For insurance agencies
Hire your next producer, CSR or claims coordinator without reading 80 resumes
Agency hiring has its own tells — real state licensing, agency-management software fluency, how someone actually handles a non-renewal or a claims dispute. ReqGenius screens for those, not just keyword matches, and interviews your best candidates by AI before you spend an hour on a phone screen.
Built for how you actually hire
Three roles, three different interviews
The AI interview is generated from your job description, so a producer posting and a claims posting ask genuinely different questions — not the same generic screen with the title swapped.
Agents & producers
The AI interview walks candidates through cross-selling a policy without being pushy, scoring how they'd actually handle it — not just whether they've hit a sales number.
Account managers & CSRs
Screens for agency-management system fluency and retention language, then the interview probes how a candidate handles a non-renewal conversation with a longtime client.
Claims coordinators
Scored on claims-triage and documentation language in context, interviewed on handling a policyholder who's upset about a coverage decision they don't control.
Job titles we screen for
Agency roles we're built around
Every title below gets its own criteria — tap one to see what the resume screen and AI interview actually look for.
Producer / Agent
The AI interview walks candidates through cross-selling a policy without being pushy, scoring how they'd actually handle it rather than whether they've hit a sales number. The resume screen reads P&C or L&H license status and state directly from the text, not assumed from a job title.
Claims Coordinator
Scored on claims-triage and documentation language in context, interviewed on handling a policyholder who's upset about a coverage decision they don't control. Candidates who've handled escalated claims score differently than someone who's only done intake.
Personal Lines CSR
Screened for cross-sell and account-rounding language specific to personal auto/home books, plus AMS fluency. The interview covers a client bundling policies who's comparing quotes from a competitor.
Underwriting Assistant
Resume screen checks for carrier-guideline fluency and documentation discipline specific to underwriting support, not generic admin experience. The interview walks through a file missing a condition right before a binding deadline.
Account Manager / CSR
Screens for agency-management system fluency (AMS360, EZLynx, HawkSoft) and retention language, then the interview probes how a candidate handles a non-renewal conversation with a longtime client. Renewal-rate language is read in context, not taken as a single headline number.
Commercial Lines Producer
Checked for commercial-risk assessment language and the specific license lines (P&C, surplus) the posting requires, separate from personal-lines producer criteria. The interview covers a scenario where a commercial client's risk profile changes mid-renewal.
Agency Office Manager
Scored on how they'd coordinate licensing renewals and E&O compliance across a team, on top of general office-management experience. The interview includes a scenario about a staffing gap during a renewal-heavy month.
Account Executive (Benefits/Group)
Checked for group-benefits renewal and open-enrollment experience, since this role runs on a different cycle than P&C producer work. The interview covers explaining a premium increase to a client's HR department without losing the account.
What the screen actually looks at
The details a generic ATS skims past
Most applicant tracking systems were built for generic office roles and treat an agency resume like any other. ReqGenius's resume parser is pointed at your job description, so it reads for what actually predicts success in a licensed, relationship-driven role.
- P&C or L&H license status and the state(s) held, read directly from the resume text — not assumed from job titles
- Agency-management system experience (AMS360, EZLynx, HawkSoft) instead of a generic "insurance software" keyword match
- Retention and renewal-rate language, read in context rather than taken as a single headline number
- Claims-handling and documentation discipline for coordinator and adjuster-support roles
Questions insurance agencies ask
Before you post your first role
Can ReqGenius verify an agent's license?
It reads what the resume and pre-screen answers say about license status and state and flags it for you to verify against your state's licensing lookup before you hire. ReqGenius doesn't run an independent license verification check.
Does this work for both sales (producer) and service (CSR, claims) roles?
Yes — each job description you write (or have ReqGenius's JD Writer draft) sets its own criteria, so a producer posting screens for licensing and sales language and a CSR posting screens for AMS fluency and retention skill, independently of each other.
We're a small agency that hires rarely. Does Per Role or Always-On make more sense?
Per Role ($249, 45-day window) is built for exactly that — one open role, nothing to cancel afterward. An agency hiring producer or service seats across the year usually comes out cheaper per hire on Always-On ($299/mo, 3 roles open at once).
Can an agency owner or office manager see candidates across every open role?
Always-On includes unlimited team seats, so an agency owner and office manager can both see every open role and candidate in one dashboard.