Insurance Broker

If you are looking to hire an insurance broker, you might want to consider using a skills test to assess the competencies and knowledge of your candidate pool.

  • What is an insurance broker test?

    An insurance broker test assesses a range of skills relevant to the role, from situational judgement to customer service and sales aptitude.

    Using multiple-choice questions, candidates are sent the insurance broker test during the pre-screening stages of the recruitment process. Scores are then compared to other applicants, allowing you to shortlist candidates easily.

    An insurance broker test is increasingly used to support recruitment within insurance departments, as it helps recruiters make data-driven decisions on candidates, whilst also improving the quality of hire.

About the Insurance Broker

An insurance broker is not just about sales skills; it’s about providing great service to customers looking for specialist advice.

Using an insurance broker test ensures candidates have the full set of skills needed in the role, helping to ensure you make the right hiring decision.

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  • Why should you use an insurance broker test for recruiting?

    An insurance broker test assesses a range of different competencies such as sales, customer service, communication and situational judgement. Such skills are particularly difficult to assess through traditional means of recruitment, like resumes.

    An insurance broker test can be easily administered to a large number of candidates in your talent pool to provide comparative data. This gives you more insight into the suitability of each candidate.

    The insurance broker test could be used for any of these roles:

Picked Sample Report

View a sample report

Results for the Insurance Broker 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.

How our test assesses insurance broker 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. interpersonal skills), aptitude (e.g.numerical reasoning) and relevant personality dimensions (e.g. detail orientation). 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 broker 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 broker test is monitored to ensure it is up-to-date and optimised for performance.


Access real assessments

Instant access to our full testing suite.

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    Fully accredited

    All our Insurance Broker tests are written by accredited psychologists and fully validated.

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    For all levels

    We offer Insurance Broker tests for all levels so you can assess all roles within your organisation.


Energize selection process

Streamline hiring with our out-of-the-box tools.

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    Smart automations

    Automated actions such as alerts and reminders ensure a smooth candidate experience.

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    Instant results

    Receive candidate results in real-time so you can make decisions in hours, not days.


Make better hires

Improve hiring with bias-free, data-driven decisions.

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    Analytics dashboard

    Our full array of candidate performance metrics will provide actionable data on each of your candidates.

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    Candidate comparison

    Simple, easy-to-use candidate comparison reports mean you don’t need to be a psychologist to interpret them.

“We used Picked as part of our Finance Graduate Scheme recruitment and it was just what we needed – really simple to send candidates the link to complete and clear to see how they all compared. And great value for money!”
Christina, HR Director, Cancer Research, UK
Christina, HR Director, Cancer Research, UK
“Personality profiling allowed us to perform lookalike modelling of our most successful employees and use this as a blueprint for new hires.”
Nick, HR Operations, Airbus, Spain
Nick, HR Operations, Airbus, Spain


What are the key skills you should look for when hiring an insurance broker?

When hiring an insurance broker, it is important to test for the following skills:

  • Confidence and negotiation skills
  • Integrity and reliability
  • Time management
  • Interpersonal skills
  • Good judgement
  • Strong verbal and written communication
Is the insurance broker test difficult?

The insurance broker test assesses an intermediate level of skill and is ideal for anyone with some experience as an insurance broker, or in customer service or sales roles.

What is the cost for Picked's Insurance Broker test?

We operate a three-tiered monthly subscription fee, so you can pick the perfect plan for you. Find out more information here.

Can I get a free trial?

Yes, simply sign up (no credit card is required) and we'll give you unlimited access for seven days. Create as many jobs and test as many candidates as you want; you won't be charged a penny.

“Focusing on data reduced the subjective decision making from our hiring process and allowed us to reduce bias and make better hiring decisions.”
Izzie, Head of HR, iZettle, Sweden
Izzie, Head of HR, iZettle, Sweden

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