BSB40920 Certificate IV in Project Management Practice – For the Insurance Industry

BSB40920 Certificate IV in Project Management Practice

Empowering Insurance Team Leaders for High-Impact Project Delivery
Courses start in June, July and August 2025.
Apply now for $3950 for full qualification!

For the Organisation

Why is project management training a perfect fit for Insurance Brokerages:

✅ Build efficiency and consistency across client services and operations
✅ Empower team leaders to manage deadlines, priorities, and risks more effectively
✅ Strengthen internal collaboration across departments and external stakeholder
✅ Boost compliance and quality control in complex insurance processes
✅ Attract and retain top talent by investing in their professional growth
✅ Upskill employees in the use of AI in project management

Flexible Learning, Immediate Results

This course is designed to fit the schedule of working professionals.

Delivered online or in the workplace, it allows participants to apply their learning in real-time within the insurance environment with minimal disruption to your team’s productivity.

Group training options and tailored pathways are available.

We would like the opportunity to speak with you or your training and HR team about how this qualification could benefit your brokerage.

Please let us know a convenient time for a brief call!

Proposed Schedule – or create a schedule for your own group of a minimum of six people

Course Schedule:

Tutorial Support (Available for all enrolled learners)

For the Individual

How does completing the BSB40920 Certificate IV in Project Management Practice benefit the individual insurance professional, whether you’re in a team leader role, client service, claims, compliance, or operations?

● You’ll deliver better results for your clients and your team.
● You become a go-to person for problem-solving and innovation.
● Your manager will see you as proactive, forward-thinking, and ready for bigger responsibilities.

1. Sharpen Your Organizational & Planning Skills

• Manage your time, tasks, and deadlines more efficiently using structured project frameworks.
• Prioritize workloads during high-volume periods (like renewals or EOFY audits).

2. Lead Internal and External Projects with Confidence

• Gain the tools to lead initiatives — from implementing a new CRM to improving claims handling workflows.
• Learn how to set clear objectives, manage risks, and engage stakeholders effectively.

3. Stand Out for Promotions or New Opportunities

• A nationally recognised qualification boosts your resume and demonstrates leadership capability.
• Ideal for stepping into team leader, training, or operations management roles within a brokerage.

4. Improve Collaboration and Communication

• Learn how to communicate clearly across departments, with underwriters, and with clients.
• Helps you align expectations, reduce misunderstandings, and manage stakeholder relationships.

5. Apply Skills Immediately at Work

• The course is practical — you’ll work on real or simulated projects relevant to your job.
• You can apply the tools and templates right away in team meetings, process planning, or client onboarding.

6. Understand Business Strategy and Change

• Learn how projects fit into broader organizational goals and how to manage change smoothly.
• Understand how risk, scope, cost, and quality intersect in service delivery and business growth.

7. Build Confidence in Leading Teams or Initiatives

• Whether you’re running a compliance project or managing a new team structure, this course builds your ability to lead with purpose and structure.

Course Content

In the competitive insurance sector, team leaders are expected to manage diverse responsibilities — from workflow coordination and compliance projects to client service improvement and team development. This nationally recognised qualification equips team leaders with practical skills in scope, time, quality, cost, risk and stakeholder management — all directly applicable to the operational needs of insurance brokerages.

Outcomes by Unit

BSBPMG420 – Apply project scope management techniques
Learn how to define and control project boundaries. For team leaders, this means managing claims, compliance audits or system upgrades more effectively by identifying what is and isn’t included in a project and avoiding scope creep.

BSBPMG421 – Apply project time management techniques
Gain skills in developing schedules, setting deadlines and monitoring progress. This helps team leaders balance policy renewals, team meetings, and internal process improvement within tight timelines.

BSBPMG422 – Apply project quality management techniques
Ensure outcomes meet required standards. In an insurance brokerage, this means leading process improvements that enhance accuracy in client communications, application handling, and compliance documentation.

BSBPMG423 – Apply project cost management techniques
Plan and control budgets. This supports team leaders in managing operational changes, technology updates, or marketing initiatives with clear cost awareness.

BSBPMG424 – Apply project human resources management approaches
Strengthen team leadership skills by allocating resources, resolving personnel issues, and improving morale. This is vital for managing cross-functional insurance teams during periods of change.

BSBPMG426 – Apply project risk management techniques
Identify and mitigate risks that could affect client relationships, compliance, or reputation. This unit helps team leaders apply structured risk responses within daily brokerage operations.

BSBPMG427 – Apply project procurement procedures
Gain capability in procuring services and managing external vendors. This is useful when coordinating external assessors, digital platforms, or IT services.

BSBPMG428 – Apply project stakeholder engagement techniques
Effectively engage clients, internal stakeholders and external partners. A crucial skill for insurance leaders who need to align expectations across departments and policyholders.

Flexible Learning, Immediate Results
This course is designed to fit the schedule of working professionals. Delivered online or in the workplace, it allows participants to apply their learning in real-time within the insurance environment. Group training options and tailored pathways are available for brokerages.

Let’s Connect

To learn more about how this qualification can support your team leaders and business goals, contact us today.

Anne Buhagiar
CEO | Creative Vision Training RTO
Registration No. 46013

📞 0432 805 882
📧 anne@creativevisiontraining.edu.au
🌐 www.creativevisiontraining.edu.au