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

foreign exchange cashiertoinsurance clerk

A foreign exchange cashier already meets 41% of what the insurance clerk role asks for. The move turns on 7 required skills not yet in the profile.

From foreign exchange cashier
41%
Overlap1
To insurance clerk
11 Skills carried over
7 Required, not held
56.2 Difficulty2
Career overlap Partial match

41%

Learning distance Substantial retraining

56.2/ 100

1 Share of the insurance clerk role’s weighted skill requirement already met by the foreign exchange cashier 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 clerk role treats 7 of its required skills as things a foreign exchange cashier already does. These are the ones it depends on most.

  • communicate with customers
  • electronic communication
  • handle financial transactions
  • maintain records of financial transactions
  • offer financial services
  • perform clerical duties

What stands in the way is 7 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 11 skills that carry over, these are the ones fewest other occupations ask for. A insurance clerk role needs them, and most people applying for one will not have them already. This is the part of a foreign exchange cashier background worth leading with.

Skill the target role also needs Area
  • already held offer financial services communication, collaboration and creativity
  • already held provide financial product information communication, collaboration and creativity
  • already held electronic communication engineering, manufacturing and construction
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills
  • already held perform clerical duties management skills

All 11 carried skills, including the 7 the insurance clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 21 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 3 required
  • required, not held handle paperwork required
  • required, not held perform office routine activities required
  • required, not held use office systems required
02 communication, collaboration and creativity 2 required, 5 supplementary
  • required, not held follow written instructions required
  • required, not held write work-related reports 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 present reports optional
03 business, administration and law 1 required, 5 supplementary
  • required, not held types of insurance required
  • optional, not held company policies optional
  • optional, not held principles of insurance optional
  • optional, not held insurance law optional
  • optional, not held insurance market optional
  • optional, not held tax legislation optional
04 information and communication technologies (icts) 1 required
  • required, not held office software required
05 information skills 4 supplementary
  • 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 obtain financial information optional
Table 4

Table 4 · Where to start

The 3 entries a insurance clerk 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 11 skills that carry over
Skill Type
  • already held communicate with customers skill
  • already held electronic communication knowledge
  • already held handle financial transactions skill
  • already held maintain records of financial transactions skill
  • already held offer financial services skill
  • already held perform clerical duties skill
  • already held provide financial product information skill
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held maintain financial records skill
  • already held trace financial transactions skill
14 supplementary skills, helpful but not required
Skill to acquire Tier
  • 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 file claims with insurance companies optional
  • optional, not held insurance law optional
  • optional, not held insurance market optional
  • optional, not held obtain financial information optional
  • optional, not held present reports optional
  • optional, not held tax legislation optional
13 held skills the insurance clerk role does not ask for
Skill Type
  • not needed by the target role apply technical communication skills skill
  • not needed by the target role commercial law knowledge
  • not needed by the target role customer service knowledge
  • not needed by the target role financial jurisdiction knowledge
  • not needed by the target role financial markets knowledge
  • not needed by the target role foreign valuta knowledge
  • not needed by the target role operate cash register skill
  • not needed by the target role process order forms with customer's information skill
  • not needed by the target role provide customers with order information skill
  • not needed by the target role provide customers with price information skill
  • not needed by the target role statistics knowledge
  • not needed by the target role trade foreign currencies skill
  • not needed by the target role use IT tools skill
7 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 office software required
  • required, not held types of insurance required
  • optional, not held company policies optional
  • optional, not held principles of insurance optional
  • optional, not held insurance law optional
  • optional, not held insurance market optional
  • optional, not held tax legislation optional
Index

Other moves recorded from foreign exchange cashier

Full index of moves from foreign exchange cashier

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.