Insurance Agent Interview Questions & Answers


An Insurance Agent is a person who sells insurance policies. Insurance Agents call and meet with clients and potential clients to grow their customer base. Insurnce agents goal is to get information about clients' needs and match them with insurance policies they offer.

Whether you're a job seeker preparing to be interviewed for the role of Insurance Agent or an employer preparing to interview candidates for Insurance Agent position, these Insurance Agent interview questions will help you prepare yourself for the job interview session.

Insurance Agent Interview Questions

Below are a list of some skill-based Insurance Agent interview questions.

  1. Are you able to handle rejection? If so, how?
  2. Here’s one of our insurance plans. Sell it to me
  3. If a client has a complaint about their insurance company, how would you handle it?
  4. Potential insurance buyers often refuse to purchase what an insurance agent is selling the first time around. How will you persuade them otherwise?
  5. Many clients call or meet with us to get clarification on specific aspects of our policies. How would you help them understand these things?
  6. You may have to bargain with some buyers. How would you deal with unprofitable negotiation terms?
  7. Do you have experience working with insurance software and other tools to help you perform your job duties?
  8. Depending on the kinds of projects you’ll be doing for us, we may need you to handle some self-promotion and advertising. What techniques would you use?
  9. What was your most successful sale as an Insurnce agent?
  10. You’ll have to learn to ask the right questions when it comes to finding out the needs of clients. How can you do this?
  11. What is your experience with working with clients who have complex insurance needs?
  12. What would you do if you were about to make a sale, but the potential customer asked an insurance question that you didn’t have the answer for?
  13. When meeting with a client for the first time, what do you do to build a positive first impression?
  14. What is your process for qualifying a lead before approaching them with a pitch about your insurance offerings?
  15. Tell me about a time you had to deal with an aggressive client. How did you handle it?
  16. It is important for insurance agents to know how they compare to competitors. How do you stay aware of the plans and specials that other insurance companies currently offer?
  17. What are people’s criteria in choosing an insurance policy?
  18. Are you comfortable cold calling unqualified sales leads?
  19. Which insurance industries do you have the most experience working with?
  20. How do you discuss complex risk management concepts and topics with the average buyer?
  21. Which up-selling techniques have you employed to your clients?
  22. As an Insurnce agent, what methods do you use to track insurance claims and communicate with your clients about their progress?
  23. How do you maintain a strong relationship with all of your current clients to encourage policy renewals and prevent customer attrition?
  24. Describe your process for researching new insurance policies and comparing them to existing options.
  25. What digital marketing methods would you use to educate potential customers about our insurance offerings?
  26. Have you ever turned away a potential customer, and if so, why?
  27. Provide an example of a time when you helped a client save money on their insurance policy.
  28. What timeline do you use to follow up when customers request additional information about an insurance plan?
  29. We want to make sure our insurance agents are up-to-date on industry changes. As an Insurnce agent, what sources do you use to stay informed about new developments in insurance?

Insurance Agent Interview Questions and Answers

Every interview is different and the questions may vary. However, there are lots of general questions that get asked at every interview.

Below are some common questions you'd expect during Insurance Agent interviews. Click on each question to see how to answer them.

  1. What is Your Salary Expectation?
  2. Tell Me About Yourself
  3. Are You a Leader or a Follower?
  4. Why Do You Want To Leave Your Current Job?
  5. What Is Your Greatest Accomplishment?
  6. What is Your Greatest Strength?
  7. What is Your Greatest Weakness?
  8. Why Should We Hire You?
  9. Do You Have Any Questions for Us?
  10. Why Do You Want This Job?