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Insurance Agency Hiring: Phone Interviews

Posted on January 24, 2022 by Alex Arellano

Interviewing: Phone Interviews

When you are dialing in your hiring process, we always recommend using phone interviews in your insurance agency to act as the first tier of vetting for potential hires. That’s right, you need to have different stages and this is the perfect first one. 

Phone interviews are a great way to take a look at a candidate and decide if you’d like to take it to the next phase. Use these to your advantage.”

 

So, what is the optimal way to use a phone interview?

 

Start by booking 15-30 minutes for these conversations. You don’t need to learn their whole life story upon meeting them. There are two benefits to keeping it short. One is that if it flops, you’ve not lost much time. The second is that if they are great, you can move them right along in the process.

 

The next thing you need to do is clarify who is calling who and what platform you’ll use. If ZOom is a big deal in your agency, have a Zoom call. But if you need to verify that they can hold their own on the phone, schedule a phone call. 

 

Something to note is that it is not at all uncommon to have roughly half of your scheduled phone interviews not show up. Don’t take this personally. It happens to everyone eventually. 

 

And when the interview is over, you need to reflect and evaluate the experience. This is a good time to figure out what qualities are the most important to you and your team. You have to know what to look for, so find a way to fairly judge each candidate.

 

Phone interviews are a great way to take a look at a candidate and decide if you’d like to take it to the next phase. Use these to your advantage. 

 

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