Insurance Broker Test

When looking to fill an insurance broker position, it's important to make sure that the candidate has the skills necessary to do the job. An insurance broker skills test can help ensure that the candidate is a good fit for the position.

  • What is an insurance broker skills test?

    An insurance broker test is an assessment used by employers to evaluate candidates on the skills and attributes needed to be a successful insurance broker. When used in the early stages of the recruitment process as a pre-screening tool, the assessment provides a cost-effective way of identifying the best candidates for the position.

    The test is a timed assessment that assesses candidates against the core skills needed to be a successful insurance broker. The test comprises a series of multiple-choice and scenario-based questions, enabling recruiters to make objective recruitment decisions on which candidates are the right fit for the role based on their skills and attributes alone.

Jump to a section on this page:

  1. What is an insurance broker skills test?
  2. What are the benefits of using the insurance broker skills test for pre-screening?
  3. How our test measures insurance broker skills
  4. Insurance Broker Test FAQs

Identify the best candidates and hire faster

Our pre-employment tests let you drill down to the best candidates at the click of a button.

  • Find those candidates who will excel in the role.

    Select the assessments that match the skills or behaviours for the position. You can test for software or coding competency, soft skills like teamwork, or personality traits, to be sure those who pass have high potential.

  • Reduce costs and time.

    No more laborious sifting of resumes or cover letters. Pick your ideal assessment mix, invite your applicants to take them, see the results in your dashboard. Get to the interview stage fast.

  • Eliminate bias.

    All your candidates take the assessments on a level playing field. Only their results determine whether they get shortlisted.

  • What are the benefits of using the insurance broker skills test for pre-screening?

    Insurance brokers work as the third party between their client and an insurance company. The focus of their role is to assess a client's insurance situation and requirements for insurance and provide advice tailored to their needs.

    Insurance brokers are often seen as specialists within the insurance field, using skills along with their knowledge of the insurance market to provide the best possible service to their clients.

    Effective insurance brokers possess a wide variety of skills that enable them to be successful in their roles. These include strong analytical skills in reviewing their client's requirements along with suitable policies available in the market.

    They also need to be proficient communicators, varying their communication styles according to their clients and using their interpersonal skills to foster productive working relationships between clients and insurance companies. Time management, decision making, and accountability skills are also critical skills needed by all insurance brokers.

    These skills and attributes are often challenging to assess from a CV or interview alone. The insurance broker test allows employers to practically assess candidates on these core skills, identifying those with the required skill set and the necessary skill level.

    The skills needed to be an insurance broker are common to many other roles within the financial field. This makes the insurance broker test a beneficial addition to the recruitment process for a number of positions, such as:

    • Financial adviser
    • Claims adjuster
    • Underwriter
    • Insurance technician

More Job Skills Tests

How our test measures insurance broker skills

Test questions are designed to assess industry-specific technical skills, soft skills, aptitude and suitable personality dimensions. Our data-driven approach provides results that enable you to determine how suited is a candidate for the role.

Depending on the type of question, the format of the test may vary. Multiple-choice questions are used to measure aptitude, technical skills and soft skills, while agreement on a Likert scale assesses suitable personality dimensions. Skills tests ensure that candidates are being evaluated in a precise and impartial manner, their results demonstrating the true knowledge and potential of each test taker.

The characteristics required to be an insurance broker were determined by looking at the skills and abilities listed in the US Department of Labor’s O*NET database, which collects data from professionals in various fields.

O*NET is the largest database of its kind, providing detailed information about occupations and the requirements for each role.

Our team of I/O psychologists and psychometrics worked closely with subject-matter experts to create an extensive question bank that can be used to test multiple candidates. We also conducted rigorous field testing with a representative sample of candidates to ensure that the questions were reliable and valid.

Test scores are averaged together to give an overall score. The average score is compared to other candidates' scores to ensure there is no bias toward certain candidates.

Our insurance broker test is constantly updated and optimized to ensure the best experience and results.

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Validated

Predictor of job success

Picked provides evidence-based recommendations for tests to use for over 750 jobs. Our recommendation engine leverages data from the Occupational Information Network (O*NET) developed by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA).

  • Assessments

    A full suite of assessments

    Our platform comes with 12 tests across both foundation and advanced levels so they’re suitable for everyone. Including aptitude, behavioural and personality tests, you’ll have a full range of tests to help you find the candidates you’re seeking.

  • Analytics

    An array of candidate metrics

    For each of your candidates, you’ll be given a comprehensive report. Included will be all the metrics you need to build a detailed picture of each candidate and ensure you’re making the right hiring decisions.

“The platform is so simple to use. I had used competitor providers for over six years and will never go back. Fast, efficient and friendly!”
Greg Chambers, HR Business Partner, Littlefish Ltd
Greg Chambers, HR Business Partner, Littlefish Ltd

Insurance Broker Test FAQs

What are the necessary skills to be an insurance broker?

Successful insurance brokers share a common set of skills that enable them to effectively meet their client's needs and deliver a high-quality expert service. These include strong communication skills, both verbal and written. Effective interpersonal skills are also needed, along with time management, decision making, and analytical skills.

What other tests can be used to assess insurance broker skills?

Several tests can be used to assess the skills needed to be an insurance broker. These assessments evaluate individuals on the specific skills required for the role. Tests include decision making, communication skills, interpersonal skills, time management, leadership, and logical reasoning tests.

Can I see what the test is like?

Yes, of course. You can try the test for free by signing up for a free trial.

Are these tests available in my plan?

We have a range of plans available. The difference between the plans is the number of test attempts permitted, not the type of tests. All our plans include our full test suite comprising all tests and all levels.

“An unbeatable service, impressive platform and fantastic value for money.”
Laurence Fishman, Partner, NLPCA
Laurence Fishman, Partner, NLPCA

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