Insurance Agent Interview Questions

joseph cole

Updated on April 26, 2023

Are you on the hunt for an Insurance Agent for your organization? Here is a list of insurance agent interview questions that you must ask the contenders before you hire one.

Insurance Agent Interview Questions

The responsibility of an insurance agent is to identify the sales opportunities of insurance plans and manage a portfolio of clients. These individuals work for insurance firms or agencies and brokers where they are engaged in networking, selling and negotiating contracts.

There is not a mandatory qualification for this profile, except in the case where an official license is mandated by law. Look for the contenders who have experience in account management, sales or customer service. You can think that whether a degree in business or finance is a crucial aspect of your firm.

Pay attention to the candidates who are familiar with the administration of all kinds of insurance packages such as property, life, automobile, etc. Make sure you ask about their familiarity with social media marketing.

Look for the ones who are well-organized, excellent communicator, and are full of spirit. Depending on the tasks of the position you are hiring for, you can ask about their financial analysis as well as reporting skills.

Browse through our insurance agent interview questions and make the task of screening the best contenders a breeze

Operational and Situational questions

  • Can you name the insurance plans you are familiar with?
  • What forms of advertising do you employ as an insurance agent?
  • How do you maintain the record of policy plans you have sold?
  • Here is one of our insurance plans. Sell it to me.
  • What questions should you ask to assess the needs of the potential client?
  • Can you share the up-selling techniques you have employed with your clients?
  • Are you comfortable with cold-calling?
  • What would be your action if a client is trying to negotiate in a way that would not be profitable to our organization?

Behavioral questions

  • Can you share the most successful sale you have ever made?
  • Was there a time when you dealt with an angry client? If yes, then explain it.
  • Can you tell time when you helped a client with an issue regarding their policy?
  • Was there a situation when you had to close deals to meet the quota in short amount of time? If so, then how did you manage?
  • Describe a time when you convinced someone to buy insurance after having refused at first.
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