These are the units City & Guilds Limited registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with City & Guilds Limited. It does the teaching and the mapping. City & Guilds Limited sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
What each unit actually teaches you to do
Advising and supporting clients making a claim in complex insurance cases Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to advising and supporting clients making an insurance claim
- Understand the claims process and the factors to take into account when monitoring the progress of an insurance claim
- Evaluate the circumstances of complex insurance claims
- Liaise with clients regarding the progress of their claims
- Support clients through progressing complex insurance claims
Carrying out a quality audit of insurance work undertaken by suppliers Real unit · City & Guilds Limited
What you'll be able to do
- Understand the factors to consider when carrying out an audit of insurance work undertaken by third party suppliers, including relevant organisational, legal and regulatory requirements
- Understand the roles of third party suppliers of insurance work
- Prepare for carrying out a quality audit of insurance work undertaken by third party suppliers
- Audit the work of third party suppliers
Carrying out audits of insurance claims processes Real unit · City & Guilds Limited
What you'll be able to do
- Understand the purpose of audits of insurance claims processes and the relevant organisational, legal and regulatory requirements
- Prepare for the audit of the insurance claims processes
- Audit claims processes
- Evaluate the outcomes of audits to identify opportunities for enhancements, and any shortfalls occurring
- Report and provide feedback regarding the audit
Contributing to evaluations of potential insurance work in line with organisational objectives Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to their contributing to evaluations of potential insurance work in line with their organisation’s objectives
- Explore and evaluate the fit of potential new insurance work with their organisation’s objectives
- Develop and make reasoned recommendations regarding opportunities for potential new insurance work
Determining and evaluating clients’ insurance requirements for a tailored policy Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to determining clients’ insurance requirements
- Understand the factors to consider when determining clients’ insurance requirements for a tailored policy
- Determine insurance requirements needing particular considerations
- Solicit quotes from appropriate insurers for tailored policies
Determining and reporting trends in insurance business and making recommendations for business development Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to making recommendations for business development
- Determine trends in insurance business of relevance to their organisation
- Make reasoned recommendations regarding how their organisation might progress opportunities for new insurance business
Determining the cover and extent of liability in complex insurance claims Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to determining the cover and extent of liability in insurance claims
- Understand the claims process and the information required when processing complex claims
- Understand the factors to take into account when processing complex insurance claims
- Evaluate the implications of available information for complex insurance claims
- Determine the appropriateness of investigating complex claims
- Manage the progress of complex claims
Encourage new ideas and innovation amongst the work team Real unit · City & Guilds Limited
What you'll be able to do
- Manage ideas of team members
- Manage ideas of team members
- Manage implementation of team members
- Manage implementation of team members
Evaluating and deciding whether to underwrite complex new risks Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to evaluating and deciding whether to underwrite complex new risks
- Understand the factors to consider when evaluating and deciding whether to underwrite complex new risks
- Evaluate the risk exposure of complex new risks
- Make decisions about whether to underwrite complex new risks
Making sure of effective recovery in complex insurance claims Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to making recoveries in insurance claims
- Understand the recovery process in complex insurance claims
- Understand the factors to take into account when progressing recoveries
- Evaluate the available information in determining the appropriateness of pursuing recovery
- Evaluate investigatory actions towards determining responsibility and the opportunity for recovery in complex insurance claims
- Arrange for recoveries to be progressed in complex insurance claims
Managing your own performance, personal development and insurance industry awareness Real unit · City & Guilds Limited
What you'll be able to do
- Understand the UK insurance industry relevant to their area of operations
- Understand how to evaluate their own performance
- Understand how to plan their own development
- Evaluate their own performance
- Evaluate and address the impact of their organisation’s developments in response to relevant trends and developments
- Manage their own development activities
Negotiating and agreeing complex insurance cover on behalf of clients Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and agreeing complex insurance cover on behalf of clients
- Understand the factors to consider when negotiating and agreeing complex insurance cover on behalf of clients
- Evaluate quotations for complex insurance cover for their fit with clients’ requirements
- Negotiate and enhance terms and conditions of proposals for clients
- Progress agreed solutions
Negotiating and determining the conditions under which risk will be underwritten in complex insurance cases Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and determining the conditions under which risk will be underwritten
- Understand the factors to consider when negotiating and determining the conditions under which risk will be underwritten
- Evaluate and determine the conditions under which risk will be underwritten in complex insurance cases
- Negotiate and confirm the terms and conditions under which risk will be underwritten in complex insurance cases
Negotiating and settling complex insurance claims Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and settling complex insurance claims
- Understand the claims process relating to negotiating and settling complex insurance claims
- Understand the factors to take into account when processing complex insurance claims
- Determine the impact of investigations when progressing complex insurance claims
- Negotiate settlements of complex insurance claims
- Progress the settlement of complex insurance claims
Preparing market presentations and soliciting insurance quotations in line with organisational placing policy Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to preparing market presentations and soliciting insurance quotations
- Understand the factors to consider when preparing market presentations and soliciting insurance quotations
- Evaluate all relevant factors in preparing market presentations
- Actively solicit quotations from appropriate underwriters
Progressing complex claims for uninsured losses Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing claims for uninsured losses
- Understand the process for progressing uninsured claims and the information required
- Understand the factors to take into account when progressing complex claims for uninsured losses
- Evaluate the implications of the available information for complex claims for uninsured losses
- Determine the appropriateness of investigating complex claims for uninsured losses
- Progress and negotiate settlement of complex claims for uninsured losses
Progressing complex insurance renewals as an intermediary Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing complex insurance renewals as an intermediary
- Understand the factors to consider when progressing complex insurance renewals as an intermediary
- Evaluate changes for their impact upon complex renewals of insurance cover
- Optimise the solutions for clients who are renewing complex insurance cover
- Progress agreed renewals
Progressing complex mid-term insurance amendments Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing complex mid-term insurance amendments
- Understand the factors to consider when progressing complex mid-term insurance amendments
- Evaluate changes and their impact upon complex mid-term insurance amendments
- Optimise solutions for clients seeking complex mid-term amendments
- Progress agreed amendments
Progressing the underwriting of complex insurance policy alterations and mid-term amendments Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing the underwriting of complex insurance policy alterations and mid-term amendments
- Understand the factors to consider when progressing the underwriting of complex insurance policy alterations and mid-term amendments
- Evaluate and establish the risk exposure of complex alterations
- Price complex alterations
- Agree and progress complex alterations to policies arising from requests for changes and mid-term amendments
Provide learning opportunities for colleagues Real unit · City & Guilds Limited
What you'll be able to do
- Encourage learning and development
- Help colleagues identify their learning needs and styles
- Help colleagues to plan and implement learning and development
- Help colleagues to implement learning opportunities
- Help colleagues to review and update learning and development plans
- Understand how to encourage learning and development
- Understand how to help colleagues identify their learning needs and styles
- Understand how to help colleagues to plan learning and development
- Understand how to help colleagues to implement learning and develop
Providing technical advice and support regarding complex insurance matters to others Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, including its structure and the legal and regulatory requirements relevant to their work
- Understand the factors to consider when communicating and providing advice and support
- Communicate and provide technical advice and support regarding complex insurance matters in ways that are the most appropriate for others
- Provide technical advice and support regarding complex insurance matters that is technically accurate
Undertaking a quality audit of insurance casework within your area of responsibility Real unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance casework processes being audited and the relevant organisational, legal and regulatory requirements
- Prepare for the audit of individual insurance cases
- Audit insurance casework
- Report and provide feedback upon insurance casework
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Assess the needs of clients and prepare London Market presentations
- Standard
Carry out initial assessment and investigate complex insurance claims
- Standard
Contribute to the delivery and achievement of team and business objectives in a financial services environment
- Standard
Effect amendments or renewals to existing insurance contracts
- Standard
Encourage innovative approaches to commissioning activities
- Standard
Monitor Own Underwriting Performance Against Key Performance Indicators
- Standard
Monitor own performance in placing risks or handling claims against key performance indicators
- Standard
Negotiate quotations and insurance cover on behalf of clients
- Standard
Prepare market presentations and obtain insurance quotations
- Standard
Process Complex Insurance Policy Alterations Legacy
- Standard
Process Complex Mid-Term Insurance Amendments
- Standard
Process Straightforward Mid-Term Insurance Amendments
- Standard
Provide Learning Opportunities for Colleagues
- Standard
Provide information to others in a financial services environment
- Standard
Provide learning opportunities for colleagues
- Standard
Provide learning opportunities for colleagues
- Standard
Underwrite Complex New Risks Legacy
- Standard
Underwrite amendments or renewals for existing insurance contracts
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 1 record
- 1 record
- 1 record
- 1 record
- 1 record
- 2 records
Showing 6 roles, drawn from 105 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Claims Team Lead
This role can lead to work as a technical claims specialist, a claims or operations manager, or a training role covering claims staff.
See the whole journeyThe credits, and who awards them
Level 4 credits are regulated, and they are awarded by City & Guilds Limited rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Advising and supporting clients making a claim in complex insurance casesCarrying out a quality audit of insurance work undertaken by suppliersCarrying out audits of insurance claims processesContributing to evaluations of potential insurance work in line with organisational objectivesDetermining and evaluating clients’ insurance requirements for a tailored policyDetermining and reporting trends in insurance business and making recommendations for business developmentDetermining the cover and extent of liability in complex insurance claimsEncourage new ideas and innovation amongst the work team
Each one is a real unit registered against this qualification.
What you leave holding
The standards this credential builds, in the shape the product keeps them
Nothing here is marked learned. There is no learner on a public page, so the map shows what the qualification covers rather than what anybody has done.
- Assess the needs of clients and prepare London Market presentations
- Carry out initial assessment and investigate complex insurance claims
- Contribute to the delivery and achievement of team and business objectives in a financial services environment
- Effect amendments or renewals to existing insurance contracts
- Encourage innovative approaches to commissioning activities
- Monitor Own Underwriting Performance Against Key Performance Indicators
- Monitor own performance in placing risks or handling claims against key performance indicators
- Negotiate quotations and insurance cover on behalf of clients
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
This qualification is closed to new learners.
Ofqual lists it as no longer available to new learners. It cannot be started today. The last day to register was 31 December 2024. People already registered can complete it until 31 December 2026.
Current Level 4 qualificationsThe title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.