Insurance Agent Test

An insurance agent test is designed to assess candidates across the key skills needed to be successful working as an insurance agent.

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What is an insurance agent test?

An insurance agent test is an online aptitude assessment used to evaluate the proficiency of applicants in the skills and talents needed to work as an insurance agent. It can be effectively used during the early stages of the recruitment process to provide insight into the abilities of applicants and to efficiently streamline the talent pool.

The test can assess key skills for an insurance agent including numerical aptitude, communication skills, critical thinking, and problem-solving ability.

The test requires candidates to answer a series of multiple-choice questions under timed conditions, which means the test measures aptitude, speed of work, and accuracy under pressure.

A high score in the insurance agent test displays an alignment with the skills and qualities needed for the role and indicates the potential to excel.

About the Insurance Agent Test

An insurance agent acts as an intermediary between clients and insurance companies, identifying sales opportunities and promoting new insurance contracts or policies.

Agents need to be well versed in risk management strategies and effectively work across a large portfolio of clients. They are responsible for generating sales, as well as handling policy renewals, and tracking claims.

They need solid numerical and problem-solving skills to help match clients with the right products and services. They also require strong communication skills to create the rapport needed to be successful in a customer-facing sales role.

The insurance agent test assesses a candidate's proficiency in these skills, to ensure you select the most suitable candidate for your vacant position.

Why should you use an insurance agent test for recruiting?

When recruiting for an open insurance agent position that has received a large volume of applications, it can be difficult to meaningfully differentiate between candidates. Many prospective employees have similar levels of experience listed on their CV or application form, and this can make it tricky to ascertain what might make one applicant more suitable than the next.

The insurance agent test gives insight into practical ability around key skills, which greatly assists in the screening and shortlisting process. Using the data provided by aptitude testing, informed and objective recruitment decisions can be made.

The test can be tailored to accurately assess communication, situational awareness, and personality, alongside mathematical and problem-solving ability, through the inclusion of verbal reasoning, situational judgement, personality, numerical reasoning, and logical reasoning test sections.

The insurance agent test is easy to administer, quickly providing your recruitment team with the information needed to make hiring more efficient and effective. Aptitude testing saves both time and money, ensuring the strongest candidate is selected.

The insurance agent test may be useful when recruiting for the following roles:

View a sample report

Results for the Insurance Agent Test along with other assessments the candidate takes will be compiled to produce a candidate report.

The report is automatically generated and available both online and as a downloadable pdf so they can be shared with other team members and employees alike.

App screenshot

How our test assesses insurance agent skills

Candidates will need to answer a range of questions that measure industry-specific technical skills where applicable (e.g. Microsoft Excel), soft skills (e.g. accountability), aptitude (e.g. numerical reasoning) and relevant personality dimensions (e.g. integrity). The results present a holistic view of how well suited each candidate is for the job at hand, using a data-driven approach.

The format varies by type of question, including multiple-choice for aptitude and technical skills, situational judgement for soft skills and agreement on a Likert scale for the personality dimensions. This approach ensures candidates are being assessed in an accurate and fair manner, and that results reflect the true underlying qualities of each candidate.

The characteristics, abilities and knowledge necessary to be an insurance agent were identified using the US Department of Labor's comprehensive O*NET database. O*NET is the leading source of occupational information that is constantly updated by collecting data from employees in specific job roles.

During the development process, test questions were rigorously analysed to maximise reliability and validity in line with industry best practices. They were created by our team of I/O psychologists and psychometricians – who collaborated with subject-matter-experts – and field-tested with a representative sample of job applicants who have varying experience, just like you might find in a talent pool.

Each test is reviewed by a panel of individuals representing diverse backgrounds to check for any sensitivity, fairness, face validity and accessibility issues. This ensures each candidate has a fair chance of demonstrating their true level of expertise.

Our insurance agent test is monitored to ensure it is up-to-date and optimised for performance.

Our test platform

Our platform offers an extensive library of hundreds of tests, giving you the flexibility to select and combine them in any way that suits your hiring needs. From understanding specific role requirements to assessing general cognitive abilities, our diverse library ensures you can tailor your assessment process precisely.

Multi-format.
Our test questions come in various formats, including multiple-choice, true and false, ranking and situational judgment, all ensuring comprehensive candidate assessment.
Role-specific simulations.
Experience real-world scenarios with our role-specific simulations, providing accurate insights into candidates' performance, readiness and fit for the position.
Adaptive scoring.
Our adaptive scoring system evaluates responses in real-time, by adjusting to the candidate's ability level, enhancing accuracy and reliability.

Curated by our
team of experts

Expert 1 Expert 2 Expert 3

Scientifically validated by psychometric specialists

  • Our team of assessment experts is made up of I/O psychologists, psychometricians, and subject matter experts who work closely together to ensure each test is accurate and reliable.
  • Our subject matter experts are rigorously vetted and typically have several years of experience working in their industries and hold advanced credentials.

Frequently asked questions

What skills are needed to be an insurance agent?

Insurance agents need strong communication skills backed up by a solid mathematical and problem-solving ability so they can provide the best service for their clients. These competencies can be assessed through verbal reasoning, situational judgement, numerical reasoning, and logical reasoning tests.

Where in the application process is it best to use the insurance agent test?

Insurance agent tests are most effective when used in the early stages of the recruitment process, after initial application submission. At this point in time, the insight they provide can be used to efficiently streamline the applicant pool, speeding up the hiring process and ensuring the strongest candidates proceed to the next stage.

What is the cost for Neuroworx's insurance agent test?

Neuroworx operates on a monthly or annual subscription basis. We have several plans to suit your hiring needs, which you can check out here. Alternatively, you can get in touch with us to discuss a custom plan.

Can I get a free trial?

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.

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