, transparent, valid, reliable and should ensure that no learner is disadvantaged. Learners who wish to be assessed against this qualification should direct enquiries to the Insurance Sector Quality Authority, INSQA.

The focus of assessment must be on the assessment of the learning outcomes rather than learning outputs.
The Specific Outcomes guide the learning and training process towards the outcomes on a continuous basis.
The purpose is to determine whether the outcomes have been attained. Situations should present a limited range of options. Applications should be semi-routine and predictable.

Learning, teaching and assessment are inextricably linked. Where appropriate, assessment of knowledge, skills, attitudes and values indicated in the various unit standards should be integrated. Assessment in communication, mathematical literacy and financial literacy should use authentic insurance contexts wherever practical.

Assessment has a formative monitoring function. Formative assessment should be used to assess gaps in the learner`s skill and knowledge and to indicate where there is a need for expanded opportunities. The goal is to promote learning and to assess the efficacy of the teaching and learning process. Feedback from assessment informs teaching and learning and allows for the critique of outcomes, methodology and materials. Formative assessment is diagnostic and as such it should guide the learner and the trainer. It is continuous and is used to plan appropriate learning experiences to meet the learner`s needs. It provides information about problems experienced at different stages in the learning process. As it is criterion referenced, if the learner has met the assessment criteria, s/he has achieved the outcomes.

Assessment should also have a summative component. Summative assessment should be used on completion of a unit Standard, but should not be the only form of assessment.

A variety of methods must be used in assessment and tools and activities must be appropriate to the context in which the learner is working. Assessment should take place in an authentic context as far as is possible. Where it is not possible to assess competence in the workplace, simulations, case studies and other similar techniques should be used to provide a context appropriate to the assessment.

Integration implies that theoretical and practical components should, where possible, be assessed together.

Integrative techniques should be used to assess applied competence. Learners should be required to demonstrate that they can perform the outcomes with understanding and insight.

Assessment should ensure that all the Specific Outcomes, embedded knowledge and Critical Cross Field Outcomes in the unit standards are evaluated. Assessment of the Critical Cross-Field Outcomes should be integrated with the assessment of the Specific Outcomes.

MODERATION OPTIONS

This qualification will be internally assessed by the provider and moderated by a moderator registered by the Insurance Sector Quality Authority (INSQA) or a relevant accredited ETQA. The mechanisms and requirements for moderation will be contained in the document obtainable from INSQA in 2001,
INSQA framework for assessment and moderation.

Assessors must be registered with INSQA or a relevant accredited ETQA.

Moderators, competent at the level of the qualification, are registered by INSQA or a relevant accredited ETQA to ensure that the standard across assessors is consistent.

Moderators are required to be competent in assessment practices.

Moderators are required to report to INSQA or a relevant accredited ETQA. (See INSQA framework and guidelines for assessment and moderation for details.)

Institutions and providers offering learning that will lead to the achievement of the National Certificate in Insurance Administration: Level 2 must be accredited as providers with INSQA or a relevant accredited ETQA.

INSQA or a relevant accredited ETQA will monitor and quality assure moderation and assessment according to guidelines in the qualification and INSQA procedures.

INSQA or a relevant accredited ETQA will assure the quality of all learning programmes in collaboration with other SETAS in different economic sectors.

CRITERIA FOR THE REGISTRATION OF ASSESSORS

Assessors must be registered with INSQA or a relevant accredited ETQA.

Moderators, competent at the level of the qualification, are registered by INSQA or a relevant accredited ETQA to ensure that the standard across assessors is consistent.

Moderators are required to be competent in assessment practices.

Moderators are required to report to INSQA or to a relevant accredited ETQA. (See INSQA framework and guidelines for assessment and moderation for details.)

INSQA or a relevant accredited ETQA will monitor and quality assure moderation and assessment according to guidelines in the qualification and INSQA procedures.

INSQA will assure the quality of all learning programmes in collaboration with other SETAS in different economic sectors.

UNIT STANDARDS:

	ID	UNIT STANDARD TITLE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Core	8096	Behave in a professional manner in a business environment such as an insurance workplace	Level 2	NQF Level 02	5
Core	8077	Demonstrate an understanding of the structure of the insurance sector in South Africa	Level 2	NQF Level 02	8
Core	8097	Identify the types of records required in the insurance industry and understand why it is necessary to create evidence and maintain confidentiality	Level 2	NQF Level 02	5
Core	8105	Indicate the sub-sectors of the Financial Services industry and the role of Insurance in the industry	Level 2	NQF Level 02	9
Core	8078	Investigate the structure of an insurance company as a workplace	Level 2	NQF Level 02	10
Core	8095	Keep informed about current affairs related to financial services in general and insurance in particular	Level 2	NQF Level 02	10
Core	8076	Understand the nature of the insurance market in South Africa	Level 2	NQF Level 02	5
Fundamental	8963	Access and use information from texts	Level 2	NQF Level 02	5
Fundamental	9009	Apply basic knowledge of statistics and probability to influence the use of data and procedures in order to investigate life related problems	Level 2	NQF Level 02	3
Fundamental	7480	Demonstrate understanding of rational and irrational numbers and number systems	Level 2	NQF Level 02	3
Fundamental	10717	Examine the applications of the Basic Conditions of Employment Act and its effect on earnings in own contract	Level 2	NQF Level 02	2
Fundamental	10716	Examine the costs and benefits of using banking institutions for the managing of personal finances	Level 2	NQF Level 02	3
Fundamental	10715	Investigate credit in own circumstances	Level 2	NQF Level 02	3
Fundamental	8962	Maintain and adapt oral communication	Level 2	NQF Level 02	5
Fundamental	12444	Measure, estimate and calculate physical quantities and explore, describe and represent geometrical relationships in 2-dimensions in different life or workplace contexts	Level 2	NQF Level 02	3
Fundamental	10718	Use a personal budget to manage own money	Level 2	NQF Level 02	3
Fundamental	7469	Use mathematics to investigate and monitor the financial aspects of personal and community life	Level 2	NQF Level 02	2
Fundamental	9007	Work with a range of patterns and functions and solve problems	Level 2	NQF Level 02	5
Fundamental	8964	Write for a defined context	Level 2	NQF Level 02	5
Elective	12546	Demonstrate knowledge and understanding of the individual`s basic rights and responsibilities under a group retirement fund	Level 1	NQF Level 01	1
Elective	12549	Demonstrate knowledge and understanding of the individual`s basic rights and responsibilities under a medical scheme	Level 1	NQF Level 01	1
Elective	8098	Attend to customer enquiries in the insurance sector	Level 2	NQF Level 02	2
Elective	110064	Contribute to the health, safety and security of the workplace	Level 2	NQF Level 02	4
Elective	7572	Demonstrate knowledge of and produce computer spreadsheets using basic functions	Level 2	NQF Level 02	3
Elective	7568	Demonstrate knowledge of and produce word processing documents using basic functions	Level 2	NQF Level 02	3
Elective	7571	Demonstrate the ability to use electronic mail software to send and receive messages	Level 2	NQF Level 02	3
Elective	7546	Describe the application and impact as well as social implications of information technology	Level 2	NQF Level 02	5
Elective	8103	Maintain an existing information system in an insurance environment	Level 2	NQF Level 02	3
Elective	8101	Manage time and the work process within the insurance environment	Level 2	NQF Level 02	2
Elective	7547	Operate a personal computer system	Level 2	NQF Level 02	6
Elective	8104	Operate and take care of equipment in an office environment	Level 2	NQF Level 02	2
Elective	7566	Operate personal computer peripherals	Level 2	NQF Level 02	3
Elective	9350	Process numerical data and text information in an insurance environment	Level 2	NQF Level 02	2
Elective	8100	Receive, distribute and dispatch mail in an insurance environment	Level 2	NQF Level 02	2
Elective	9356	Recognise the effects of HIV/AIDS in the insurance industry and workplace, and indicate the precautions that are necessary to avoid unnecessary transmission of the HI Virus	Level 2	NQF Level 02	4
Elective	12548	Demonstrate ability to use and interpret texts that apply to the role and responsibilities of trustees of Retirement Funds	Level 3	NQF Level 03	4
Elective	12550	Demonstrate knowledge and understanding of the role functions and responsibilities of Trustees of Medical Schemes	Level 3	NQF Level 03	4
Elective	12547	Demonstrate knowledge and understanding of the role, functions and duties of trustees of Retirement Funds	Level 3	NQF Level 03	4

LEARNING PROGRAMMES RECORDED AGAINST THIS QUALIFICATION:

NONE

PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS QUALIFICATION:

This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.

NONE