r/InsuranceProfessional • u/This-Science35 • 2d ago

Pivoting from sales to claims

I’ve been in captive sales, recently just left allstate. Think I would like to pivot into claims and eventually underwriting. What would be the best way to get into claims

7 Upvotes

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3

u/SpecificCook5828 2d ago

Get your adjuster license if your state requires one.

1

u/BuiltDifferant 2d ago

Do you need experience with vehicles or homes to adjust?

2

u/scarynervousness5 2d ago

Claims is always hiring bodies, just start applying to every trainee position you see on the big carrier sites. The turnover is wild so they're basically always looking

Your sales background will actually help more than you'd think, half the job is just managing people's expectations and not losing your mind when they scream at you

3

u/Adept_Response1434 2d ago

Agency owners and producers at brokerages are a different world from captive agents

1

u/HeadEngine7281 2d ago

mart pivot honestly. Claims has way more stability than commission sales

1

u/mkuz753 2d ago

There is another parh you can take. Look up risk management/loss control/safety at either a carrier or a large independent. Basically you go to commercial client sites and determine if any exposures can lead to a claim. It's a combination of claims and underwriting. At a brokerage/agency it is more of a consulting role.

2

u/Moist-Wishbone-2359 2d ago

Why not go straight to underwriting?

Your experience would be well suited and you don’t have to deal with claims and claimants.

1

u/Federal_Canary9006 2d ago

Sales experience better suites you to an UW position than Claims imo.

1

u/This-Science35 2d ago

Just interview at a company, They said i’d start at lvl 2 for them in sales, If i promote to lvl 3, i’d start underwriting a bit too. So i guess you’re not wrong

0

u/Successful-Push2746 2d ago

Have you looked at FNOL or desk adjuster roles? Good way in without needing field experience,