How to hire an insurance agents supervisor

How to hire an insurance agents supervisor, step by step

Here's a step-by-step insurance agents supervisor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an insurance agents supervisor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new insurance agents supervisor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the insurance agents supervisor you need to hire. Certain insurance agents supervisor roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them an insurance agents supervisor to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire an insurance agents supervisor that fits the bill.

   The following list breaks down different types of insurance agents supervisors and their corresponding salaries.

   Type of Insurance Agents Supervisor	Description	Hourly rate
   Insurance Agents Supervisor	Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. Insurance sales agents explain various insurance policies and help clients choose plans that suit them.	$16-36
   Client Service Supervisor	A client service supervisor oversees and spearheads the efforts put into providing an efficient service to clients. They are primarily in charge of managing a company's client service team, monitoring their progress to ensure a smooth workflow and client satisfaction... Show more	$16-32
   Staff Supervisor	A staff supervisor is responsible for supervising staff and organizing work procedures. Their main duty is to monitor staff... Show more	$16-33

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Health Insurance
   • Customer Service
   • Insurance Coverage
   • Medicaid
   • Disciplinary Actions
   • HIPAA
   • Patient Accounts
   • Medical Claims
   • Insurance Carriers
   • Insurance Claims
   • CPT
   • Departmental Policies
   • Insurance Policies

   Check all skills

   Responsibilities:

   • Manage operating procedure and accounting systems for payroll, operating expenses, supplies and inventory management and commercial accounts.
   • Manage operating procedure and accounting systems for payroll, operating expenses, supplies and inventory management and commercial accounts.
   • Attend OSHA and HIPPA reviews annually with faculty and students.
   • Maintain collection follow-up notes utilizing A/R paper less collection system.
   • Review existing paper documentation and develop electronic templates and documents using EMR tools.

3. Make a budget

   Including a salary range in your insurance agents supervisor job description is one of the best ways to attract top talent. An insurance agents supervisor can vary based on:

   • Location. For example, insurance agents supervisors' average salary in idaho is 52% less than in new york.
   • Seniority. Entry-level insurance agents supervisors 54% less than senior-level insurance agents supervisors.
   • Certifications. An insurance agents supervisor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an insurance agents supervisor's salary.

   Average insurance agents supervisor salary

   $52,304yearly

   $25.15 hourly rate

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   Entry-level insurance agents supervisor salary

   $35,000 yearly salary

   Updated December 17, 2025

4. Writing an insurance agents supervisor job description

   A job description for an insurance agents supervisor role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's an insurance agents supervisor job description:

   Insurance agents supervisor job description example

   Under the management of the Insurance Director, this position supervises Insurance Department teams dealing with insurance verification and/or insurance follow-up processes. It is responsible for maintaining compliance of departmental policies and procedures including meeting operational and production standards, maintaining service levels, improving service, preparing reports, maintaining professional and technical knowledge, and accomplishing organizational goals.
   Requirements Prior supervisory or team leader experience At least three years of insurance follow-up experience in a healthcare environment Good computer skills for report creation and generation Professional presentation, appearance, and demeanor Demonstrated leadership, teamwork and time management skills Knowledge of provider contracting Ability to work well under pressure and multi-task Outstanding listening, communication, problem-solving and research skills Understanding of CUBS computer system (this can be taught) Demonstrated stable work history Essential Functions Ensure employees follow the organization’s policies and procedures. Adheres and follow policies and procedures for carrying out supervisory responsibilities. Regularly reviews and reports to the Department Manager the needs of their employees. Communicates with Department Manager the need for any recognized new positions or opening needed in the department. Works with Management team to ensure all current and new employees have adequate facilities (Desk, Computer, Office Supplies, Job Aides Works with Management to document all interactions with employees during the course of employment. All documentation will be submitted the Department Manager. Ensures new employees are oriented to the company, policies and facility. Works with Management to develop training plans with the employees to ensure the employee skill set is at the level needed to carry out their job duties. Provides ongoing guidance with all employees, including responding to employee emails in a timely manner, ongoing training, coaching, counseling Works with Management Team to help all employees develop and advance in careers. Works with Management to ensure employees have appropriate and realistic job goals. Provides ongoing feedback in regards to employee’s performance. Conducts performance appraisals on a regular basis assessing how the employee has performed and advising how the employee can improve in their job roles. Develops performance improvement plans when employee job performance is not meeting company expectations Works with management to provide rewards/and consistent acknowledgements for employees accomplishments. All candidates will be required to undergo a pre-employment drug screen and a pre-employment national background check. We also require a new hire to present negative Covid test results taken within 7 days of your start date. PFS Group offers a friendly, caring work environment, and competitive benefits and compensation, (medical, dental, vision, short and long-term disability, life insurance, MDLive, Zayzoon, a matching 401(k) with profit-sharing, etc.). If you are looking for a position in a dynamic, fast-paced organization with career growth opportunities, come grow with us! Please submit your resume and salary requirements and/or salary history for consideration. Company DescriptionPFS Group
   Nationwide Patient Account Management Firm.
   
   Based in Houston, Texas, with satellite offices in Texas, California and North Carolina, we currently work with 25+ clients who operate more than 100 hospital facilities from small, rural community medical centers to metro population center health systems. Leaders in their respective markets and nationwide, our clients rely on our services to support their accounts receivable departments.
   
   Our commitment to the healthcare industry is also demonstrated through our sponsored and encouraged certification achievements, as well as participation in AAHAM and/or HFMA.
   
   PFS Group offers a friendly, caring work environment, competitive benefits and compensation, (ZayZoon option available!) medical, dental, vision, short and long-term disability, life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, MDLive, a matching 401(k) with profit-sharing, etc.
   
   Teamwork, Dependability, Self-Motivation and the highest level of professional conduct are an integral part of all positions with PFS Group!
   
   Company Mantra is Be Here, Be Nice!

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5. Post your job

   To find the right insurance agents supervisor for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with insurance agents supervisors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit insurance agents supervisors who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your insurance agents supervisor job on Zippia to find and recruit insurance agents supervisor candidates who meet your exact specifications.
   • Use field-specific websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit insurance agents supervisors, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new insurance agents supervisor

   Once you've found the insurance agents supervisor candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   To prepare for the new insurance agents supervisor first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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