Table 1Transition record

office managertoinsurance clerk

A office manager already meets 26% of what the insurance clerk role asks for. The move turns on 9 required skills not yet in the profile.

From office manager

26%

Overlap1

To insurance clerk

6 Skills carried over

9 Required, not held

68.7 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 68.7

This move: 68.7 of 100 · substantial

1 Share of the insurance clerk role’s weighted skill requirement already met by the office 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.

Table 2

Table 2 · What you already bring

Of the 6 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 office manager background worth leading with.

Skill the target role also needs Area

already held use office systems management skills
already held office software information and communication technologies (icts)
already held perform clerical duties management skills
already held tax legislation business, administration and law
already held communicate with customers communication, collaboration and creativity
already held write work-related reports communication, collaboration and creativity

All 6 carried skills, including the 5 the insurance clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 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 3 required, 6 supplementary

required, not held offer financial services 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 perform office routine activities required

03 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

04 business, administration and law 1 required, 5 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

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 6 skills that carry over

Skill Type

already held communicate with customers skill
already held office software knowledge
already held perform clerical duties skill
already held use office systems skill
already held write work-related reports skill
already held tax legislation knowledge

17 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 trace financial transactions optional

31 held skills the insurance clerk role does not ask for

Skill Type

not needed by the target role accounting techniques knowledge
not needed by the target role analyse staff capacity skill
not needed by the target role assess employees' capability levels skill
not needed by the target role contract law knowledge
not needed by the target role cost management knowledge
not needed by the target role create a work atmosphere of continuous improvement skill
not needed by the target role develop classification systems skill
not needed by the target role document sharing procedures knowledge
not needed by the target role financial capability knowledge
not needed by the target role give instructions to staff skill
not needed by the target role identify process improvements skill
not needed by the target role implement corporate governance skill
not needed by the target role labour legislation knowledge
not needed by the target role maintain contract administration skill
not needed by the target role manage accounts skill
not needed by the target role manage administrative systems skill
not needed by the target role manage budgets skill
not needed by the target role manage needs for stationery items skill
not needed by the target role manage office appliance requirements skill
not needed by the target role manage office facility systems skill
not needed by the target role manage staff skill
not needed by the target role plan shifts of employees skill
not needed by the target role prepare financial statements skill
not needed by the target role project management knowledge
not needed by the target role recruit employees skill
not needed by the target role revise drafts made by managers skill
not needed by the target role trade union regulations knowledge
not needed by the target role train employees skill
not needed by the target role use customer relationship management software skill
not needed by the target role use different communication channels skill
not needed by the target role video conferencing tool knowledge

7 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

Index

Other moves recorded from office manager

Full index of moves from office 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.