Insurance Agent

Insurance Agent


Your next Insurance Agent is waiting to be hired. These interview questions will find the best candidate to support your team.

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:

  • Well-organized
  • Excellent communicators
  • Confident

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?