Table 1Transition record

insurance collectortoinsurance risk consultant

A insurance collector already meets 45% of what the insurance risk consultant role asks for. The move turns on 7 required skills not yet in the profile.

From insurance collector

45%

Overlap1

To insurance risk consultant

13 Skills carried over

7 Required, not held

54.5 Difficulty2

Career overlap Partial match

45%

Learning distance Real move, short list to learn

54.5/ 100

adjacentmoderatesubstantialcareer change

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

actuarial science
analyse financial risk
analyse insurance risk
insurance law
obtain financial information
principles of insurance

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 13 skills that carry over, these are the ones fewest other occupations ask for. A insurance risk consultant role needs them, and most people applying for one will not have them already. This is the part of a insurance collector background worth leading with.

Skill the target role also needs Area

already held claims procedures business, administration and law
already held review insurance process information skills
already held create insurance policies communication, collaboration and creativity
already held perform debt investigation information skills
already held analyse insurance risk information skills
already held insurance law business, administration and law

All 13 carried skills, including the 7 the insurance risk consultant role treats as required.

Table 3

Table 3 · What you would need to learn

The 19 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, 8 supplementary

required, not held conduct financial surveys required
required, not held estimate damage required
required, not held advise on risk management required
required, not held perform risk analysis required

optional, not held calculate insurance rate optional
optional, not held collect property financial information optional
optional, not held compile statistical data for insurance purposes optional
optional, not held create risk maps optional
optional, not held create underwriting guidelines optional
optional, not held produce materials for decision making optional
optional, not held apply statistical analysis techniques optional
optional, not held synthesise financial information optional

02 business, administration and law 1 required, 1 supplementary

required, not held risk identification required

optional, not held modern portfolio theory optional

03 natural sciences, mathematics and statistics 1 required, 1 supplementary

required, not held survey techniques required

optional, not held statistics optional

04 communication, collaboration and creativity 1 required

required, not held prepare survey report required

05 management skills 2 supplementary

optional, not held decide on insurance applications optional
optional, not held organise a damage assessment optional

Table 4

Table 4 · Where to start

The 3 entries a insurance risk consultant 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 13 skills that carry over

Skill Type

already held actuarial science knowledge
already held analyse financial risk skill
already held analyse insurance risk skill
already held insurance law knowledge
already held obtain financial information skill
already held principles of insurance knowledge
already held types of insurance knowledge
already held claims procedures knowledge
already held create insurance policies skill
already held debt systems knowledge
already held perform debt investigation skill
already held provide support in financial calculation skill
already held review insurance process skill

12 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held calculate insurance rate optional
optional, not held collect property financial information optional
optional, not held compile statistical data for insurance purposes optional
optional, not held create risk maps optional
optional, not held create underwriting guidelines optional
optional, not held decide on insurance applications optional
optional, not held produce materials for decision making optional
optional, not held apply statistical analysis techniques optional
optional, not held modern portfolio theory optional
optional, not held organise a damage assessment optional
optional, not held statistics optional
optional, not held synthesise financial information optional

14 held skills the insurance risk consultant role does not ask for

Skill Type

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 create cooperation modalities skill
not needed by the target role credit card payments knowledge
not needed by the target role debt collection techniques knowledge
not needed by the target role develop investment portfolio skill
not needed by the target role handle financial disputes skill
not needed by the target role handle financial transactions skill
not needed by the target role identify clients' needs skill
not needed by the target role insurance market knowledge
not needed by the target role maintain client debt records skill
not needed by the target role maintain records of financial transactions skill
not needed by the target role manage contracts skill
not needed by the target role review investment portfolios skill

4 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 risk identification required
required, not held survey techniques required
optional, not held modern portfolio theory optional
optional, not held statistics optional

Index

Other moves recorded from insurance collector

Full index of moves from insurance collector

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.