Insurance Background
This work experience questionnaire will help us evaluate and understand your insurance background for employment placement.
Your name as it appears on your resume and email. *
Your answer
1. Mark the areas in which you have worked to quote and place new accounts? *
Required
2. What role or roles have you performed previously? *
Required
If you selected Other for question 2, please explain.
Your answer
3. On average, how many policies per client did your book of business handle? *
Your answer
4. What revenue was represented by the book of business you handled? *
Your answer
5. What is your level of comfort working in the following areas? *
Very Uncomfortable
Uncomfortable
Comfortable
Very Comfortable
Commercial Lines
Personal Lines
Bonds
Life/Health & Benefits
6. What is your level of comfort working with small, medium, and large commercial accounts? *
Very Uncomfortable
Uncomfortable
Comfortable
Very Comfortable
Small
Medium
Large
7. Choose the years of experience performing the following Commercial Lines tasks? *
No Experience
6 months to 1 year
2 years to 3 years
More than 3 years
Quoting
Advising
Marketing
Writing
8. Choose the years of experience performing the following Personal Lines tasks? *
No Experience
6 months to 1 year
2 years to 3 years
More than 3 years
Quoting
Servicing
High Net Worth
9. Choose the years of experience performing the following Benefits tasks? *
No Experience
6 months to 1 year
2 years to 3 years
More than 3 years
Advising employers on their group medical, dental, vision, life & disability plans as an Insurance Broker, Agent, Account Manager or Carrier Representative.
Working with insurance carriers on quoting, writing group medical, dental, vision, life and disability plans for employers.
Conducting Employee Open Enrollment meetings for Employers.
10. Choose the years of experience working with small group and large group employers? *
No Experience
6 months to 1 year
2 years to 3 years
More than 3 years
Small group (2-50)
Large group (51+)
11. Rank your knowledge in the following Personal Lines areas: *
Extensive Knowledge
Moderate Knowledge
Limited Knowledge
No Knowledge
Motorcycle
Boat
RV
Standard Auto & Home
High Net Worth
12. List up to five essential functions of insurance duties and/or processes for NEW BUSINESS. *
Your answer
13. List up to five essential functions of insurance duties and/or processes for RETENTION. *
Your answer
14. List up to five essential functions of insurance duties and/or processes for MARKETING. *
Your answer
15. List the insurance industry niches you are most familiar with i.e. construction, education, technology: *
Your answer
16. Are you currently licensed as an Insurance Agent in Texas? *
17. Have you ever worked for an Independent Insurance Agency? *
18. What is your desired ANNUAL salary? *
Your answer
By submitting this questionnaire, I understand in the event of employment, that false or misleading information given on this form, may result in discharge. *
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