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USI Insurance Services Account Manager Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 45 interview experiences · FREE TO READ

2.6 Rounds average
Average Typical difficulty
64.4% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at USI Insurance Services.

Showing 3 of 45
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USI Insurance Services

Account Manager

Sales · a year ago

Mid Easy Positive experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical

I am interviewing for the Commercial Lines Account Manager position within the condo/hab team. The first interview was with a talent acquisition specialist, Lorna, who was great. She was very pleasant and thorough. She called me back about 3 days later to schedule a second interview. They seem to be moving quickly.

Confirmed questions1 question
  • What is your knowledge and usage of carrier-specific information?
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USI Insurance Services

Account Manager

Sales · more than a year ago

Senior Easy Negative experience No offer 3 rounds
Interview process
Recruiter call Take home Technical screen
Interview formats
Behavioral Technical Other

The interview process was really tedious. They kept scheduling interview after interview, making it seem like they were tailoring a good book of business for me. However, it was clear they were disorganized and didn't know what they were doing. Although the job title mentioned 'remote', they actually expected monthly travel. The expectations were unrealistic, and they were misleading. I wouldn't recommend wasting your time here. Be prepared for a long assessment that has no relevance to insurance, the job description, or the business functions. For example, they ask pattern recognition questions.

Confirmed questions4 questions
  • Could you tell me about the size of the book of business you currently manage?
  • What is the volume of commission you handle?
  • What is your background and experience within the insurance industry?
USI Insurance Services logo
USI Insurance Services

Account Manager

Sales

Entry Easy Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical

I was contacted on LinkedIn by a recruiter. We had a phone call where she explained the position: helping account managers with their duties and assisting them with their clients. The position was also work from home through the end of 2020 because of COVID-19. The recruiter liked me and moved me to a video interview, also virtual due to COVID-19. This interview was with an area manager who oversees my district and the team lead for the office I'd be applying for. The interview sounded like a secretarial position, where you just copy things, do notarizations, and don't work with clients until/if promoted. You also need an insurance license even without working with clients, so be prepared for that. I haven't heard back in over a month, so I assume they're not moving forward with me.

Confirmed questions1 question
  • Would you be comfortable obtaining a P&C insurance license for this role once hired?

USI Insurance Services Account Manager Interview Questions

Quoted word for word from USI Insurance Services interview reports.

Can you identify the next sequence in the provided patterns and puzzles to demonstrate your pattern recognition skills?

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What was the premium size for the insurance you handled?

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Do you have any questions regarding benefits, such as health coverage?

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What was the revenue size for the insurance you handled?

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Formats, difficulty and experience

Across all 45 USI Insurance Services interview reports.

Interview formats

Behavioral 60.8%
Technical 21.6%
Other 10.8%
Presentation 5.4%
Case 1.4%

Interview difficulty

Easy 28.9%
Average 66.7%
Difficult 4.4%

Candidate experience

Positive 64.4%
Negative 15.6%
Neutral 20%