investment clerktoinsurance clerk
A investment clerk already meets 73% of what the insurance clerk role asks for. The move turns on 1 required skill not yet in the profile.
73%
28.9/ 100
1 Share of the insurance clerk role’s weighted skill requirement already met by the investment clerk 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 this move works
A insurance clerk role treats 13 of its required skills as things a investment clerk already does. These are the ones it depends on most.
- communicate with customers
- electronic communication
- follow written instructions
- handle financial transactions
- handle paperwork
- maintain records of financial transactions
What stands in the way is 1 required skill the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 18 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 investment clerk background worth leading with.
- already held handle paperwork management skills
- already held offer financial services communication, collaboration and creativity
- already held perform office routine activities management skills
- already held provide financial product information communication, collaboration and creativity
- already held use office systems management skills
- already held electronic communication engineering, manufacturing and construction
All 18 carried skills, including the 13 the insurance clerk role treats as required.
Table 3 · What you would need to learn
The 14 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.
- 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
- 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 classify insurance claims optional
- optional, not held review insurance process optional
- optional, not held file claims with insurance companies optional
- optional, not held maintain financial records optional
Table 4 · Where to start
The 1 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 · The rest of the record
All 18 skills that carry over
- already held communicate with customers skill
- already held electronic communication knowledge
- already held follow written instructions skill
- already held handle financial transactions skill
- already held handle paperwork skill
- already held maintain records of financial transactions skill
- already held offer financial services skill
- already held office software knowledge
- already held perform clerical duties skill
- already held perform office routine activities skill
- already held provide financial product information skill
- already held use office systems skill
- already held write work-related reports skill
- already held banking activities knowledge
- already held communicate with banking professionals skill
- already held obtain financial information skill
- already held present reports skill
- already held trace financial transactions skill
13 supplementary skills, helpful but not required
- 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 maintain financial records optional
- optional, not held tax legislation optional
14 held skills the insurance clerk role does not ask for
- not needed by the target role accounting techniques knowledge
- not needed by the target role customer service knowledge
- not needed by the target role deliver correspondence skill
- not needed by the target role digitise documents skill
- not needed by the target role disseminate messages to people skill
- not needed by the target role economics knowledge
- not needed by the target role ensure proper document management skill
- not needed by the target role financial markets knowledge
- not needed by the target role financial products knowledge
- not needed by the target role handle mail skill
- not needed by the target role organise business documents skill
- not needed by the target role organise facilities for office personnel skill
- not needed by the target role securities knowledge
- not needed by the target role use different communication channels skill
6 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- 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
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.