Knowing the time management strategies candidates use to stay on top of their daily documentation is a key interview question, but just asking if they are good time managers isn’t enough. You have to dig deeper. A good insurance account manager should be able to tell you what they do daily to keep up with their workload and they should be able to give you solid examples to illustrate their time management skills.
Here’s a few questions you can ask:
1. Tell me about your organizational systems: Candidates should be able to tell you how they organize their daily documentation, whether it be through digital tools, spreadsheets, or other methods. They should also be able to explain how they prioritize tasks and ensure that no important documents slip through the cracks. Ask about workflow processes and agency management systems they have used at their current or past agencies.
2. Give me two examples that demonstrate your attention to detail: Candidates should provide specific examples of how they have caught errors or discrepancies in their documentation and how they have taken steps to correct them.
3. Tell me how you handle high volumes of information: Insurance Account Managers often have to juggle multiple client accounts and policies, so it’s important for candidates to demonstrate how they manage their workload and stay organized under pressure. They should be able to discuss any strategies they use to stay on top of deadlines and prioritize tasks effectively. Ask about their book volume, number of accounts, and account complexity. Unless they have been working for a very small agency where this type of information is not shared, good account managers will know their accounts well and should be able to give you an overview of the overall book makeup.
By asking these detailed questions during the interview process, you can gauge a candidate’s suitability for the role and ensure that they have the skills to keep up with the workload.
If you are hiring insurance account managers in the Pacific Northwest, I can help you find the right fit for the book. Contact me and let’s discuss your open position.
