Table 1Transition record

insurance agency managertoreal estate manager

A insurance agency manager already meets 58% of what the real estate manager role asks for. The move turns on 11 required skills not yet in the profile.

From insurance agency manager

58%

Overlap1

To real estate manager

22 Skills carried over

11 Required, not held

49.1 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 49.1

This move: 49.1 of 100 · moderate

1 Share of the real estate manager role’s weighted skill requirement already met by the insurance agency manager 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.

Table 2

Table 2 · What you already bring

Of the 22 skills that carry over, these are the ones fewest other occupations ask for. A real estate manager role needs them, and most people applying for one will not have them already. This is the part of a insurance agency manager background worth leading with.

Skill the target role also needs Area

already held create insurance policies communication, collaboration and creativity
already held organise a damage assessment management skills
already held analyse insurance risk information skills
already held control financial resources management skills
already held enforce financial policies management skills
already held financial analysis business, administration and law

All 22 carried skills, including the 20 the real estate manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 22 missing skills fall into 4 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 information skills 5 required, 2 supplementary

required, not held audit contractors required
required, not held compare property values required
required, not held execute feasibility study required
required, not held maintain financial records required
required, not held trace financial transactions required

optional, not held examine the conditions of buildings optional
optional, not held value properties optional

02 business, administration and law 3 required, 2 supplementary

required, not held budgetary principles required
required, not held property law required
required, not held real estate market required

optional, not held concurrent estate optional
optional, not held modern portfolio theory optional

03 management skills 3 required, 1 supplementary

required, not held collect rental fees required
required, not held monitor contractor performance required
required, not held supervise property development projects required

optional, not held manage budgets optional

04 communication, collaboration and creativity 6 supplementary

optional, not held advise on property value optional
optional, not held attend trade fairs optional
optional, not held develop professional network optional
optional, not held inform on renting agreements optional
optional, not held negotiate with property owners optional
optional, not held provide information on properties optional

Table 4

Table 4 · Where to start

The 3 entries a real estate 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 22 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse insurance risk skill
already held analyse market financial trends skill
already held control financial resources skill
already held corporate social responsibility knowledge
already held create a financial plan skill
already held create insurance policies skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial statements knowledge
already held follow company standards skill
already held liaise with managers skill
already held manage contracts skill
already held manage staff skill
already held obtain financial information skill
already held organise a damage assessment skill
already held provide cost benefit analysis reports skill
already held strive for company growth skill
already held plan health and safety procedures skill
already held recruit employees skill

11 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held advise on property value optional
optional, not held attend trade fairs optional
optional, not held concurrent estate optional
optional, not held develop professional network optional
optional, not held examine the conditions of buildings optional
optional, not held inform on renting agreements optional
optional, not held manage budgets optional
optional, not held modern portfolio theory optional
optional, not held negotiate with property owners optional
optional, not held provide information on properties optional
optional, not held value properties optional

41 held skills the real estate manager role does not ask for

Skill Type

not needed by the target role accounting techniques knowledge
not needed by the target role advise on investment skill
not needed by the target role align efforts towards business development skill
not needed by the target role analyse business plans skill
not needed by the target role analyse claim files skill
not needed by the target role analyse insurance needs skill
not needed by the target role apply technical communication skills skill
not needed by the target role build business relationships skill
not needed by the target role business management principles knowledge
not needed by the target role calculate insurance rate skill
not needed by the target role check accounting records skill
not needed by the target role claims procedures knowledge
not needed by the target role compile statistical data for insurance purposes skill
not needed by the target role contract law knowledge
not needed by the target role coordinate marketing plan actions skill
not needed by the target role coordinate operational activities skill
not needed by the target role create cooperation modalities skill
not needed by the target role create underwriting guidelines skill
not needed by the target role decide on insurance applications skill
not needed by the target role ensure compliance with company regulations skill
not needed by the target role estimate damage skill
not needed by the target role identify clients' needs skill
not needed by the target role insurance law knowledge
not needed by the target role insurance market knowledge
not needed by the target role lead claim examiners skill
not needed by the target role make investment decisions skill
not needed by the target role make strategic business decisions skill
not needed by the target role manage claim files 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 perform market research skill
not needed by the target role plan marketing campaigns skill
not needed by the target role principles of insurance knowledge
not needed by the target role produce materials for decision making skill
not needed by the target role represent the organisation skill
not needed by the target role review insurance process skill
not needed by the target role sell insurance skill
not needed by the target role supervise accounting operations skill
not needed by the target role synthesise financial information skill
not needed by the target role tax legislation knowledge

1 further entry not listed here

5 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 budgetary principles required
required, not held property law required
required, not held real estate market required
optional, not held concurrent estate optional
optional, not held modern portfolio theory optional

Index

Other moves recorded from insurance agency manager

Full index of moves from insurance agency manager

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.