Insurance Test

Hiring for a candidate that will be successful in a role in the insurance industry can be challenging because there are not many qualifications that are specifically relevant. With the right pre-employment testing, applicants can be screened according to the skills and aptitudes that make a difference in success.

  • About the insurance test

    The insurance test is an essential addition to the recruitment process when efficiency is important; it is a short and effective way to screen candidates using fair and relevant questions so that hiring is faster and more effective.

    The insurance industry has a wide range of roles on offer, and the insurance test focuses on the skills, aptitudes, and knowledge that a candidate needs to be successful. While recruiters might be looking for candidates who have completed an apprenticeship or other qualification from the Chartered Insurance Institute, many applicants might come from a huge range of backgrounds with different types of experience - so the insurance test is a great way to evaluate all the applicants using the same questions.

    Insurance is an industry that requires some specialized skills - like effective negotiation and communication, but it also needs good levels of numeracy and literacy as well as analysis and logic.

    With the insurance test, recruiters can collect quantifiable and reliable data about every applicant, which makes the decision on which candidate to take further into the process much more simple.

Jump to a section on this page:

  1. About the insurance test
  2. Benefits of the insurance test
  3. Recommended tests for assessing insurance skills
  4. Insurance Test FAQs

Identify the best candidates and hire faster

Our pre-employment tests let you drill down to the best candidates at the click of a button.

  • Find those candidates who will excel in the role.

    Select the assessments that match the skills or behaviours for the position. You can test for software or coding competency, soft skills like teamwork, or personality traits, to be sure those who pass have high potential.

  • Reduce costs and time.

    No more laborious sifting of resumes or cover letters. Pick your ideal assessment mix, invite your applicants to take them, see the results in your dashboard. Get to the interview stage fast.

  • Eliminate bias.

    All your candidates take the assessments on a level playing field. Only their results determine whether they get shortlisted.

  • Benefits of the insurance test

    When recruiting into the insurance industry, it can be challenging to find candidates who possess the skills and competencies to be successful. With a lack of formal education relating specifically to the insurance industry (aside from the professional certifications from places like the Chartered Insurance Institute), finding candidates who not only have the right knowledge but can actually apply it to workplace situations is important.

    Testing helps recruiters to overcome these challenges because the simple-to-administer assessments can be sent to multiple candidates at the same time, providing them with the same opportunities to demonstrate that they have what it takes to be successful.

    For the candidate, the insurance skills test is accessible online, which means they can take it when and where they prefer (within a given deadline). The questions are relevant to the role, and every applicant answers the same questions. Recruiters can then use the results to choose the most qualified, skilled, and knowledgeable candidates to take further into the recruitment process, saving time and money while reducing the risk of bad hires.

    The insurance test would be suitable for a wide range of roles in the insurance industry, including:

More Industry Tests

With transferable and soft skills topping the list of necessary aptitudes for a candidate to be successful in the insurance industry, the following tests are recommended when hiring.

Numerical reasoning test

Numerical skills are essential to any role that involves calculations, whether that be calculating risk or working out the value of items to be insured. Numerical reasoning adds an extra layer of thinking to mathematical operations, ensuring that candidates can not only complete basic math problems, but use data and manipulate it to find the right answers.

In the numerical reasoning questions, candidates will be presented with numerical data, often in the form of tables, graphs, or charts. They will then be asked a question about the data given, with multiple-choice options to choose from for the answer.

To complete the questions, the candidate must be able to read and understand the numerical data in the question, and then apply their own mathematical knowledge and ability to perform a calculation to find the answer.

Verbal reasoning test

Verbal reasoning is about understanding written information, and using it to make logical and reasoned decisions. In the insurance industry, much information is shared in writing, from contracts and documents to statements about incidents - so candidates need to be able to demonstrate that not only do they have a good working knowledge of formal English and things like grammar and spelling conventions, they also need to show that they can pick out important details to use when making a decision.

In the verbal reasoning test, a candidate is provided with a passage of text, followed by a statement. There are multiple-choice options for answers, and the candidate needs to be able to quickly read, understand, and analyze the information provided in the text to answer the question correctly.

There is no previous knowledge needed, as the answer is provided in the text so all the candidate needs to do is find it and use it.

Error checking test

An eye for detail is an important part of many roles in the insurance industry, and errors that go unnoticed can have catastrophic repercussions - which is why the error checking test is an important part of any test battery used in insurance recruitment. While working without creating any errors might be the ultimate goal, spotting errors and dealing with them quickly and efficiently is more realistic and relevant.

In the error checking test, candidates are provided with two seemingly identical lists of information, and they need to find any discrepancies between them. This might include things like names, addresses, and phone numbers, or it could be product lists or identification codes.

To excel in this test, the candidate needs to be able to spot these errors and note them effectively, demonstrating that they can tell when something isn't quite right, even when under pressure.

Microsoft Excel test

Spreadsheets are an important part of the work that is done in insurance, and for candidates looking for a role in the industry, having demonstrable knowledge of using spreadsheets effectively can show that they are capable where it counts.

In the Microsoft Excel test, candidates are evaluated on their ability to utilize the features, filters, and data handling capabilities of this popular piece of office software by completing various tasks and showing that they know about things like formulas and how to create different visual representations of information.

The test is designed to show recruiters which candidates know their way around Excel like a pro, and can apply that knowledge to work-related problems.

Problem solving test

An essential - and transferable - skill that is useful for a candidate in insurance to have is the ability to solve problems quickly and efficiently, balancing company rules and legalities with customer service.

In the problem solving test, candidates are presented with a mixture of different work-related scenarios that are described as causing a problem that needs to be solved. Following the scenario is a series of different courses of action that could be taken to solve the problem, and the candidate needs to choose the one that is most like how they would deal with the issue if it were to happen in real life.

Some of the suggested courses of action might seem similarly useful in solving the presented problem, but the way that the candidate chooses to deal with it will demonstrate things like their personality traits, work behaviors, and problem-solving style so the recruitment team will be able to choose the candidates whose approach to issues most suits the values and needs of the business.

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Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

  • Assessments

    A full suite of assessments

    Our platform comes with 12 tests across both foundation and advanced levels so they’re suitable for everyone. Including aptitude, behavioural and personality tests, you’ll have a full range of tests to help you find the candidates you’re seeking.

  • Analytics

    An array of candidate metrics

    For each of your candidates, you’ll be given a comprehensive report. Included will be all the metrics you need to build a detailed picture of each candidate and ensure you’re making the right hiring decisions.

“The platform is so simple to use. I had used competitor providers for over six years and will never go back. Fast, efficient and friendly!”
Greg Chambers, HR Business Partner, Littlefish Ltd
Greg Chambers, HR Business Partner, Littlefish Ltd

Insurance Test FAQs

Why is it difficult to hire in the insurance industry?

Hiring in the insurance industry can be difficult because there is a lack of recognized qualifications that point to a successful candidate - but by using skills and aptitude testing, better hiring decisions can be made.

What questions should I ask in an insurance interview?

During an insurance interview, recruiters should find out more about the specific experience that each candidate has in relation to the skills that are needed in the role. This can come from work that has already been completed in the industry, or can be through competency-based questions like ‘tell us about a time when you had to give someone some difficult news.'

What is the price of the insurance test?

We offer a range of monthly and annual plans to meet your organization’s unique needs. Every plan includes our complete test suite covering all tests and all levels of difficulty. The only difference is the number of test attempts allowed.

Can I try out the test for free?

Yes, simply sign up (no credit card is required) and we’ll give you unlimited access for 7 seven days. Create as many jobs and test as many candidates as you want; you won’t be charged a penny.

“An unbeatable service, impressive platform and fantastic value for money.”
Laurence Fishman, Partner, NLPCA
Laurence Fishman, Partner, NLPCA

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