Table 1Transition record

insurance claims handlertoinsurance claims manager

A 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.

From insurance claims handler

40%

Overlap1

To insurance claims manager

17 Skills carried over

14 Required, not held

62.4 Difficulty2

Career overlap Partial match

40%

Learning distance Substantial retraining

62.4/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the insurance claims manager role’s weighted skill requirement already met by the insurance claims handler 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.

Why

Why this move works

A insurance claims manager role treats 9 of its required skills as things a insurance claims handler already does. These are the ones it depends on most.

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

Table 2 · What you already bring

Of the 17 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 claims handler background worth leading with.

Skill the target role also needs Area

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

Table 3 · What you would need to learn

The 24 missing skills fall into 5 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 management skills 4 required, 3 supplementary

required, not held lead claim examiners required
required, not held enforce financial policies required
required, not held manage staff required
required, not held 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

02 business, administration and law 4 required

required, not held corporate social responsibility required
required, not held financial analysis required
required, not held financial management required
required, not held financial statements required

03 information skills 3 required, 4 supplementary

required, not held analyse market financial trends required
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 performance of a company optional
optional, not held analyse insurance risk optional
optional, not held manage financial risk optional

04 communication, collaboration and creativity 2 required, 3 supplementary

required, not held advise on financial matters required
required, not held 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

05 assisting and caring 1 required

required, not held follow company standards 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 17 skills that carry over

Skill Type

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

Skill to acquire Tier

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

Skill Type

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.

Skill to acquire Tier

required, not held corporate social responsibility required
required, not held financial analysis required
required, not held financial management required
required, not held financial statements required

Index

Other moves recorded from insurance claims handler

Full index of moves from insurance claims handler

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.