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

insurance claims managertoinsurance agency manager

A insurance claims manager already meets 51% of what the insurance agency manager role asks for. The move turns on 16 required skills not yet in the profile.

From insurance claims manager
51%
Overlap1
To insurance agency manager
30 Skills carried over
16 Required, not held
59.7 Difficulty2
Career overlap Partial match

51%

Learning distance Substantial retraining

59.7/ 100

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

Why

Why this move works

A insurance agency manager role treats 19 of its required skills as things a insurance claims manager already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse financial performance of a company
  • analyse market financial trends
  • apply technical communication skills
  • corporate social responsibility
  • create a financial plan

What stands in the way is 16 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 30 skills that carry over, these are the ones fewest other occupations ask for. A insurance agency manager role needs them, and most people applying for one will not have them already. This is the part of a insurance claims manager background worth leading with.

Skill the target role also needs Area
  • already held lead claim examiners management skills
  • already held manage claim files information skills
  • already held analyse claim files information skills
  • already held review insurance process information skills
  • already held create insurance policies communication, collaboration and creativity
  • already held insurance market business, administration and law

All 30 carried skills, including the 19 the insurance agency 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 information skills 4 required, 6 supplementary
  • required, not held calculate insurance rate required
  • required, not held compile statistical data for insurance purposes required
  • required, not held create underwriting guidelines required
  • required, not held provide cost benefit analysis reports required
  • optional, not held produce materials for decision making optional
  • optional, not held analyse business plans optional
  • optional, not held check accounting records optional
  • optional, not held obtain financial information optional
  • optional, not held perform market research optional
  • optional, not held synthesise financial information optional
02 communication, collaboration and creativity 4 required, 5 supplementary
  • required, not held align efforts towards business development required
  • required, not held build business relationships required
  • required, not held identify clients' needs required
  • required, not held manage contracts required
  • optional, not held advise on investment optional
  • optional, not held sell insurance optional
  • optional, not held analyse insurance needs optional
  • optional, not held create cooperation modalities optional
  • optional, not held represent the organisation optional
03 business, administration and law 4 required, 1 supplementary
  • required, not held claims procedures required
  • required, not held accounting techniques required
  • required, not held business management principles required
  • required, not held tax legislation required
  • optional, not held contract law optional
04 management skills 3 required, 5 supplementary
  • required, not held control financial resources required
  • required, not held coordinate operational activities required
  • required, not held make strategic business decisions required
  • optional, not held decide on insurance applications optional
  • optional, not held coordinate marketing plan actions optional
  • optional, not held make investment decisions optional
  • optional, not held plan marketing campaigns optional
  • optional, not held supervise accounting operations optional
05 assisting and caring 1 required
  • required, not held ensure compliance with company regulations required
Table 4

Table 4 · Where to start

The 3 entries a insurance agency 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 30 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 market financial trends skill
  • already held apply technical communication skills 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 insurance law knowledge
  • already held insurance market knowledge
  • already held liaise with managers skill
  • already held manage staff skill
  • already held principles of insurance knowledge
  • already held strive for company growth skill
  • already held types of insurance knowledge
  • already held analyse claim files skill
  • already held analyse insurance risk skill
  • already held estimate damage skill
  • already held lead claim examiners skill
  • already held manage claim files skill
  • already held manage contract disputes skill
  • already held manage financial risk skill
  • already held organise a damage assessment skill
  • already held plan health and safety procedures skill
  • already held recruit employees skill
  • already held review insurance process skill
17 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held advise on investment optional
  • optional, not held decide on insurance applications optional
  • optional, not held produce materials for decision making optional
  • optional, not held sell insurance optional
  • optional, not held analyse business plans optional
  • optional, not held analyse insurance needs optional
  • optional, not held check accounting records optional
  • optional, not held contract law optional
  • optional, not held coordinate marketing plan actions optional
  • optional, not held create cooperation modalities optional
  • optional, not held make investment decisions optional
  • optional, not held obtain financial information optional
  • optional, not held perform market research optional
  • optional, not held plan marketing campaigns optional
  • optional, not held represent the organisation optional
  • optional, not held supervise accounting operations optional
  • optional, not held synthesise financial information optional
11 held skills the insurance agency manager role does not ask for
Skill Type
  • not needed by the target role analyse financial risk skill
  • not needed by the target role assess customer credibility skill
  • not needed by the target role conduct financial audits skill
  • not needed by the target role ensure cross-department cooperation skill
  • not needed by the target role fraud detection knowledge
  • not needed by the target role handle customer complaints skill
  • not needed by the target role handle financial disputes skill
  • not needed by the target role handle incoming insurance claims skill
  • not needed by the target role initiate claim file skill
  • not needed by the target role manage claims process skill
  • not needed by the target role prepare financial auditing reports skill
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 claims procedures required
  • required, not held accounting techniques required
  • required, not held business management principles required
  • required, not held tax legislation required
  • optional, not held contract law optional
Index

Other moves recorded from insurance claims manager

Full index of moves from insurance claims 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.