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Accounting Assignment Task

Assignment: Insurance case study
This assessment requires you to apply legislation and the principles of professionalism to a standard insurance situation.
Background information
Aotearoa Insurance is a licensed insurer and Qualifying Financial Entity (QFE).

It has a comprehensive set of policies, procedures and guidelines, which are designed to ensure the insurer complies with all relevant legislation and code of practice principles. All staff must adhere to these policies, procedures and guidelines.
David works as a Claims Consultant for Aotearoa Insurance. His responsibilities are limited to processing claims and guiding customers through the claims process. He is a salaried employee.
Read the following transcript of a call David takes from a customer, Kate. As you read through the conversation, identify where specific Acts or principles of professionalism apply, and determine whether David and Aotearoa Insurance demonstrate compliance or non-­­compliance with that Act or principle of professionalism.This will prepare you for the questions in the assessment.

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  • Posted on : September 28th, 2018
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