4 Tips for Starting a Career in Financial Claims

Do you want to work in the financial claims sector? It’s a career that can be extremely rewarding. You’re getting to help people at a time in their lives when they really appreciate a helping hand and a knowledgeable, sympathetic ear; it’s interesting; each day is different; and you’ll also have plenty of room for career progression too. So, how do you get yourself on the ladder and into a rewarding career in financial claims?

Here’s a few ways you can boost your chances of success.

What You Need to Do

4 Tips for Starting a Career in Financial Claims

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Earn a Specialist Qualification

For an entry-level position in financial claims, you will need to be educated to a good level (at least GCSE level with grade A-C passes in English and Maths among others in the UK). However, some providers may base the suitability of candidates for positions on internal IT and numeracy tests rather than formal qualifications. Another thing you can do, as recommended by the Universities and Colleges Admissions Service (UCAS), is to study for the Chartered Institute of Insurance Foundation Insurance Test.

Gain Work Experience

Another thing employers love is for candidates to be proactive. It demonstrates that you’ve got initiative and that you’re serious about working for them. One way you can make yourself stand out from the crowd and get a foot in the door with an employer is to seek out opportunities to gain work experience. You could contact companies to see whether they offer any voluntary work experience opportunities that you could be considered for. While you may not get experience working directly as a financial claims handler, you can still get experience working in the same kind of environment, and pick up some relevant skills along the way. 

Develop Customer Service Skills

As a financial claims professional, you could find yourself having to deal with a lot of people in a high-pressure environment. It is important that you can keep your cool and that you are courteous and professional with customers who are making claims. Having a customer service certificate or experience can really help with this, so it is worth looking at short/weekend customer service seminars you can attend to learn this if you do not already have customer service experience.

Brush Up on Your IT Skills

In addition, having computer skills is important in this line of work, so you need to make sure you are proficient when it comes to using IT. You may already have computer skills from other jobs, but you can also take short  courses to equip yourself with basic knowledge and experience of specific programs and software.

Enjoy a Rewarding Career

Once you get your foot in the door of the financial claims industry, you can look forward to a rewarding career with a leading company such as Scott Robert. While it is a fast-paced environment, you will go home knowing that you have helped people at an often tricky time in their lives, and that you have a great career ahead of you. 

4 Tips for Starting a Career in Financial Claims

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