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PR 2 0 . Case study: Communicating with a client This task will be completed at a suitable time arranged with your Teacher during class,
PR Case study: Communicating with a client
This task will be completed at a suitable time arranged with your Teacher during class, it must be completed before the due date for the submission of the whole Project.
This task simulates students being able to communicate with a client. You are required to use active listening skills and questioning techniques to obtain information from your client in order to understand their needs and provide them advise based upon their circumstances.
Your teacher will assume the role of the client, explain their circumstances, and provide you an opportunity to ask appropriate questions in order to understand his or her needs so you are able to provide the appropriate insurance advice and explain why they should consider that insurance product.
To prepare for this task, ensure you review these three types of insurance products:
oPublic Liability Insurance
oProduct liability Insurance
oProfessional indemnity Insurance
In order to answer this case study, you are required to:
Listen collect, and collate the clients information in order to identify the clients circumstancesrelevant to applicable consumer law matters,
Research the current laws to identify the applicable legal principles relevant to the clients
Analyse the legal issues and risks associated for these clients businesses,
Seek advice and guidance of a legal specialist if required, and
Ensure you apply this knowledge when providing insurance advice.
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