Assessment Template For Insurance Sales Agents

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
Insurance Sales Agents

Tests

Qustom Questions

Hiring success rate

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80% hiring better

Test Used

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17714 times

Popular Job Roles
Insurance AgentInsurance BrokerInsurance Sales AgentSales AgentSales AssociateSales RepresentativeUnderwriting Sales Representative

Occupation-Specific

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min

Tasks

  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Technology Skills

Enterprise resource planning ERP software

Advantage Information Systems The Agency Advantage, AMS Services AMS Sagitta, Microsoft Dynamics, Vulcan Solutions Vulcan Insurance

Video creation and editing software

Adobe Systems Adobe After Effects, Apple Final Cut Pro, YouTube

Customer relationship management CRM software

Allied Financial Software Act4Advisors, Applied Systems Vision, Insurance Technologies ForeSight Enterprise, Tangle S Creations Your Insurance Office

Financial analysis software

Cygnus Software IncomeMax, Insurance analysis software, Insurance rating software, Underwriting software

Medical software

Healthcare common procedure coding system HCPCS, Medical procedure coding software

Worker Requirements

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min
Skills
Reading Comprehension
Questions20
Time Limit25 min
Knowledge
Customer and Personal Service
Questions30
Time Limit20 min

Skills

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Persuasion

Persuading others to change their minds or behavior.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Sales and Marketing

Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Law and Government

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Worker Characteristics

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min
Skills
Reading Comprehension
Questions20
Time Limit25 min
Knowledge
Customer and Personal Service
Questions30
Time Limit20 min
Abilities
Oral Comprehension
Questions30
Time Limit20 min
Interests
Enterprising
Questions30
Time Limit25 min
Work Values
Independence
Questions30
Time Limit25 min
Work Styles
Integrity
Questions20
Time Limit15 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Speech Clarity

The ability to speak clearly so others can understand you.

Speech Recognition

The ability to identify and understand the speech of another person.

Interests

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Social

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Values

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Work Styles

Integrity

Job requires being honest and ethical.

Independence

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Achievement/Effort

Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

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