Insurance claims handler to insurance claims manager
An insurance claims handler already meets 40% of what the insurance claims manager role asks for. The move turns on 14 required skills not yet in the profile.
62.4/ 100
1 How much of what an insurance claims manager is expected to do is already part of an insurance claims handler’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 9 of its required skills as things an insurance claims handler already does. You would walk in with these on day one.
- fraud detection
- handle incoming insurance claims
- insurance law
- manage claim files
- manage claims process
- organise a damage assessment
What stands in the way is 14 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 17 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 claims handler background worth leading with.
- already held handle incoming insurance claims communication, collaboration and creativity
- already held manage claim files information skills
- already held analyse claim files information skills
- already held review insurance process information skills
- already held insurance market business, administration and law
- already held organise a damage assessment management skills
All 17 carried skills, including the 9 the insurance claims manager role treats as required.
Table 3 · What you may need to learn
The 24 missing skills fall into 5 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 lead claim examiners required
- still to learn enforce financial policies required
- still to learn manage staff required
- still to learn strive for company growth required
- optional, not held create a financial plan optional
- optional, not held plan health and safety procedures optional
- optional, not held recruit employees optional
- still to learn corporate social responsibility required
- still to learn financial analysis required
- still to learn financial management required
- still to learn financial statements required
- still to learn analyse market financial trends required
- 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 performance of a company optional
- optional, not held analyse insurance risk optional
- optional, not held manage financial risk optional
- still to learn advise on financial matters required
- still to learn liaise with managers required
- optional, not held assess customer credibility optional
- optional, not held create insurance policies optional
- optional, not held manage contract disputes optional
- still to learn follow company standards 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 corporate social responsibility study this
- 02 lead claim examiners practise this
- 03 advise on financial matters practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 17 skills that carry over
- already held fraud detection knowledge
- already held handle incoming insurance claims skill
- already held insurance law knowledge
- already held manage claim files skill
- already held manage claims process skill
- already held organise a damage assessment skill
- already held principles of insurance knowledge
- already held review insurance process skill
- already held types of insurance knowledge
- already held analyse claim files skill
- already held analyse financial risk skill
- already held apply technical communication skills skill
- already held ensure cross-department cooperation skill
- already held estimate damage skill
- already held handle customer complaints skill
- already held handle financial disputes skill
- already held insurance market knowledge
10 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 performance of a company optional
- optional, not held analyse insurance risk optional
- optional, not held create a financial plan optional
- optional, not held create insurance policies optional
- optional, not held manage contract disputes optional
- optional, not held manage financial risk optional
- optional, not held plan health and safety procedures optional
- optional, not held recruit employees optional
15 held skills the insurance claims manager role does not ask for
- not needed by the target role actuarial science knowledge
- not needed by the target role apply statistical analysis techniques skill
- not needed by the target role assess coverage possibilities skill
- not needed by the target role calculate compensation payments skill
- not needed by the target role claims procedures knowledge
- not needed by the target role classify insurance claims skill
- not needed by the target role communicate with beneficiaries skill
- not needed by the target role decide on insurance applications skill
- not needed by the target role handle financial transactions skill
- not needed by the target role interview insurance claimants skill
- not needed by the target role maintain records of financial transactions skill
- not needed by the target role provide financial product information skill
- not needed by the target role statistics knowledge
- not needed by the target role synthesise financial information skill
- not needed by the target role trace financial transactions skill
4 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 corporate social responsibility required
- still to learn financial analysis required
- still to learn financial management required
- still to learn financial statements required
Common questions about this move
Can an insurance claims handler become an insurance claims manager?
Yes, and it is a substantial move. An insurance claims handler already covers 40% of what an insurance claims manager is expected to do: 17 skills carry over, 9 of which the insurance claims manager role treats as required.
What skills does an insurance claims handler need to become an insurance claims manager?
14 required skills are missing, plus 10 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by management skills. The single most important is corporate social responsibility.
How hard is the move from insurance claims handler to insurance claims manager?
Its learning distance is 62.4 out of 100, which is the substantial 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.