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. 


Ways to Improve Your LinkedIn Profile and Get Noticed. Make your profile standout
September 3, 2025
A Guide for Professionals
Learn to stand out in your career with tips for resumes, LinkedIn, and interviews that impress employers.
September 3, 2025
Resume and Interview Tips
Explore Australia’s job market future, emerging industries, in-demand skills, and career opportunities shaping the workforce.
September 3, 2025
The Future of Insurance Jobs in Australia. Roles in Demand Over the Next 5 Years
Partner with a Leading Specialist Recruitment Agency in Australia
September 3, 2025
This is a subtitle for your new post
Work with expert recruiters to advance your career with personalised guidance, top roles, and long-term growth support.
September 3, 2025
6 Tips to stay focused and achieve your career goals
Discover how artificial intelligence impacts claims, underwriting, risk management, and customer experience.
September 3, 2025
Navigating the Future: How AI is Reshaping the Insurance Landscape
Why Staff Resign: Top 5 Reasons Employees Quit
September 3, 2025
5 Main Reasons Employees Quit Their Jobs
Discover Australia’s top-paying jobs in insurance, finance, and business support, with leading salaries and opportunities.
September 3, 2025
From Conversation to Compensation: 5-Step Guide When Seeking a Pay Raise
How Working with a Recruiter Can Boost Your Job Search
September 3, 2025
What Not to Say About Previous Employers in a Job Interview
Learn key exit interview questions to gain insights and improve employee retention.
September 2, 2025
The Power of Staying Interviews
Show More