Apply technical Applies Portfolio Fail knowledge and technical Reflective Pass experience to knowledge and discussion Distinction deliver positive experience outcomes for effectively to stakeholders. exceed. Use technical Uses technical Portfolio Fail knowledge and knowledge and Reflective Pass experience to experience to discussion Distinction proactively identify make opportunities for innovative improvement. for improvement which balance the needs of stakeholders, stating clearly the objectives and operational considerations. Interpret legal and No distinction Portfolio Fail insurance principles differentiator. Reflective Pass to evaluate and discussion resolve problems and queries. Apply knowledge of Is proactive in Portfolio Fail the market expanding and Reflective Pass structure and its sharing discussion Distinction processes, knowledge of procedures and the market documentation to a structure and range of complex its processes, situations. procedures and 2.2 Relationship development Can proactively identify, generate and develop relationships and networks that support the role, including but not limited to internal/external/market led/professional and peer relationships. Can leverage relationships to improve the reliability of customer service based on customer feedback. Engages with and supports colleagues so that they are empowered to resolve customers’ issues within organisational guidelines. The apprentice The can: consistently apprentice:
Apply technical knowledge and experience to deliver positive outcomes for stakeholders. Applies technical knowledge and experience effectively to exceed. Portfolio Reflective discussion Fail Pass Distinction Use technical knowledge and experience to proactively identify opportunities for improvement. Uses technical knowledge and experience to make innovative for improvement which balance the needs of stakeholders, stating clearly the objectives and operational considerations. Portfolio Reflective discussion Fail Pass Distinction Interpret legal and insurance principles to evaluate and resolve problems and queries. No distinction differentiator. Portfolio Reflective discussion Fail Pass Apply knowledge of the market structure and its processes, procedures and documentation to a range of complex situations. Is proactive in expanding and sharing knowledge of the market structure and its processes, procedures and Portfolio Reflective discussion Fail Pass Distinction 2.2 Relationship development Can proactively identify, generate and develop relationships and networks that support the role, including but not limited to internal/external/market led/professional and peer relationships. Can leverage relationships to improve the reliability of customer service based on customer feedback. Engages with and supports colleagues so that they are empowered to resolve customers’ issues within organisational guidelines. The apprentice can: The consistently apprentice: