Recruitment Tips

Design a short screening task for insurance administration

Added to the archive on 15 November 2026.

Give every applicant for insurance administration the same clear task and scoring criteria.

Choose a small decision that resembles the job. A scenario where a required document is missing from an otherwise complete case can show how an applicant identifies missing information. Give everyone equivalent instructions, a clear time allowance and a way to ask for clarification. Use invented records and avoid requesting work you intend to use commercially.

Agree what a good response contains

Decide in advance what you will score, such as checking facts, explaining a sensible next step and recognising when escalation is needed. Use a case checklist that identifies the unresolved item as one illustration of the outcome. Allow more than one correct route to that outcome.