AI prompt to interview candidates for agency roles

An agency grows through its people. AI helps owners and managers write job ads, onboarding plans, training quizzes, SOPs and coaching plans faster, so new staff become productive sooner.

Below is a ready-to-copy prompt to interview candidates for agency roles, a detailed version that asks you clarifying questions first, and tips for using it. It works in any AI assistant: ChatGPT, Claude, Gemini or Copilot.

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The prompt

Create 12 structured interview questions and a simple 1-5 scoring rubric for hiring an insurance customer service representative. Avoid questions about protected characteristics.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the role, the person's experience level and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Create 12 structured interview questions and a simple 1-5 scoring rubric for hiring an insurance customer service representative. Avoid questions about protected characteristics.

What a good result looks like

Good interview questions are the same for every candidate and focus on real CSR situations: an upset client, a busy phone queue, a request they can't fulfill. The 1-5 rubric should describe what a weak, average and strong answer sounds like, so interviewers score fairly.

Common mistakes and watch-outs

Avoid questions about age, family plans, religion, national origin, health or other protected characteristics, even casually. Don't ask candidates for coverage advice they aren't licensed to give yet. Have someone check the questions against employment law in your state.

How to adapt the prompt

Change the role (producer, account manager, marketing coordinator) and add a short role-play, such as explaining a deductible. Ask for a phone-screen version with five questions.

EXAMPLE output (placeholder data, not a real client)

Sample questions (CSR):
1. Tell me about a time you calmed down an upset customer. What did you do?
2. You have three calls holding and a walk-in arrives. How do you handle it?
3. A client asks for something against our process. What do you say?

Scoring (1-5) for question 1:
1 = no example or blamed the customer
3 = clear example, solved the problem
5 = clear example, solved it, and followed up afterward

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into any AI assistant: ChatGPT, Claude, Gemini or Copilot.
Review before you use it. Follow employment law; avoid discriminatory language in job ads, interviews and policies. Check every fact, name and number yourself.
Take the next step. Next, see: Write a job posting for agency staff.

Which AI tool to use

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Follow employment law; avoid discriminatory language in job ads, interviews and policies.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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