SDP WORKSHOP Pilot Group: Insurance Underwriter Lessons Learnt - - PowerPoint PPT Presentation

SDP – WORKSHOP

Pilot Group: Insurance Underwriter Lessons Learnt 2017 to 2019

In Introduction

ITEM Description Number of Learners 35 + 2 RPL (INSETA Funded) Profile of Learners (Current Employment) Underwriters Junior Underwriters No Underwriting Experience Approach & Purpose To Upskill Employed Workers To Formalise Qualifications Industry Focus Formal – Insurance Sector & Sub-Sectors Short Term Long Term Medical Re-Insurance Learner Recruitment Nominatios by Employer Screened by INSETA Curriculum Duration 12 – 18 Months 3 Months RPL Mentor Profile Preferably current manager/supervisor of learner Extensive experience in Underwriting

First Final Assessment = EIS ISA

No of Learners Submitted EISA Entry Packs = 20 No of Learners Wrote Mock Examinations = 17 No of Learners Wrote EISA Examination = 16 Date of EISA Examination = 6th December 2018 Venue of EISA Examination = Batseta Midrand No of Assessors Used = 1 No of Moderators Used = 1 Profile of EISA Moderation Panel:

• CEP Members ( ST, LT and Medical)
• Prof Body Representative

IN INSETA Support & Monitoring

Type of Support:

• 1. Development/ review of qualification – delegated role
• 2. Development and review of learner material
• 3. Funding for training delivery for pilot- other vehicles are

Learnership and Bursary funding

• 4. Funding for Assessment Venue & Marking Services
• 5. Support for Certification

Type of Monitoring:

• 1. Learner/mentor experiences
• 2. Appropriateness of formative assessment tasks
• 3. SDP/Facilitator performance
• 4. POE & EISA pack submission
• 5. On-going review of learner materials

Findings from Monitoring

 Mentors needed more workshopping by SDP to understand their roles as mentor.  Learners struggled with finance/calculation related content of the qualification.  Both mentors and learners complained about time versus their workload.  The concept of an External Examination (EISA) and its conditions was widely accepted.  Learners NOT exposed to Underwriting (experience

• r mentor) were finding the program challenging.

Areas of Im Improvement

Stricter or improved selection of learners and mentors. No chopping & changing of facilitators – enhanced expertise required in delivery of knowledge and practical modules. Better preparation of EISA candidates for

• examination. Less

focus on theory delivery and more focus on application to underwriting cases and scenarios Review of qualification and / or learner material Increased SDP support to Mentors &

• Employers. A

mentoring agreement is recommended Relevant work exposure and relevant coaching by provider (SMEs) on practicals.

What to consider as a SDP when preparing for implementation

a) Recruitment of learners, mentors to support implementation. b) Registration of learners on QCTO System (File 01 & File 02). c) Implementation plan for the rolling out of the modules. d) System for the collection/storage of learner evidence & POEs. e) Establish a learner support system to assist learners throughout the training duration.

Monitoring & Support Visits (A (AQP/QCTO)

 SDP to prepare a schedule for physical monitoring by AQP:

• learner experiences
• facilitator support
• mentor support
• general verifications (POE)

 QCTO conducts desk-top monitoring/verification based on information supplied via its learner

• portal. In addition, the QCTO conducts

monitoring visits to the training delivery sites and the office of the SDP

IN INSETA AQP Monitoring by QCT CTO

• Confirmation of learner registration on QCTO

system

• Drafting and approval of a QAS Addendum (

exam blueprint)

• EISA exam marking memo discussion
• EISA results moderation meeting
• EISA exam invigilation monitoring

Thanks you End of f Presentation