Daily documentation is crucial for all insurance account managers.  Too often candidates gloss over this question instead of using it to really differentiate themselves from other candidates.  Just saying you are good with time management, are super organized and love multi-tasking isn’t enough.  Make sure your answer really paints a comprehensive picture for the hiring manager.

Make sure your answer covers these areas. 

1. Your use of checklists: Discuss how you use them for each client to stay organized and ensure nothing gets missed.
2. Your use of personal milestones and deadlines: Talk about how you establish your own deadlines for completing paperwork that help keep you accountable and ensure that everything gets done in a timely manner and avoids last-minute rushing and potential errors.
3. How you utilize technology and computer systems: Talk about any agency management systems you are proficient with, workflow processes, and any other computer systems that are used for client documentation.
4. Follow up process: Discuss how you make sure you check in regularly with clients and colleagues to make sure that you are up to date on any changes or updates that may require additional paperwork to be completed. This demonstrates strong teamwork and collaboration.
5. Personal audit reviews: Talk about how you take the time to regularly review your paperwork and make sure everything is up to date and accurate and how this helps you catch any errors or missing information before they become bigger issues.  If possible, use a client example to illustrate your answer.

Your ability to clearly articulate how you manage information can make really make you stand out from other candidates and will definitely put you on the interview short list for the role.

If you are an experienced insurance account manager and you want someone who can help you find the right account manager role for your unique skills, I can help. Contact me, and let’s discuss your job search goals.