QUESTION 10 OF 30

In your most recent position, what was the size of your client portfolio? Was that manageable for you?

Disclose to the interviewer the size of your current, or most recent, insurance portfolio. Share your understanding of the size of portfolio that you expect of this position. Assure them you are perfectly equipped to handle the volume and challenges required, setting yourself as an ideal candidate. Share any relevant examples of where you faced similar challenges and how you navigated them with confident capability.

"With my current company I have a portfolio of 55M which I grew from 15M when I first started. I am comfortable with this volume but can certainly handle more if required. May I ask what the average Insurance agent's book of business looks like with State Farm?"

"My most recent portfolio was smaller than I would have liked which is why I am seeking a new opportunity. My preference would be to have an active portfolio in the 25-30 million range."

Community answers are written by other candidates practicing this set. Reading how others frame the same question is one of the fastest ways to sharpen your own.

Anonymous Answer

I supported over 150M in revenue, utilizing a team of over 15 customer service representatives. Although challenging, the size of the portfolio was manageable.

Rachelle's Feedback

These are excellent details and will give the interviewer a strong idea of the workload you can manage.

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In your most recent position, what was the size of your client portfolio? Was that manageable for you?

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