Advanced Options:
4. Policy Service
QF Level ( 1234567 )
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4. Policy Service
QF Level
Code
Name
QF Level:
Level 2
Code:
105459L2
Name:
Apply Chinese writing skills to support service delivery
QF Level:
Level 2
Code:
105460L2
Name:
Apply English writing skills to support service delivery
QF Level:
Level 2
Code:
105462L2
Name:
Maintain up-to-date customer records to support daily operations
QF Level:
Level 3
Code:
105485L3
Name:
Make courtesy calls to customers to confirm the receipt of policies
QF Level:
Level 3
Code:
105486L3
Name:
Contact customers for deferred and/or declined applications
QF Level:
Level 3
Code:
105487L3
Name:
Arrange refund to customers via insurance intermediaries
QF Level:
Level 3
Code:
105489L3
Name:
Arrange special premium payments (e.g. by third party, overseas customers)
QF Level:
Level 3
Code:
105491L3
Name:
Review insurance applications and supporting materials
QF Level:
Level 3
Code:
105672L3
Name:
Handle traditional and investment-linked life insurance policy documents
QF Level:
Level 3
Code:
105689L3
Name:
Comprehend fundamental principles and common practices of insurance
QF Level:
Level 4
Code:
105512L4
Name:
Explain to insurance intermediaries on inadequate or incomplete applications
QF Level:
Level 5
Code:
105567L5
Name:
Process customer requests on changes to existing policies
QF Level:
Level 5
Code:
105570L5
Name:
Train staff members to handle calls and evaluate quality of calls
QF Level:
Level 6
No Item
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
Copyright:
- All the Specification of Competency Standards (SCS) for industries and other related materials contained in this website are protected by copyright, which is owned by the Government of the Hong Kong Special Administrative Region.
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- Save the above permitted use, any other use (including without limitation any reproduction, adaptation, distribution, dissemination or making available to the public) of the SCSs is strictly prohibited.
