Office manager to insurance clerk
An office manager already meets 26% of what the insurance clerk role asks for. The move turns on 9 required skills not yet in the profile.
68.7/ 100
1 How much of what an insurance clerk is expected to do is already part of an office 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 clerk role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
An insurance clerk role treats 5 of its required skills as things an office manager already does. You would walk in with these on day one.
- communicate with customers
- office software
- perform clerical duties
- use office systems
- write work-related reports
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 · What you already bring
Of the 6 skills that carry over, these are the ones fewest other occupations ask for. An insurance clerk role needs them, and most people applying for one will not have them already. This is the part of an office manager background worth leading with.
- already held use office systems management skills
- already held office software information and communication technologies (icts)
- already held perform clerical duties management skills
- already held tax legislation business, administration and law
- already held communicate with customers communication, collaboration and creativity
- already held write work-related reports communication, collaboration and creativity
All 6 carried skills, including the 5 the insurance clerk role treats as required.
Table 3 · What you may need to learn
The 26 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 offer financial services required
- still to learn follow written instructions required
- still to learn provide financial product information required
- optional, not held handle incoming insurance claims optional
- optional, not held identify customer's needs optional
- optional, not held advise on financial matters optional
- optional, not held analyse insurance needs optional
- optional, not held communicate with banking professionals optional
- optional, not held present reports optional
- still to learn handle financial transactions required
- still to learn handle paperwork required
- still to learn perform office routine activities required
- still to learn maintain records of financial transactions required
- optional, not held classify insurance claims optional
- optional, not held review insurance process optional
- optional, not held file claims with insurance companies optional
- optional, not held maintain financial records optional
- optional, not held obtain financial information optional
- optional, not held trace financial transactions optional
- still to learn types of insurance required
- optional, not held company policies optional
- optional, not held principles of insurance optional
- optional, not held banking activities optional
- optional, not held insurance law optional
- optional, not held insurance market optional
- still to learn electronic communication required
Table 4 · Where to start
The 3 entries an insurance clerk role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 offer financial services practise this
- 02 electronic communication study this
- 03 follow written instructions 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 6 skills that carry over
- already held communicate with customers skill
- already held office software knowledge
- already held perform clerical duties skill
- already held use office systems skill
- already held write work-related reports skill
- already held tax legislation knowledge
17 supplementary skills, helpful but not required
- optional, not held classify insurance claims optional
- optional, not held company policies optional
- optional, not held handle incoming insurance claims optional
- optional, not held identify customer's needs optional
- optional, not held principles of insurance optional
- optional, not held review insurance process optional
- optional, not held advise on financial matters optional
- optional, not held analyse insurance needs optional
- optional, not held banking activities optional
- optional, not held communicate with banking professionals optional
- optional, not held file claims with insurance companies optional
- optional, not held insurance law optional
- optional, not held insurance market optional
- optional, not held maintain financial records optional
- optional, not held obtain financial information optional
- optional, not held present reports optional
- optional, not held trace financial transactions optional
31 held skills the insurance clerk role does not ask for
- not needed by the target role accounting techniques knowledge
- not needed by the target role analyse staff capacity skill
- not needed by the target role assess employees' capability levels skill
- not needed by the target role contract law knowledge
- not needed by the target role cost management knowledge
- not needed by the target role create a work atmosphere of continuous improvement skill
- not needed by the target role develop classification systems skill
- not needed by the target role document sharing procedures knowledge
- not needed by the target role financial capability knowledge
- not needed by the target role give instructions to staff skill
- not needed by the target role identify process improvements skill
- not needed by the target role implement corporate governance skill
- not needed by the target role labour legislation knowledge
- not needed by the target role maintain contract administration skill
- not needed by the target role manage accounts skill
- not needed by the target role manage administrative systems skill
- not needed by the target role manage budgets skill
- not needed by the target role manage needs for stationery items skill
- not needed by the target role manage office appliance requirements skill
- not needed by the target role manage office facility systems skill
- not needed by the target role manage staff skill
- not needed by the target role plan shifts of employees skill
- not needed by the target role prepare financial statements skill
- not needed by the target role project management knowledge
- not needed by the target role recruit employees skill
- not needed by the target role revise drafts made by managers skill
- not needed by the target role trade union regulations knowledge
- not needed by the target role train employees skill
- not needed by the target role use customer relationship management software skill
- not needed by the target role use different communication channels skill
- not needed by the target role video conferencing tool knowledge
7 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 electronic communication required
- still to learn types of insurance required
- optional, not held company policies optional
- optional, not held principles of insurance optional
- optional, not held banking activities optional
- optional, not held insurance law optional
- optional, not held insurance market optional
Common questions about this move
Can an office manager become an insurance clerk?
Yes, and it is a substantial move. An office manager already covers 26% of what an insurance clerk is expected to do: 6 skills carry over, 5 of which the insurance clerk role treats as required.
What skills does an office manager need to become an insurance clerk?
9 required skills are missing, plus 17 optional ones. They fall into 5 areas of the ESCO skill hierarchy, led by communication, collaboration and creativity. The single most important is offer financial services.
How hard is the move from office manager to insurance clerk?
Its learning distance is 68.7 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.