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

insurance brokertoinsurance collector

A insurance broker already meets 51% of what the insurance collector role asks for. The move turns on 8 required skills not yet in the profile.

From insurance broker
51%
Overlap1
To insurance collector
16 Skills carried over
8 Required, not held
45.9 Difficulty2
Career overlap Partial match

51%

Learning distance Real move, short list to learn

45.9/ 100

1 Share of the insurance collector role’s weighted skill requirement already met by the insurance broker 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 collector role treats 6 of its required skills as things a insurance broker already does. These are the ones it depends on most.

  • create cooperation modalities
  • handle financial transactions
  • identify clients' needs
  • insurance law
  • maintain records of financial transactions
  • types of insurance

What stands in the way is 8 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 16 skills that carry over, these are the ones fewest other occupations ask for. A insurance collector role needs them, and most people applying for one will not have them already. This is the part of a insurance broker background worth leading with.

Skill the target role also needs Area
  • already held create cooperation modalities communication, collaboration and creativity
  • already held claims procedures business, administration and law
  • already held create insurance policies communication, collaboration and creativity
  • already held analyse insurance needs communication, collaboration and creativity
  • already held insurance market business, administration and law
  • already held analyse insurance risk information skills

All 16 carried skills, including the 6 the insurance collector role treats as required.

Table 3

Table 3 · What you would need to learn

The 11 missing skills fall into 3 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, 1 supplementary
  • required, not held analyse financial risk required
  • required, not held maintain client debt records required
  • required, not held obtain financial information required
  • required, not held perform debt investigation required
  • required, not held provide support in financial calculation required
  • optional, not held review insurance process optional
02 business, administration and law 3 required
  • required, not held credit card payments required
  • required, not held debt collection techniques required
  • required, not held debt systems required
03 communication, collaboration and creativity 2 supplementary
  • optional, not held handle financial disputes optional
  • optional, not held review investment portfolios optional
Table 4

Table 4 · Where to start

The 3 entries a insurance collector 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 16 skills that carry over
Skill Type
  • already held create cooperation modalities skill
  • already held handle financial transactions skill
  • already held identify clients' needs skill
  • already held insurance law knowledge
  • already held maintain records of financial transactions skill
  • already held types of insurance knowledge
  • already held actuarial science knowledge
  • already held analyse insurance needs skill
  • already held analyse insurance risk skill
  • already held apply technical communication skills skill
  • already held claims procedures knowledge
  • already held create insurance policies skill
  • already held develop investment portfolio skill
  • already held insurance market knowledge
  • already held manage contracts skill
  • already held principles of insurance knowledge
3 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held review insurance process optional
  • optional, not held handle financial disputes optional
  • optional, not held review investment portfolios optional
30 held skills the insurance collector 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 claim files skill
  • not needed by the target role apply statistical analysis techniques skill
  • not needed by the target role build business relationships skill
  • not needed by the target role calculate insurance rate skill
  • not needed by the target role compare insurance products skill
  • not needed by the target role contract law knowledge
  • not needed by the target role customer service knowledge
  • not needed by the target role decide on insurance applications skill
  • not needed by the target role deliver visual presentation of data skill
  • not needed by the target role file claims with insurance companies skill
  • not needed by the target role financial products knowledge
  • not needed by the target role inform on insurance products skill
  • not needed by the target role initiate claim file skill
  • not needed by the target role maintain relationship with customers skill
  • not needed by the target role manage claim files skill
  • not needed by the target role manage claims process skill
  • not needed by the target role manage contract disputes skill
  • not needed by the target role modern portfolio theory knowledge
  • not needed by the target role monitor legislation developments skill
  • not needed by the target role organise a damage assessment skill
  • not needed by the target role promote financial products skill
  • not needed by the target role prospect new customers skill
  • not needed by the target role protect client interests skill
  • not needed by the target role provide cost benefit analysis reports skill
  • not needed by the target role sales promotion techniques knowledge
  • not needed by the target role sell insurance skill
  • not needed by the target role social security law knowledge
  • not needed by the target role tax legislation knowledge
  • not needed by the target role use data processing techniques 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 acquire Tier
  • required, not held credit card payments required
  • required, not held debt collection techniques required
  • required, not held debt systems required
Index

Other moves recorded from insurance broker

Full index of moves from insurance broker

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.