Insurance agency manager to insurance claims manager
An insurance agency manager already meets 76% of what the insurance claims manager role asks for. The move turns on 5 required skills not yet in the profile.
29.2/ 100
1 How much of what an insurance claims manager is expected to do is already part of an insurance agency manager’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the insurance claims manager role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An insurance claims manager role treats 18 of its required skills as things an insurance agency manager already does. You would walk in with these on day one.
- advise on financial matters
- analyse market financial trends
- corporate social responsibility
- enforce financial policies
- financial analysis
- financial management
What stands in the way is 5 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 30 skills that carry over, these are the ones fewest other occupations ask for. An insurance claims manager role needs them, and most people applying for one will not have them already. This is the part of an insurance agency manager background worth leading with.
- already held lead claim examiners management skills
- already held manage claim files information skills
- already held analyse claim files information skills
- already held review insurance process information skills
- already held create insurance policies communication, collaboration and creativity
- already held insurance market business, administration and law
All 30 carried skills, including the 18 the insurance claims manager role treats as required.
Table 3 · What you may need to learn
The 11 missing skills fall into 3 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn handle incoming insurance claims required
- still to learn manage claims process required
- optional, not held assess customer credibility optional
- optional, not held ensure cross-department cooperation optional
- optional, not held handle customer complaints optional
- optional, not held handle financial disputes optional
- still to learn conduct financial audits required
- still to learn prepare financial auditing reports required
- optional, not held initiate claim file optional
- optional, not held analyse financial risk optional
- still to learn fraud detection required
Table 4 · Where to start
The 3 entries an insurance claims manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 handle incoming insurance claims practise this
- 02 conduct financial audits practise this
- 03 fraud detection study this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 30 skills that carry over
- already held advise on financial matters skill
- already held analyse market financial trends skill
- already held corporate social responsibility knowledge
- already held enforce financial policies skill
- already held financial analysis knowledge
- already held financial management knowledge
- already held financial statements knowledge
- already held follow company standards skill
- already held insurance law knowledge
- already held lead claim examiners skill
- already held liaise with managers skill
- already held manage claim files skill
- already held manage staff skill
- already held organise a damage assessment skill
- already held principles of insurance knowledge
- already held review insurance process skill
- already held strive for company growth skill
- already held types of insurance knowledge
- already held analyse claim files skill
- already held analyse financial performance of a company skill
- already held analyse insurance risk skill
- already held apply technical communication skills skill
- already held create a financial plan skill
- already held create insurance policies skill
- already held estimate damage skill
- already held insurance market knowledge
- already held manage contract disputes skill
- already held manage financial risk skill
- already held plan health and safety procedures skill
- already held recruit employees skill
6 supplementary skills, helpful but not required
- optional, not held assess customer credibility optional
- optional, not held initiate claim file optional
- optional, not held analyse financial risk optional
- optional, not held ensure cross-department cooperation optional
- optional, not held handle customer complaints optional
- optional, not held handle financial disputes optional
33 held skills the insurance claims manager role does not ask for
- not needed by the target role accounting techniques knowledge
- not needed by the target role advise on investment skill
- not needed by the target role align efforts towards business development skill
- not needed by the target role analyse business plans skill
- not needed by the target role analyse insurance needs skill
- not needed by the target role build business relationships skill
- not needed by the target role business management principles knowledge
- not needed by the target role calculate insurance rate skill
- not needed by the target role check accounting records skill
- not needed by the target role claims procedures knowledge
- not needed by the target role compile statistical data for insurance purposes skill
- not needed by the target role contract law knowledge
- not needed by the target role control financial resources skill
- not needed by the target role coordinate marketing plan actions skill
- not needed by the target role coordinate operational activities skill
- not needed by the target role create cooperation modalities skill
- not needed by the target role create underwriting guidelines skill
- not needed by the target role decide on insurance applications skill
- not needed by the target role ensure compliance with company regulations skill
- not needed by the target role identify clients' needs skill
- not needed by the target role make investment decisions skill
- not needed by the target role make strategic business decisions skill
- not needed by the target role manage contracts skill
- not needed by the target role obtain financial information skill
- not needed by the target role perform market research skill
- not needed by the target role plan marketing campaigns skill
- not needed by the target role produce materials for decision making skill
- not needed by the target role provide cost benefit analysis reports skill
- not needed by the target role represent the organisation skill
- not needed by the target role sell insurance skill
- not needed by the target role supervise accounting operations skill
- not needed by the target role synthesise financial information skill
- not needed by the target role tax legislation knowledge
1 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn fraud detection required
Other moves recorded from insurance agency manager
Common questions about this move
Can an insurance agency manager become an insurance claims manager?
Yes, and it is an adjacent move. An insurance agency manager already covers 76% of what an insurance claims manager is expected to do: 30 skills carry over, 18 of which the insurance claims manager role treats as required.
What skills does an insurance agency manager need to become an insurance claims manager?
5 required skills are missing, plus 6 optional ones. They fall into 3 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is handle incoming insurance claims.
How hard is the move from insurance agency manager to insurance claims manager?
Its learning distance is 29.2 out of 100, which is the adjacent band. That accounts for both how much is missing and how specialised those skills are.
How this record was compiled
Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.