Insurance Agents are a key part of any insurance provider. They will contact potential customers to offer deals and packages, or to upsell new features or services to existing customers.
These are the important qualities to look for in an Insurance Agent:
- Excellent negotiator
- Confident telephone presence
- Rapid problem-solving skills
- Ability to work to targets
- Skilled with Microsoft Office and/or a CRM
Interviewing an Insurance Agent
An Insurance Agent is an essential hire for any insurance provider looking to grow their customer base, improve sales, or upsell new packages and features. As this role will have a direct impact on sales, you need to properly ensure you’ve got the right person for the job!
That’s why we’ve put together these example questions for use during your interview process. These example Insurance Agent interview questions will test the relevant skills of your candidate and make your decision easy.
How to open the job interview
While Insurance Agents will be strong communicators with excellent people skills, an interview is still bound to make them nervous. So, to combat this, it is important that you work to put them at ease.
This can be done by asking a couple of laid-back opening questions.