Optimize Hire for Insurance

Psychologists at the Wharton School typically recommend adding traits like perspective taking and positive energy to standard cognitive ability, personality and motivation tests when hiring for insurance positions. Give us a call or contact us online to tell us more about your business so our expert partners can offer company-specific customizations.

Why Optimize Hire?

Optimize Hire behavioral tests are 8-10 minutes long and have a 96% national completion rate. Created by Dr. Adam Grant and customized by experts at the Wharton School of the University of Pennsylvania our tests have been validated to show improvement in turnover and other job performance outcomes.


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What experts recommend

All applicants are tested on behavioral traits and ranked by score. Psychologists recommend choosing the highest scorers to go on to resume review and interviews. It works the same way as the SAT - the higher the score, the greater likelihood - on average - of success.

Pre Employment Testing For Cognitive Ability

cognitive ability

Pre Employment Testing For Personality


Pre Employment Testing for Motivation


Traits of reliable insurance employees

The following traits are proven predictors of job performance and turnover for insurance employees according to the Bureau of Labor Statistics and decades of psychology research. The Optimize Hire Insurance Pre-Employment Tests can assess any combination of these traits and others that are specific to your company needs.

Integrity — being honest and ethical

Independence — developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done

Attention to Detail — being careful about detail and thorough in completing work tasks

Achievement/Effort — establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks

Dependability — being reliable, responsible, and dependable, and fulfilling obligations

Initiative — willingness to take on responsibilities and challenges

Self Control — maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations

Adaptability/Flexibility — being open to change (positive or negative) and to considerable variety in the workplace

Persistence — persistence in the face of obstacles

Stress Tolerance — accepting criticism and dealing calmly and effectively with high stress situations

Analytical Thinking — analyzing information and using logic to address work-related issues and problems

Cooperation — being pleasant with others on the job and displaying a good-natured, cooperative attitude

Concern for Others — being sensitive to others' needs and feelings and being understanding and helpful on the job

Social Orientation — preferring to work with others rather than alone, and being personally connected with others on the job

Leadership — willingness to lead, take charge, and offer opinions and direction

Innovation — creativity and alternative thinking to develop new ideas for and answers to work-related problems

Popular insurance positions tested

Insurance Agent, Insurance Broker, Insurance Sales Agent, Sales Representative, Underwriting Sales Representative, Claim Processing Specialist, Claim Service Representative, Claim Technician, Claims Clerk, Claims Adjuster, Claims Analyst, Claims Examiner, Field Liability Generalist, General Adjuster, Independent Insurance Adjuster, Litigation Claim Representative

Our clients

To learn what we can do for you, give us a call at 800.330.2020.