I’m thinking about transitioning into a different area of insurance but not sure how to make the switch. Have any of you successfully moved from underwriting to claims, sales to risk management, or another major shift? What made the transition smoother for you?

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I moved from sales to claims, and honestly, having strong customer interaction skills helped a lot. What made my transition easier was getting certifications (like AIC for claims) and shadowing people in the department before making the move. If your company allows cross-training, take advantage of it!

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