Table 1Transition record

insurance agency managertoinsurance claims manager

A 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.

From insurance agency manager

76%

Overlap1

To insurance claims manager

30 Skills carried over

5 Required, not held

29.2 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 29.2

This move: 29.2 of 100 · adjacent

1 Share of the insurance claims manager role’s weighted skill requirement already met by the insurance agency manager profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 30 skills that carry over, these are the ones fewest other occupations ask for. A insurance claims manager role needs them, and most people applying for one will not have them already. This is the part of a insurance agency manager background worth leading with.

Skill the target role also needs Area

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

Table 3 · What you would need to learn

The 11 missing skills fall into 3 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 communication, collaboration and creativity 2 required, 4 supplementary

required, not held handle incoming insurance claims required
required, not held 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

02 information skills 2 required, 2 supplementary

required, not held conduct financial audits required
required, not held prepare financial auditing reports required

optional, not held initiate claim file optional
optional, not held analyse financial risk optional

03 services 1 required

required, not held fraud detection required

Table 4

Table 4 · Where to start

The 3 entries a insurance claims manager role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 30 skills that carry over

Skill Type

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

Skill to acquire Tier

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

Skill Type

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.

Skill to acquire Tier

required, not held fraud detection required

Index

Other moves recorded from insurance agency manager

Full index of moves from insurance agency manager

Note

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.