Insurance Agent qualifications to look for
Insurance agents help clients navigate the right insurance plans and manage a portfolio of clients. You’ll find them in brokerages, insurance firms or agencies where they are involved in networking, selling and negotiating contracts.
Most candidates don’t need a degree or any formal qualifications unless mandated by your state. Experience in sales, account management or customer service are your go-to essentials with these hires.
Your best hires will be familiar with the administration of different insurance packages (automobile, life, property etc), and have a knack for social media marketing.
Keep an eye out for candidates who are:
- Excellent communicators
You may also want to ask about financial analysis and reporting skills.
Top tip: Hire candidates willing to grow by making sure their personal career goals align with your company's mission.
Problem-solving interview questions
- Review this insurance plan and give me your best pitch.
- What insurance plans are you familiar with and what type of client have you worked with?
- Which upselling techniques do you typically use?
- How do you evaluate a prospective client’s needs?
- How do you source prospects through social media?
- How do you feel about cold calling?
- How do you keep track of sales records?
- What forms of advertising do you use as an insurance agent?
- What are the typical criteria when choosing an insurance policy?
- If a client was trying to negotiate in a way that wouldn’t be favorable for our company, what would you do?
Behavioral interview questions
- How did you handle pushy clients?
- Describe a time you sold someone insurance you knew was necessary after they declined at first.
- Tell me about a time you had to meet a quota in a short period of time. How did you manage?
- What’s your biggest success so far?
- When have you helped a client with a problem regarding their policy? What was the outcome?