IPL3 K9
K9- Fraud indicators specific to the claims handled including the potential consequences of not managing risk.
Archives: KSB
IPL3 K8
K8- Verify and record customer identity, in accordance with data protection (GDPR), Financial Conduct Authority (FCA) regulation Anti-Money Laundering/Combating the Financing of Terrorism (AML/CFT) and…
IPL3 K7
K7- Techniques for verifying and recording customer information securely using an IT system.
IPL3 K6
K6- Techniques for working compliantly, including the insurance policies and procedures to be followed.
IPL3 K5
K5- The principles of data integrity, including its importance and application.
IPL3 K4
K4- Engage with all relevant stakeholders – internal and/or external, to ensure successful insurance conclusions within the limits of their authority.
IPL3 K3
K3- Take appropriate action on insurance issues within the limits of own authority and the relevant escalation procedures.
IPL3 K2
K2- The range of potential insurance data and other information sources and how to use this to make informed judgements.
IPL3 K1
K1- How own role supports the insurance organisation’s strategic vision, commercial aims and objectives.
TAL3 B5(b)
Team working, collaboration/ engagement B5(b) Engage professionally as appropriate with outside professionals.