Career Overlap Transition record
RecordMove

Insurance claims manager to insurance claims handler

An insurance claims manager already meets 53% of what the insurance claims handler role asks for. The move turns on 9 required skills not yet in the profile.

Fig. 1 · Skill transfer ESCO v1.2.1 · directional
From insurance claims manager
53 % overlap
Partial match
To insurance claims handler
17 You already bring
9 Still to learn
32 Skills in the target role2
Learning distance Real move, short list to learn

51.2/ 100

1 How much of what an insurance claims handler is expected to do is already part of an insurance claims 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 handler role is recorded as needing, required and optional together. What these numbers mean.

Why

Why this move works

An insurance claims handler role treats 10 of its required skills as things an insurance claims manager already does. You would walk in with these on day one.

  • analyse claim files
  • apply technical communication skills
  • fraud detection
  • handle incoming insurance claims
  • insurance law
  • manage claim files

What stands in the way is 9 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. An insurance claims handler role needs them, and most people applying for one will not have them already. This is the part of an insurance claims manager 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 10 the insurance claims handler role treats as required.

Table 3

Table 3 · What you may need to learn

The 15 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.

Skill to pick up Tier
01 information skills 4 required, 3 supplementary
  • still to learn calculate compensation payments required
  • still to learn classify insurance claims required
  • still to learn maintain records of financial transactions required
  • still to learn synthesise financial information required
  • optional, not held assess coverage possibilities optional
  • optional, not held apply statistical analysis techniques optional
  • optional, not held trace financial transactions optional
02 communication, collaboration and creativity 3 required
  • still to learn communicate with beneficiaries required
  • still to learn interview insurance claimants required
  • still to learn provide financial product information required
03 natural sciences, mathematics and statistics 1 required, 1 supplementary
  • still to learn actuarial science required
  • optional, not held statistics optional
04 business, administration and law 1 required
  • still to learn claims procedures required
05 management skills 2 supplementary
  • optional, not held decide on insurance applications optional
  • optional, not held handle financial transactions optional
Table 4

Table 4 · Where to start

The 3 entries an insurance claims handler 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 analyse claim files skill
  • already held apply technical communication skills skill
  • 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 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 financial risk 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
  • already held manage claims process skill
6 supplementary skills, helpful but not required
Skill to pick up Tier
  • optional, not held assess coverage possibilities optional
  • optional, not held decide on insurance applications optional
  • optional, not held apply statistical analysis techniques optional
  • optional, not held handle financial transactions optional
  • optional, not held statistics optional
  • optional, not held trace financial transactions optional
24 held skills the insurance claims handler role does not ask for
Skill Type
  • not needed by the target role advise on financial matters skill
  • not needed by the target role analyse financial performance of a company skill
  • not needed by the target role analyse insurance risk skill
  • not needed by the target role analyse market financial trends skill
  • not needed by the target role assess customer credibility skill
  • not needed by the target role conduct financial audits skill
  • not needed by the target role corporate social responsibility knowledge
  • not needed by the target role create a financial plan skill
  • not needed by the target role create insurance policies skill
  • not needed by the target role enforce financial policies skill
  • not needed by the target role financial analysis knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role financial statements knowledge
  • not needed by the target role follow company standards skill
  • not needed by the target role initiate claim file skill
  • not needed by the target role lead claim examiners skill
  • not needed by the target role liaise with managers skill
  • not needed by the target role manage contract disputes skill
  • not needed by the target role manage financial risk skill
  • not needed by the target role manage staff skill
  • not needed by the target role plan health and safety procedures skill
  • not needed by the target role prepare financial auditing reports skill
  • not needed by the target role recruit employees skill
  • not needed by the target role strive for company growth skill
3 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 pick up Tier
  • still to learn actuarial science required
  • still to learn claims procedures required
  • optional, not held statistics optional
Index
FAQ

Common questions about this move

Can an insurance claims manager become an insurance claims handler?

Yes, and it is a moderate move. An insurance claims manager already covers 53% of what an insurance claims handler is expected to do: 17 skills carry over, 10 of which the insurance claims handler role treats as required.

What skills does an insurance claims manager need to become an insurance claims handler?

9 required skills are missing, plus 6 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by information skills. The single most important is calculate compensation payments.

How hard is the move from insurance claims manager to insurance claims handler?

Its learning distance is 51.2 out of 100, which is the moderate band. That accounts for both how much is missing and how specialised those skills are.

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.