Launching soon! The AI-powered interview tool – See it in action
Launching soon! AI-powered interview tool – View demo
Insurance Agent Test | Pre-employment assessment - Testlify
Back to Test Library

Insurance Agent Test

Overview of Insurance Agent Test

An insurance agent assessment is a tool used to evaluate the skills and knowledge of potential insurance agents during the hiring process. it determines whether an individual has the skills and knowledge necessary to succeed as an insurance agent.

Skills measured

  • Sales
  • Communication
  • People Skills

Available in



Role Specific Skills


10 Mins





Use of Insurance Agent test

An insurance agent is a professional who helps individuals and businesses choose insurance policies that meet their needs. Insurance agents may work for a specific insurance company or be independent agents who represent multiple insurance companies.
Insurance agents may specialize in a particular type of insurance, such as life insurance, health insurance, or property and casualty insurance. They may work in a variety of settings, including insurance agencies, brokerages, and financial institutions. Insurance agents must be licensed in the state where they work and may be required to complete continuing education courses to maintain their license.

Relevant for

  • Insurance Claims Clerk
  • Insurance Sales Agent

Hire the best,
every time,


Customer satisfaction

Testlify helps you identify the best talent from anywhere in the world, with a seamless experience that candidates and hiring teams love every step of the way.



Sales refer to the activity of selling goods or services to customers in exchange for money or other forms of payment. Sales is an important aspect of businesses and organizations, as it helps to generate revenue and drive growth. Sales can take place through various channels, such as in-person, online, or over the phone. Sales professionals are also responsible for finding and cultivating potential customers, negotiating sales, and closing deals. Effective sales strategies and techniques can help businesses increase their customer base and achieve financial success.



Communication is the exchange of thoughts, messages, or information, by speaking, writing, or using some other medium. It is a fundamental human activity that enables people to interact with one another and share information, ideas, and feelings. Effective communication is important in all aspects of life, as it helps people to understand each other, resolve conflicts, and build relationships. It is especially important in the workplace, as it can improve teamwork, productivity, and overall organizational performance.


People Skills

People skills, also known as interpersonal skills or social skills, are the abilities that enable people to effectively interact with others. People skills are important in all aspects of life, as they help us to build and maintain relationships, communicate effectively, and navigate social situations. Developing strong people skills can be beneficial in both personal and professional settings, as they can help individuals to build and maintain strong relationships, work effectively in teams, and navigate complex social situations.

The Insurance Agent test is created by a subject-matter expert

Testlify’s skill tests are designed by experienced SMEs (subject matter experts). We evaluate these experts based on specific metrics such as expertise, capability, and their market reputation. Prior to being published, each skill test is peer-reviewed by other experts and then calibrated based on insights derived from a significant number of test-takers who are well-versed in that skill area. Our inherent feedback systems and built-in algorithms enable our SMEs to refine our tests continually.

subject matter expert

Why choose Testlify

Elevate your recruitment process with Testlify, the finest talent assessment tool. With a diverse test library boasting 1500+ tests, and features such as custom questions, typing test, live coding challenges, Google Suite questions, and psychometric tests, finding the perfect candidate is effortless. Enjoy seamless ATS integrations, white-label features, and multilingual support, all in one platform. Simplify candidate skill evaluation and make informed hiring decisions with Testlify.

Top five hard skills interview questions for Insurance Agent

Here are the top five hard-skill interview questions tailored specifically for Insurance Agent. These questions are designed to assess candidates’ expertise and suitability for the role, along with skill assessments.

hard skills

Why this Matters?

Insurance agents must be able to handle challenging situations and resolve conflicts with clients to maintain customer satisfaction and loyalty.

What to listen for?

Look for candidates who demonstrate strong communication and problem-solving skills, can remain calm under pressure, and have experience handling difficult clients or situations in the past.

Why this Matters?

Insurance agents must be knowledgeable about the policies they sell and the legal and regulatory requirements that govern them. They must also keep their clients informed of any changes to their policies or coverage.

What to listen for?

Look for candidates who demonstrate a strong commitment to ongoing learning and professional development, and who are comfortable using technology and online resources to stay informed.

Why this Matters?

Insurance agents must be able to develop new business opportunities and build a strong client base to meet sales targets and grow their business.

What to listen for?

Look for candidates who demonstrate strong networking and relationship-building skills, as well as experience developing marketing strategies and sales plans to reach new clients.

Why this Matters?

Insurance agents must be able to navigate complex legal and financial requirements when negotiating and settling insurance claims.

What to listen for?

Look for candidates who can provide specific examples of successful claim settlements, and who are knowledgeable about the legal and financial considerations involved in the process.

Why this Matters?

Insurance agents must be able to assess risk and accurately evaluate the appropriate level of coverage for their clients.

What to listen for?

Look for candidates who have a strong understanding of risk assessment and underwriting principles, and who can explain how they use data and other tools to determine the right level of coverage for each client.

Frequently asked questions (FAQs) for Insurance Agent Test

People skills

Meeting with clients to understand their insurance needs and risk profile.
Providing clients with information about available insurance products and helping them choose the best policy.
Assessing clients' insurance needs and recommending appropriate coverage.

Handling policy renewals and making changes to existing policies.

Frequently Asked Questions (FAQs)

Want to know more about Testlify? Here are answers to the most commonly asked questions about our company

Yes, Testlify offers a free trial for you to try out our platform and get a hands-on experience of our talent assessment tests. Sign up for our free trial and see how our platform can simplify your recruitment process.

To select the tests you want from the Test Library, go to the Test Library page and browse tests by categories like role-specific tests, Language tests, programming tests, software skills tests, cognitive ability tests, situational judgment tests, and more. You can also search for specific tests by name.

Ready-to-go tests are pre-built assessments that are ready for immediate use, without the need for customization. Testlify offers a wide range of ready-to-go tests across different categories like Language tests (22 tests), programming tests (57 tests), software skills tests (101 tests), cognitive ability tests (245 tests), situational judgment tests (12 tests), and more.

Yes, Testlify offers seamless integration with many popular Applicant Tracking Systems (ATS). We have integrations with ATS platforms such as Lever, BambooHR, Greenhouse, JazzHR, and more. If you have a specific ATS that you would like to integrate with Testlify, please contact our support team for more information.

Testlify is a web-based platform, so all you need is a computer or mobile device with a stable internet connection and a web browser. For optimal performance, we recommend using the latest version of the web browser you’re using. Testlify’s tests are designed to be accessible and user-friendly, with clear instructions and intuitive interfaces.

Yes, our tests are created by industry subject matter experts and go through an extensive QA process by I/O psychologists and industry experts to ensure that the tests have good reliability and validity and provide accurate results.

Hire with Facts, not Fiction.

Resumes don’t tell you everything! Testlify gives you the insights you need to hire the right people with skills assessments that are accurate, automated, and unbiased.

©2024 Testlify All Rights Reserved

Please enable JavaScript in your browser to complete this form.


[fluentform id=”23″]

Get 40% off on your first year’s billing!

Hurry and make the most of this special offer before it expires.

New customers only.

[fluentform id=”21″]

Test library request

These are upcoming tests. If you wish to prioritize this test request, we can curate it for you at an additional cost.

Please enable JavaScript in your browser to complete this form.
No settings found for the grid #1.