Recruiting For Insurance Agencies: Hiring The Best Talent

From sales agents to underwriters to customer service representatives, as an insurance agency, it is important you hire the right talent to ensure the success of your business. The right talents are essential in meeting your business goals and providing excellent service to your clients.

Recruiting for Insurance Agencies: Tips and Strategies for Hiring the Best Talent

As an insurance professional, I understand how important hiring the right people can be for the success of your business. Having the right talent ensures you can meet your goals and provide great service to your clients.

In this article, we’ll discuss how you can identify your hiring needs and goals, how you can source candidates, how to evaluate candidates, and how to onboard and train new hires effectively. Let’s get started! 

Identify Your Hiring Needs And Goals

As an independent insurance broker, I understand how important it can be to hire someone to fulfill a role in your business. Before beginning the recruitment process, it is important to identify your hiring needs and goals. 

This includes determining the specific roles and skills you need to fill, as well as defining your company culture and values. 

Some factors to consider when identifying your hiring needs and goals include:

  1. Roles And Skills: Consider the specific roles and skills that are needed to support your business goals and objectives. This may include positions such as sales agents, underwriters, customer service representatives, and claims adjusters.
RoleSkills Required
Sales AgentStrong communication and negotiation skills, ability to build and maintain relationships, knowledge of the industry and products, ability to meet and exceed sales goals
UnderwriterStrong analytical and problem-solving skills, knowledge of underwriting principles and guidelines, ability to assess risk and make decisions, attention to detail
Customer Service RepresentativeStrong communication and interpersonal skills, ability to handle and resolve customer complaints, ability to multitask and prioritize, knowledge of company policies and procedures
Claims AdjusterStrong analytical and problem-solving skills, ability to investigate and evaluate claims, knowledge of insurance policies and laws, ability to negotiate settlements
  1. Company Culture And Values: Define your company culture and values to help attract candidates who will fit in with your organization. This may include things like your mission, vision, and core values, as well as the work environment and company culture.
Company Culture & ValuesExample Descriptions
MissionTo provide exceptional products and services that exceed customer expectations and contribute to the growth and success of our company.
VisionTo become a leading company in our industry, known for our innovation, integrity, and commitment to our customers and employees.
Core ValuesWe conduct ourselves with honesty and transparency in everything we do.

By identifying your hiring needs and goals, you can more effectively target your recruitment efforts and find the best candidates for your insurance agency. Make sure to consistently refer back to your values and vision as it builds a culture in your office in a meaningful way!

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Source Candidates Through A Variety Of Channels

As an insurance professional, I recommend sourcing candidates from a variety of channels to ensure you have a wide pool of candidates. There are several channels you can use to source candidates for your insurance agency, including:

  1. Job Boards And Online Job Posting Sites: Job boards and online job posting sites are a popular way to reach a large pool of potential candidates. These platforms allow you to post job openings and receive resumes from interested candidates. Some popular job boards and online job posting sites for the insurance industry include,, and
  1. Social Media And Networking Events: Social media platforms and networking events can be effective ways to reach potential candidates and build your professional network. This may include posting job openings on platforms like LinkedIn, attending industry events and conferences, and joining industry organizations and groups.
  1. Insurance Industry Organizations And Schools: Another option for sourcing candidates is to reach out to insurance industry organizations and schools. This may include contacting professional associations, such as the National Association of Health Underwriters or the Independent Insurance Agents and Brokers of America, or recruiting from insurance-focused schools and universities.

Evaluate Candidates Through Structured Interviews And Assessments

After you have gathered a pool of potential employees, you need to evaluate them so you can find the one right for your business. As an independent insurance broker, I know how important the evaluations and assessments can be when you are looking for the perfect hire, and I have gathered some tricks over the years to make this process more effective.

Once you have identified and sourced potential candidates, it is important to evaluate them through structured interviews and assessments to determine the best fit for your insurance agency. Some tips when evaluating potential hires based on my experience as an insurance professional are: 

Structured Interviews

Structured interviews involve asking consistent, job-related questions to all candidates, which can help you make more objective and fair comparisons. This may include asking questions about the candidate’s experience, skills, accomplishments, and how they might handle specific scenarios related to the role. Here’s a list of some great questions to ask:

  1. Can you tell us about your previous experience in the insurance industry?
  2. How do you stay current with changes and developments in the insurance industry?
  3. Can you give an example of the case of a particularly challenging claim you had to handle and how you resolved it?
  4. How do you prioritize and manage your workload to meet deadlines and goals?
  5. How do you ensure that customer needs and concerns are effectively addressed and resolved?
  6. Can you explain a time when you had to make a difficult decision that affected a customer? How did you handle it?
  7. How do you communicate with underwriters and other team members to ensure smooth processing of insurance applications?
  8. How do you evaluate risk and make decisions when assessing insurance applications?
  9. Can you tell us about a time when you identified and resolved a process or system inefficiency in your previous role?
  10. How do you maintain and build relationships with clients and other industry professionals?

Consider Using Assessments

Assessments can be a useful tool for evaluating candidates’ skills and fit with your company. This may include aptitude tests to measure candidates’ abilities in problem-solving and critical thinking and personality assessments to determine how well candidates align with your company’s culture and values.

  1. Aptitude Tests: These tests measure candidates’ abilities in areas such as math, verbal reasoning, problem-solving, and critical thinking. Examples include the Wonderlic Cognitive Ability Test and the Raven’s Progressive Matrices.
  2. Personality Assessments: These tests measure a candidate’s personality traits, values, and work style. Examples include the Myers-Briggs Type Indicator (MBTI) and the Big Five Personality Traits.
  3. Skills Tests: These tests measure a candidate’s proficiency in specific skills such as typing, data entry, or coding.
  4. Work Sample Tests: These tests ask candidates to complete a task or project that simulates the work they will be doing in the role. It’s a good way to evaluate their skills and work style.
  5. Behavioral Interviews: This is an interviewing technique that focuses on a candidate’s past behavior and experiences to predict future performance.
  6. Simulation or Role-playing exercises: This is a way to test how candidate would react in real-life situations, it can be useful for management or leadership roles.

Onboard And Train New Hires Effectively

Finally, you found your perfect employee! Now, you have to onboard and train your new hire(s) effectively. Throughout my experience as an insurance professional, I have learned that proper onboarding and training is an important step in securing success for yourself, your business, and your new hires. 

Once you have hired the best candidates for your insurance agency, it is important to onboard and train them effectively to ensure their success in their new roles. 

Some tips for onboarding and training new hires include:

Develop A Comprehensive Onboarding Program

A comprehensive onboarding program can help new hires feel welcomed and supported as they transition into their new roles. This may include introducing them to their team and colleagues, providing information about the company and its policies and procedures, and setting clear expectations for their performance.

  1. Introduction To The Company: The new CSR will be provided with an overview of the company’s mission, vision, and values, as well as its history and culture.
  2. Review Of Company Policies And Procedures: The CSR will be given a comprehensive review of the company’s policies and procedures, including customer service protocols, data privacy, and compliance requirements.
  3. Training On Company Systems And Tools: The CSR will receive training on the company’s computer systems and software, including the claims management system and CRM.
  4. Product And Service Training: The CSR will be given a thorough understanding of the company’s products and services, including the different types of insurance policies and coverage options.
  5. Role-Specific Training: The CSR will receive training specific to their role, including how to handle customer inquiries and complaints, how to assess and process insurance claims, and how to build and maintain relationships with customers.
  6. Shadowing And Mentoring: The CSR will have the opportunity to shadow and learn from experienced CSRs and managers.
  7. Performance Evaluations: The CSR will receive ongoing evaluations of their performance, including feedback on their progress, areas for improvement, and opportunities for growth.
  8. Regular Check-Ins: The CSR will have regular check-ins with their manager to review their progress and address any concerns or issues.
  9. Compliance And Legal Training: the CSR will have an overview of the compliance laws and regulations that apply to the insurance industry and the company specific policies.
  10. Setting And Reviewing Goals: The CSR will work with their manager to set and review performance goals, both short and long-term.

Offer Ongoing Training And Development Opportunities

To support the ongoing development of your new hires, it is important to offer ongoing training and development opportunities. This may include providing access to industry-specific training, offering leadership development programs, and encouraging participation in professional organizations and events.

  1. Continued Product And Service Training: As the insurance industry evolves, it is important that CSRs stay up-to-date with changes to products and services, as well as new regulations and laws.
  2. Professional Development Courses: CSRs can take courses and certifications to improve their skills and knowledge in areas such as customer service, communication, and problem-solving.
  3. Conferences And Seminars: Attending industry conferences and seminars can provide CSRs with the opportunity to network with their peers, learn about new developments and trends in the industry, and gain new insights and ideas.
  4. In-House Training And Workshops: The company may provide in-house training and workshops on specific skills, such as negotiation, time management, and conflict resolution.
  5. Mentoring Programs: CSRs can benefit from having a more experienced mentor who can provide guidance and advice on navigating the industry and developing their skills.
  6. Cross-Functional Training: CSRs can be given the opportunity to learn about other aspects of the business such as underwriting, claims adjusting, or marketing in order to have a better understanding of how the company functions.
  7. Coaching And Feedback: CSRs will receive regular coaching and feedback on their performance, which can help them identify areas for improvement and set goals for their development.
  8. Self-Study And E-learning: The company may provide access to online resources, books, and articles that can help the CSR improve their skills and knowledge.
  9. Performance Evaluations: Periodic evaluations will help CSRs assess their progress and identify areas where they need to focus their development efforts.


As an insurance professional, I understand how difficult it can be finding the best hires. However, by following the tips in the article, you can find and hire the best talent for your insurance agency. Whether you’re a small independent agency, or a much larger enterprise, these tricks will help you find the top talent to support the growth and success of your business.

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