Oktober Edition 2016

MINISTRY OF EDUCATION, MALAYSIA

VOCATIONAL COLLEGE CURRICULUM STANDARD

MODULE INFORMATION

PROGRAMME : INSURANCE

PERSONAL ACCIDENT INSURANCE/ TAKAFUL

COURSE NAME :
UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

YEAR/SEMESTER : 1 SEMESTER 2

CREDIT UNIT : 3.0

CONTACT HOUR : FACE TO FACE : 4.0 HOURS / WEEK

NON FACE TO FACE :

COURSE TYPE : VOCATIONAL

PREREQUISITE : -

CORE REQUISITE : -

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COURSE OUTCOMES

At the end of the course, the students should be able to:-

1. Receive and check client completed proposal form

2. Check sum insured and beneficiary detail
3. Check mode of payment
4. Generate cover note
5. Record information into client database

COURSE DESCRIPTION

This course provides the student with competence underwriting personnel in Personal Accident insurance/ takaful underwriting administration to
ensure client satisfaction in accordance with Insurance Act 1963 and Takaful Act 1984

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

10 HOURS 1. DETERMINE CLIENT 1.1 Identify application proposal form 1.1.1 Read of application proposal form issued
(2 WEEKS) COMPLETED PROPOSAL according to insurance standard.
FORM 1.2 Identify client and/or person
covered details completeness 1.2.1 Define client and/or person covered detail
based on Standard of Procedure

1.2.2 Define supporting documents completeness

based on Standard of Procedure

1.2.3 Define client signatories based on Standard

of Procedure

1.2.4 Define client and/or person covered detail

completeness confirmed based on Standard
of Procedure
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1.3 Identify types of personal 1.3.1 Define types of personal accident insurance/
accident insurance/ takaful takaful

CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

10 HOURS 2. DETERMINE SUM INSURED 2.1 Verify of sum covered level 2.1.1 Define validity of sum covered level (for group)
(2 WEEKS) (for group) according to insurer.

2.1.2 Estimate amount to be insured according to

policy.

2.1.3 Define acceptance from customer for any

changes in coverage according to policy.

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

10 HOURS 3. CHECK BENEFICIARY 3.1 Determine beneficiary details 3.1.1 Define Nomination Acts for beneficiary details
(2 WEEKS) DETAIL FORM completeness. according to insurance standard.

3.1.2 State beneficiary details according to

insurance standard.

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

10 HOURS 4. IDENTIFY MODE OF 4.1 Define mode of payment 4.1.1 List method of payment according to
(2 WEEKS) PAYMENT information accuracy. insurance standard.

4.1.2 State frequency of payment according to

insurance standard.

4.1.3 Verify client payment receipt according to

insurance standard.

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

10 HOURS 5. CREATE COVER NOTE 5.1 Identify sanction rating from 5.1.1 Define sanction rating from authority
(2 WEEKS) authority limit. limit
according to insurance standard.
5.2 Plan cover note for client.
5.2.1. Make cover note to client according to
insurance standard.

5.2.2 Deliver cover note to client based on

Standard of Procedure

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : PERSONAL ACCIDENT INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2023

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

20 HOURS 6. COMPILE INFORMATION 4.1. Record client information into 4.1.1 Determine client database system
(4 WEEKS) INTO CLIENT DATABASE database. according to insurance standard.

4.1.2 Apply computer literature according to

standard of procedure.

4.1.3 Duplicate client data and information by

method of scanning and photocopy
according to standard of procedure.

4.2Deliver application documents for 4.2.1 Key in client information according to

approval and policy processing company database system format
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department.
4.2.2 Submit application documents for approval
to processing department according to
standard of procedure.

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