Table 1Transition record

membership administratortoinsurance clerk

A membership administrator already meets 20% of what the insurance clerk role asks for. The move turns on 10 required skills not yet in the profile.

From membership administrator

20%

Overlap1

To insurance clerk

4 Skills carried over

10 Required, not held

73.9 Difficulty2

Career overlap Distant match

20%

Learning distance Substantial retraining

73.9/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the insurance clerk role’s weighted skill requirement already met by the membership administrator 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 clerk role treats 4 of its required skills as things a membership administrator already does. These are the ones it depends on most.

office software
perform clerical duties
perform office routine activities
write work-related reports

What stands in the way is 10 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 4 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 membership administrator background worth leading with.

Skill the target role also needs Area

already held perform office routine activities management skills
already held office software information and communication technologies (icts)
already held perform clerical duties management skills
already held write work-related reports communication, collaboration and creativity

All 4 carried skills, including the 4 the insurance clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 28 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 communication, collaboration and creativity 4 required, 6 supplementary

required, not held offer financial services required
required, not held communicate with customers required
required, not held follow written instructions required
required, not held provide financial product information required

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 communicate with banking professionals optional
optional, not held present reports optional

02 management skills 3 required

required, not held handle financial transactions required
required, not held handle paperwork required
required, not held use office systems required

03 business, administration and law 1 required, 6 supplementary

required, not held types of insurance required

optional, not held company policies optional
optional, not held principles of insurance optional
optional, not held banking activities optional
optional, not held insurance law optional
optional, not held insurance market optional
optional, not held tax legislation optional

04 information skills 1 required, 6 supplementary

required, not held maintain records of financial transactions required

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
optional, not held obtain financial information optional
optional, not held trace financial transactions optional

05 engineering, manufacturing and construction 1 required

required, not held electronic communication required

Table 4

Table 4 · Where to start

The 3 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

Appendix · The rest of the record

All 4 skills that carry over

Skill Type

already held office software knowledge
already held perform clerical duties skill
already held perform office routine activities skill
already held write work-related reports skill

18 supplementary skills, helpful but not required

Skill to acquire Tier

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 banking activities optional
optional, not held communicate with banking professionals 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 obtain financial information optional
optional, not held present reports optional
optional, not held tax legislation optional
optional, not held trace financial transactions optional

18 held skills the insurance clerk role does not ask for

Skill Type

not needed by the target role complete membership administration skill
not needed by the target role customer service knowledge
not needed by the target role deal with pressure from unexpected circumstances skill
not needed by the target role develop campaigns skill
not needed by the target role develop professional network skill
not needed by the target role handle complaints skill
not needed by the target role handle customer complaints skill
not needed by the target role make independent operating decisions skill
not needed by the target role manage members skill
not needed by the target role manage membership database skill
not needed by the target role meet deadlines skill
not needed by the target role process payments skill
not needed by the target role provide membership service skill
not needed by the target role recruit members skill
not needed by the target role sales strategies knowledge
not needed by the target role stimulate creative processes skill
not needed by the target role use communication techniques skill
not needed by the target role write leaflets skill

8 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 electronic communication required
required, not held types of insurance required
optional, not held company policies optional
optional, not held principles of insurance optional
optional, not held banking activities optional
optional, not held insurance law optional
optional, not held insurance market optional
optional, not held tax legislation optional

Index

Other moves recorded from membership administrator

Full index of moves from membership administrator

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.