Insurance Agent Test

If you’re recruiting for an insurance agent, a tailored online test is an effective way to assess the skills of your applicant pool. Use this insight to ensure you streamline the top talent and select the best candidate for the role.

  • What is an insurance agent skills test?

    An insurance agent is responsible for selling insurance products to customers - this could be life insurance, health insurance or any kind of necessary cover.

    The insurance agent skills test is a multiple-choice assessment that evaluates the key skills for the role to help recruitment managers make more efficient and effective decisions around adding new talent to their teams.

    The test explores aspects such as applicants’ communication skills and interpersonal skills, to evaluate their sales ability, along with the attention to detail needed to create bespoke policies and the problem solving ability to refresh and pivot marketing strategies when necessary.

    The results of the test can be used to select which candidates possess the required qualities and should progress to the next stage of the hiring process.

Jump to a section on this page:

  1. What is an insurance agent skills test?
  2. What are the benefits of using the insurance agent skills test for pre-screening?
  3. How our test measures insurance agent skills
  4. Insurance Agent 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 tests that match the skills or behaviours the role needs. You can test software or coding knowledge, situational judgement for skills like teamwork, and personality, then decide who to interview on the results.

  • 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.

  • Compare like with like.

    Every candidate takes the same tests under the same conditions, so you shortlist on the same evidence for everyone rather than on first impressions.

  • What are the benefits of using the insurance agent skills test for pre-screening?

    An insurance agent skills test can be used to great effect in the early stages of the recruitment process. As an online aptitude and soft skills test, it can be easily administered to large applicant pools and provide clear data on the skills and strengths of prospective employees.

    As many CVs contain comparable experience, it can be tricky to ascertain one applicant’s level of suitability over another’s. The insurance agent test takes the ambiguity out of the process by measuring key skills to provide objective insight.

    An insurance agent must have a personable manner to interact with prospective clients and be able to listen carefully to ascertain their needs and match them with the correct product for their situation. The test assesses this through questions evaluating interpersonal and communication skills.

    Error checking questions explore attention to detail, as insurance agents are responsible for initial policy creation and any additions or changes to existing policies.

    Insurance agents may also develop marketing strategies around the insurance products they are in charge of, to promote the contracts and draw in new customers. Questions measuring problem solving abilities are placed to evaluate the skills needed to devise new effective approaches.

    The timed nature of the test also means it assesses both speed and accuracy under pressure, so you can be confident that the insurance agent skills test gives a rounded picture of your applicant pool’s level of suitability for the position.

    An insurance agent test would be suitable for the following roles:

More Job Skills Tests

How our test measures insurance agent skills

Test questions are designed to assess industry-specific technical skills, soft skills, aptitude and suitable personality dimensions. Our data-driven approach provides results that enable you to determine how suited is a candidate for the role.

Depending on the type of question, the format of the test may vary. Multiple-choice questions are used to measure aptitude, technical skills and soft skills, while agreement on a Likert scale assesses suitable personality dimensions. Skills tests ensure that candidates are being evaluated in a precise and impartial manner, their results demonstrating the true knowledge and potential of each test taker.

The characteristics required to be an insurance agent were determined by looking at the skills and abilities listed in the US Department of Labor’s O*NET database, which collects data from professionals in various fields.

O*NET is the largest database of its kind, providing detailed information about occupations and the requirements for each role.

Our team of I/O psychologists and psychometrics worked closely with subject-matter experts to create an extensive question bank that can be used to test multiple candidates. We also conducted rigorous field testing with a representative sample of candidates to ensure that the questions were reliable and valid.

Test scores are averaged together to give an overall score. The average score is compared to other candidates' scores to ensure there is no bias toward certain candidates.

Our insurance agent test is constantly updated and optimized to ensure the best experience and results.

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Recommended tests

A short battery for the role, which you can edit

For the roles on this site we suggest a set of short tests that cover what the job actually needs. Add or remove tests before you send the link. Every test is scored the same way for every candidate, and the report shows the platform average so a score can be read in context.

  • Assessments

    A full suite of assessments

    Our library covers aptitude, software and coding skills, situational judgement, language and personality tests. Combine up to six in one assessment to match the role.

  • 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 Agent Test FAQs

What skills are necessary for an insurance agent?

Insurance agents must have good communication skills as they are responsible for interacting with clients to discover their needs and sell them the correct product. Interpersonal skills increase the chances of building a rapport and closing sales, whilst attention to detail is needed in the execution of the policy document.

What other tests can I use to assess insurance agent skills?

The recruitment process for an insurance agent may also benefit from the addition of specific software skills tests such as Salesforce, or from teamwork or personality tests to assess compatibility with working as part of a larger sales team.

Are these tests available in my plan?

We have a range of plans available. The difference between the plans is the number of test attempts permitted, not the type of tests. All our plans include our full test suite comprising all tests and all levels.

Can I see what the test is like?

Yes, of course. You can try the test for free by signing up for a free trial.

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

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