17 Insurance Account Manager Interview Questions and Answers

Learn what skills and qualities interviewers are looking for from an insurance account manager, what questions you can expect, and how you should go about answering them.

Insurance account managers are responsible for developing and maintaining customer relationships with insurance companies. They work with clients to identify their insurance needs and find the best policies to meet their budget and coverage requirements.

If you’re interviewing for an insurance account manager position, you can expect to be asked a range of questions about your experience working with clients, your knowledge of different types of insurance policies, and your ability to negotiate rates. To help you prepare for your interview, we’ve gathered some of the most common insurance account manager interview questions and provided sample answers to help you craft your own responses.

Are you familiar with the insurance industry?

This question is a great way for employers to learn more about your background and experience. If you have previous experience in the insurance industry, share what you did and how it helped prepare you for this role. If you don’t have any experience, explain that you are eager to learn more about the industry and develop your skills.

Example: “I worked as an insurance agent for five years before moving to my current position. I enjoyed helping customers find the right coverage at affordable rates. It was rewarding to see their excitement when they found the perfect policy for them. My experience working with different types of policies has given me valuable insight into the insurance world.”

What are some of your previous experiences in sales or customer service?

Employers ask this question to learn more about your background and how it relates to the position. They want to know what skills you have that can help you succeed in the role. In your answer, share two or three experiences where you excelled at customer service or sales. Explain how these experiences helped you develop certain skills that are relevant to the insurance account manager role.

Example: “In my previous role as an insurance agent, I worked with many different types of customers. Some were new to the process while others had been working with us for years. My job was to educate them on our products and find the right coverage for their needs. I always made sure to listen to their concerns and explain everything clearly so they understood all of their options. This experience taught me how important communication is when selling a product.”

How would you build trust with a new client?

Trust is an important part of any relationship, and the interviewer may ask this question to see how you would build trust with a new client. Use your answer to highlight your interpersonal skills and ability to communicate effectively.

Example: “I believe that building trust starts with communication. I would start by making sure my clients know they can reach out to me at any time if they have questions or concerns about their insurance policies. I also find it helpful to be transparent when explaining policy details so that my clients understand why we are recommending certain things. Finally, I would make myself available for in-person meetings as often as possible.”

What is your process for identifying and addressing a client’s needs?

This question is an opportunity to show your interpersonal skills and ability to work with clients. Your answer should include a specific example of how you helped a client, but it can also highlight the importance of customer service in the insurance industry.

Example: “I recently worked with a client who was looking for a new auto insurance policy because their current company raised their rates. I asked them about what they liked about their previous insurer and why they were leaving. We discussed their budget and needs, and I recommended several policies that fit their criteria. They chose one of my recommendations, and we set up a plan to transition from their old policy to our new one.”

Provide an example of a time when you had to help a client resolve a dispute with their insurance company.

Interviewers ask this question to learn more about your customer service skills. They want to know how you would handle a situation where a client is upset with their insurance company and needs help resolving the issue. In your answer, explain what steps you took to resolve the dispute and highlight any specific skills or traits that helped you succeed in helping the client.

Example: “In my previous role as an insurance account manager, I had a client who was having trouble getting his claim approved by our team. He called me multiple times asking for updates on his claim, but I wasn’t able to give him much information because it was still being reviewed. After several weeks of waiting, he finally got his check from us.

He later told me that he appreciated all of the time I spent answering his questions and keeping him updated on the status of his claim. He said that if it weren’t for me, he probably wouldn’t have waited so long to get his money.”

If a client was interested in several different insurance policies, how would you help them decide which one was best for them?

This question can help the interviewer understand how you would use your expertise to help clients make important decisions. Use examples from past experiences where you helped a client choose between policies and explain why you chose those policies for them.

Example: “I recently had a client who was interested in both life insurance and disability insurance. I explained that while they are different types of insurance, they both serve similar purposes. In this case, I recommended that they purchase both policies because it’s better to be safe than sorry. They agreed with my recommendation and purchased both policies.”

What would you do if you noticed a recurring error in one of your client’s paperwork?

This question can help the interviewer assess your attention to detail and problem-solving skills. Use examples from past experiences where you noticed an error in a client’s paperwork, followed up with them about it and fixed the issue.

Example: “I once had a client who was filling out their renewal paperwork for their auto insurance policy. They were listing their vehicles on the form, but they forgot to include one of their cars that they still owned. I called them immediately after noticing this mistake and explained why it was important to update the information. The client understood and updated their paperwork right away.”

How well do you understand the legal aspects of insurance contracts?

The interviewer may ask this question to assess your knowledge of the legal aspects of insurance contracts. This can be an important skill for account managers, as they are often responsible for ensuring that their clients understand the terms and conditions of their policies. In your answer, try to show that you have a strong understanding of contract law and how it applies to insurance contracts.

Example: “I am very familiar with the legal aspects of insurance contracts because I had to learn them in my previous role. My company required all employees to take continuing education courses on contract law every year. As a result, I feel confident that I could explain any legal issues or concerns to customers if necessary.”

Do you have experience working with insurance software or other tools to manage client information?

The interviewer may ask this question to learn more about your experience with technology and how you use it in your work. If you have experience using insurance software, describe what kind of software you used and the tasks you performed with it. If you don’t have experience working with insurance software, explain any other tools or programs you’ve used for similar purposes.

Example: “I haven’t worked with insurance software before, but I am familiar with several different types of software that help me manage client information. In my last role as an insurance account manager, I used a CRM system to organize all of my clients’ information, including their contact details, policy information and notes on recent conversations. This helped me stay organized and ensure I was always prepared for meetings.”

When approaching a new client, how do you build a positive first impression?

Interviewers may ask this question to learn more about your interpersonal skills and how you interact with clients. They want to know that you can be friendly, confident and professional when meeting new people. In your answer, try to highlight a few of the soft skills you use in your interactions with clients.

Example: “When I meet a new client for the first time, I always make sure to shake their hand and introduce myself. I also take some time to get to know them by asking questions about themselves and what they do. This helps me build rapport and shows my genuine interest in getting to know them better. I also like to show up early to appointments so that I can have extra time to talk to them before our scheduled meeting.”

We want to increase our customer retention rates. What strategies would you use to accomplish this?

Customer retention is an important part of any insurance company’s success. Employers ask this question to see if you have strategies for keeping customers happy and satisfied with their policies. In your answer, explain how you would use customer service skills to help clients feel valued and appreciated.

Example: “I believe that the best way to increase customer retention rates is by providing excellent customer service. I would make sure all my clients felt like they were getting a high-quality experience from our company. To do this, I would regularly check in with them to see how things are going. If there are any issues or concerns, I would work hard to resolve them as quickly as possible. By making sure each client feels valued, I think we can keep more people as long-term customers.”

Describe your personal philosophy on customer service.

This question can help the interviewer determine how you would apply your customer service skills to their company. Use examples from previous jobs or personal experiences that show how you value customers and provide them with excellent service.

Example: “I believe in treating every customer as if they are my most important client. I make sure to listen carefully to what each person says, and I try to understand their needs and concerns. In my last job, a customer called me because she was having trouble understanding her policy. She had questions about her deductible, coverage limits and other details. I took time to explain everything to her clearly so she could understand it. After our conversation, she thanked me for helping her feel more confident about her insurance.”

What makes you an ideal candidate for an insurance account manager position?

Employers ask this question to learn more about your qualifications for the role. They want someone who is passionate about their work and has a strong background in insurance. Before your interview, make sure you read through the job description thoroughly. Review any skills or requirements they list. Try to find one or two that you have that match what they’re looking for.

Example: “I am an ideal candidate for this position because I have several years of experience working as an insurance account manager. In my previous role, I helped clients understand their policies and find affordable coverage options. I also worked with them to create customized plans based on their needs. This helped me develop my communication and problem-solving skills. I can apply these skills to this role if given the opportunity.”

Which industries do you have the most experience working in?

This question is a great way for the interviewer to learn more about your experience and how it relates to their company. When answering this question, make sure you highlight any industry-specific skills or knowledge that you have.

Example: “I’ve worked in both the healthcare and financial industries. In my previous position as an insurance account manager, I helped clients find affordable health insurance plans while also helping them understand what they were paying for. This experience has given me valuable insight into the healthcare industry and how different policies work.”

What do you think is the most important quality for an insurance account manager to have?

This question is your opportunity to show the interviewer that you have the qualities they are looking for in an insurance account manager. When answering this question, it can be helpful to think about what skills and abilities helped you succeed as a previous insurance account manager.

Example: “I believe the most important quality for an insurance account manager to have is empathy. As an insurance account manager, I am often speaking with customers who are going through difficult situations. Having empathy allows me to understand their situation and provide them with the best possible solution. It also helps me build strong relationships with my clients so they feel comfortable coming back to us when they need help.”

How often do you update your knowledge of insurance policies and laws?

Employers want to know that you’re committed to your career and are always learning. They also want to make sure you have the necessary knowledge to do your job well. When answering this question, show that you’re passionate about your field and eager to learn more.

Example: “I’m constantly researching new information on insurance policies and laws. I’ve taken several courses online and in-person to help me understand how different types of insurance work. I also read up on current events and news stories related to insurance so I can better serve my clients. I think it’s important for account managers to stay informed.”

There is a new insurance policy that combines the best features of two of your current clients’ policies. How would you pitch it to a new client?

This question is a great way to test your ability to think creatively and develop new products. It also shows the interviewer that you are willing to go above and beyond for clients. In your answer, try to show how you would use your creativity and problem-solving skills to create an innovative product.

Example: “I have two current clients who both want to save money on their insurance policies but don’t want to give up certain features. I would pitch them this new policy that combines the best elements of each client’s policy into one comprehensive plan. For example, it would include my first client’s low deductible and my second client’s lower monthly premium. This would allow both clients to get what they want while saving money overall.


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