Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

auditing clerktoinsurance claims manager

A auditing clerk already meets 27% of what the insurance claims manager role asks for. The move turns on 15 required skills not yet in the profile.

From auditing clerk
27%
Overlap1
To insurance claims manager
8 Skills carried over
15 Required, not held
74 Difficulty2
Career overlap Distant match

27%

Learning distance Substantial retraining

74/ 100

1 Share of the insurance claims manager role’s weighted skill requirement already met by the auditing clerk 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 8 of its required skills as things a auditing clerk already does. These are the ones it depends on most.

  • advise on financial matters
  • conduct financial audits
  • enforce financial policies
  • financial analysis
  • financial statements
  • fraud detection

What stands in the way is 15 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 8 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 auditing clerk background worth leading with.

Skill the target role also needs Area
  • already held prepare financial auditing reports information skills
  • already held fraud detection services
  • already held conduct financial audits information skills
  • already held enforce financial policies management skills
  • already held financial analysis business, administration and law
  • already held financial statements business, administration and law

All 8 carried skills, including the 8 the insurance claims manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 33 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 business, administration and law 5 required, 1 supplementary
  • required, not held corporate social responsibility required
  • required, not held principles of insurance required
  • required, not held financial management required
  • required, not held insurance law required
  • required, not held types of insurance required
  • optional, not held insurance market optional
02 management skills 4 required, 3 supplementary
  • required, not held lead claim examiners required
  • required, not held manage staff required
  • required, not held organise a damage assessment 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
03 information skills 3 required, 7 supplementary
  • required, not held manage claim files required
  • required, not held review insurance process required
  • required, not held analyse market financial trends required
  • optional, not held analyse claim files optional
  • optional, not held estimate damage optional
  • optional, not held initiate claim file optional
  • optional, not held analyse financial performance of a company optional
  • optional, not held analyse financial risk optional
  • optional, not held analyse insurance risk optional
  • optional, not held manage financial risk optional
04 communication, collaboration and creativity 2 required, 7 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 apply technical communication skills optional
  • optional, not held create insurance policies optional
  • optional, not held ensure cross-department cooperation optional
  • optional, not held handle customer complaints optional
  • optional, not held handle financial disputes 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 8 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held conduct financial audits skill
  • already held enforce financial policies skill
  • already held financial analysis knowledge
  • already held financial statements knowledge
  • already held fraud detection knowledge
  • already held liaise with managers skill
  • already held prepare financial auditing reports skill
18 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held analyse claim files optional
  • optional, not held assess customer credibility optional
  • optional, not held estimate damage optional
  • optional, not held initiate claim file optional
  • optional, not held analyse financial performance of a company optional
  • optional, not held analyse financial risk optional
  • optional, not held analyse insurance risk optional
  • optional, not held apply technical communication skills optional
  • optional, not held create a financial plan optional
  • optional, not held create insurance policies optional
  • optional, not held ensure cross-department cooperation optional
  • optional, not held handle customer complaints optional
  • optional, not held handle financial disputes optional
  • optional, not held insurance market 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
27 held skills the insurance claims manager role does not ask for
Skill Type
  • not needed by the target role accounting department processes knowledge
  • not needed by the target role adhere to questionnaires skill
  • not needed by the target role attend to detail in preparation for audits skill
  • not needed by the target role audit techniques knowledge
  • not needed by the target role build business relationships skill
  • not needed by the target role carry out inventory control accuracy skill
  • not needed by the target role communicate problems to senior colleagues skill
  • not needed by the target role document interviews skill
  • not needed by the target role ensure information security skill
  • not needed by the target role fill out forms skill
  • not needed by the target role financial department processes knowledge
  • not needed by the target role follow the statutory obligations skill
  • not needed by the target role follow verbal instructions skill
  • not needed by the target role follow written instructions skill
  • not needed by the target role identify accounting errors skill
  • not needed by the target role interpret financial statements skill
  • not needed by the target role inventory management rules knowledge
  • not needed by the target role manage database skill
  • not needed by the target role observe confidentiality skill
  • not needed by the target role perform clerical duties skill
  • not needed by the target role pose questions referring to documents skill
  • not needed by the target role prepare audit activities skill
  • not needed by the target role process commissioned instructions skill
  • not needed by the target role revise legal documents skill
  • not needed by the target role trace financial transactions skill
  • not needed by the target role use free typing techniques skill
  • not needed by the target role write work-related reports skill
6 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 principles of insurance required
  • required, not held financial management required
  • required, not held insurance law required
  • required, not held types of insurance required
  • optional, not held insurance market optional
Index

Other moves recorded from auditing clerk

Full index of moves from auditing clerk

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.