How to Transition into Insurance from Another Industry
| September 3, 2025
A Guide for Career Changers
The insurance industry offers a wealth of career opportunities for professionals from a variety of backgrounds. With its diverse range of roles, competitive salaries, and strong career progression pathways, insurance is an attractive option for those looking to make a fresh start.
At Kennedy Reid, we regularly help candidates successfully move into insurance from industries such as banking, retail, hospitality, legal, and customer service. The key to a smooth transition lies in recognising your transferable skills, understanding the industry’s needs, and positioning yourself as a valuable asset from day one.
1. Recognise Your Transferable Skills
Many skills from other industries are highly relevant to insurance roles.
Examples:
- Customer service – Essential for claims handling, broking, and sales roles.
- Analytical thinking – Valuable in underwriting, risk assessment, and compliance.
- Problem-solving and negotiation – Key in managing claims and resolving disputes.
- Attention to detail – Critical for policy documentation, regulatory compliance, and assessing risks.
2. Identify Entry Points into the Industry
Your starting point will depend on your background and interests.

- Claims roles – Ideal for those with customer service and conflict resolution experience.
- Underwriting assistant positions – Great for detail-oriented professionals with administrative or analytical skills.
- Broking support roles – Suited to candidates with relationship management and sales skills.
- Life insurance administration – Perfect for those from financial services or healthcare backgrounds.
3. Upskill to Bridge the Gap
While many roles welcome transferable skills, additional training can strengthen your application.
Options include:
- Industry-specific courses through ANZIIF or Kaplan.
- Short courses in insurance fundamentals, compliance, or risk management.
- On-the-job training via temporary or contract assignments.
4. Tailor Your Resume for the Insurance Market
Avoid focusing solely on your previous industry—highlight achievements and experiences that match insurance requirements.
Tips:
- Use industry-relevant language where possible.
- Emphasise problem-solving, customer satisfaction, and compliance experience.
- Demonstrate adaptability by sharing examples of learning new systems or processes quickly.
5. Leverage Industry Connections and Specialist Recruiters
Networking is a powerful tool in any career change.
- Attend insurance networking events, webinars, and conferences.
- Join relevant LinkedIn groups to connect with industry professionals.
- Partner with a specialist agency like Kennedy Reid to access opportunities not advertised publicly and receive personalised career advice.
How Kennedy Reid Supports Career Changers
Our consultants are experts in matching transferable skills with the right entry points into the insurance sector. We offer:
- Guidance on tailoring your resume and preparing for industry-specific interviews.
- Access to temporary, contract, and permanent roles to help you gain experience.
- Market insights on salary expectations, growth areas, and in-demand skills.
Your Future in Insurance Starts Here
Switching industries can be one of the most rewarding career decisions you’ll make. With the right approach, training, and support, you can turn your existing skills into a successful career in insurance.
Ready to make the move? Contact Kennedy Reid today and take the first step towards your new career path.
