Oktober Edition 2016

MINISTRY OF EDUCATION, MALAYSIA

VOCATIONAL COLLEGE CURRICULUM STANDARD

COURSE INFORMATION

PROGRAMME : INSURANCE

COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING

ADMINISTRATION

CODE NAME : BIN 2033

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 client completed proposal form

2. Check completeness of information
3. Prepare motor policy quotation
4. Receive payment from client
5. Generate cover note

COURSE DESCRIPTION

The person who is competent in this course shall be able to provide competence underwriting administration personnel
to ensure client satisfaction in accordance with Insurance Act 1963 and Takaful Act 1984. The trainee will be able to check
proposal form, prepare motor policy quotation and generate cover note for client.

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2033

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

12 HOURS 1. DETERMINE CLIENT 1.1 Identify owner and vehicle 1.1.1 Define owner and vehicle information
(2 WEEKS) COMPLETED PROPOSAL information related according to standard policy motor
FORM insurance.

1.1.2 List types of motor insurance/ takaful

coverage according to standard policy
motor insurance.

1.2 Identify agent code and 1.2.1 State agent code and name according
name. to insurer

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CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2033

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

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18 HOURS 2. DETERMINE 2.1 Identify vehicle information 2.1.1 Define types of vehicle and year of
( 3 WEEKS) COMPLETENESS OF completeness.. manufacture based on grant.
INFORMATION
2.1.2 Define vehicle value according to
market

2.1.3 Define expiry date of insurance and

road tax based on insurance previous
2.2 Identify types of coverage. policy.

2.2.1 State types of coverage according to

2.3 Identify ISM function. plan given by insurer.

2.4 Identify No Claim Discount 2.3.1 Define ISM function.

(NCD)
2.5 Identify the causes of NCD
difference between ISM data
and client proposal.
2.4.1 Compute No Claim Discount (NCD)
based on table NCD.
2.5.1 Define causes of NCD difference
between ISM data client proposal.

CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2033

CONTACT
HOUR CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
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18 HOURS 3. CREATE MOTOR POLICY 3.1 Plan policy quotation 3.1.1 Identify policy quotation based on
(3 WEEKS) QUOTATION standard motor insurance.

3.1.2 Key in vehicle particulars based on

grant.

3.1.3 Key in insurance commencement date

according to previous policy .

3.1.4 Key in previous insurance company

based
on previous policy .

3.1.5 Key in additional coverage based on

rider.

3.1.6 Make policy quotation based on

insurance
standard.

3.1.7 Verify acceptance from client

according to
Standard of Procedure.

CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE

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COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2033

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

18 HOURS 4. DETERMINE PAYMENT 4.1. Identify information of payment. 4.1.1. Define method of payment according to
(3 WEEKS) FROM CLIENT Standard of Procedure.

4.1.2. Define frequency of payment according to

Standard of Procedure.

4.1.3. Ensure payment from client collected

according to Policy

4.2. Design official receipt 4.2.1 Make official receipt.

CONTENT AND LEARNING STANDARDS

PROGRAMME : INSURANCE
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COURSE NAME : MOTOR INSURANCE/ TAKAFUL UNDERWRITING ADMINISTRATION

CODE NAME : BIN 2033

CONTACT
CONTENT STANDARD LEARNING STANDARD PERFORMANCE CRITERIA
HOUR

18 HOURS 5. CREATE COVER NOTE 5.1 Identify sanction rating from 5.1.1 Define sanction rating from authority
(3 WEEKS) authority limit limit according to insurance standard.

5.2 Identify vehicle details
according
to JPJ record
5.3 Verify to client for any
discrepancy
5.4 Plan cover note for client.
5.2.1 Define vehicle details according to JPJ
record
5.3.1 Explain to client for any discrepancy
according to Policy.
5.4.1 Make cover note to client.
5.4.2 Deliver cover note to client.

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