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IIA of IL has sourced the tools to help your agency announce positions to candidates, track and assess applicants, and onboard and train new hires.  If hiring isn’t the right solution for your business, remote support options are available specifically for agencies.   

Hiring Resources   |  Insurance Remote Staffing
Talent Assessment and Employee Development Solutions   |   HR & Employment Law Support   |   New Hire Training & Onboarding

Hiring Resources

Insurance DIY Hiring Tool Kit 
Big "I" Hires DIY Hiring Toolkit guides you through the entire hiring process from preparing and launching your search, through screening and ultimately hiring and onboarding your next great team member.

This isn’t a generic collection of materials. Big “I” has worked extensively with a top HR firm and a focus group of well-respected and high-performing agency employees to develop the right resources for personal and commercial lines producers and CSRs. These tools and full toolkit don't only explain how, they include customizable downloads to get you on track in minutes.

Includes: Sample job descriptions, job postings, ideal candidate profile, employment application, Interview process, questions and template and sample reference check questions, Sample offer letter and confidentiality agreement, four-week learning objectives.  

Member rate: $99 per position type or $299 for a complete kit that includes Commercial and Personal Lines Producer and CSR positions.

Insurance Job Posting, Applicant Tracking and Assessments
CareerPlug’s hiring software helps agents attract more qualified candidates, identify the right candidates with confidence, and improve hiring results. IIA of IL members have complimentary access to the templates and tools to develop job postings and post to the insurance industry job board at, a great place for agencies that are always recruiting to advertise their positions year-round.   
Agencies that need to quickly post their position to all of the top job boards and manage applicants in one place, can upgrade to a Pro version of CareerPlug for a special members-only rate of $595 per year.  

Big "I" Hires/IdealTraits
Find the right recruits with Big "I" Hires, a one-stop resource for independent insurance agencies to identify, hire and assess top-performing Producers and CSRs.

FIND AND RECRUIT. IdealTraits can help agencies of all sizes hire top performing sales and staff with the ability to post jobs, receive candidates, send assessments and identify the right recruit through a variety of recruiting sites. The cost is $499 per location for 90-day access and $999 per location for one year access. Visit or reach out to for more information.

Insurance Industry Job Boards
IIA of IL members have free access to post on IIA of IL Careers through CareerPlug and through Big "I" Hires/IdealTraits.

Introduce New Talent to the Industry
Agencies looking to build the pipeline of future talent by recruiting students to train and work in the industry can access resources for everything from school career day presentations to a detailed guide to developing an internship program for insurance.

Full Service Recruiting
Agencies that need a full-service partner to develop job ads, source candidates, review for viability, schedule and conduct telephone interviews, send feedback, deploy pre-hire assessments, and more can access discounted rates with Big “I” Hires Partners Ranahan and Associates and Affinity HR.

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Insurance Remote Staffing

WAHVE is a contract staffing solution that matches experienced, trained and knowledgeable insurance professionals with retail agents, E&S wholesale broker and MGA clients that are looking to enhance their current team with a remote employee. From account managers, to CSRs, bookkeepers, marketers and more, WAHVE has experienced remote talent to fit the needs of agencies with the proper systems and workflows in place. IIA of IL members receive a discounted rate on the set-up fee for this service. 

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Talent Assessment and Employee Development Solutions

Caliper provides talent-management solutions that can be used throughout the employee lifecycle - from selection to succession.

The Caliper Profile, Caliper's proprietary employee and applicant assessment instrument, accurately measures an individual's job-performance potential. This tool will help you determine which person is best suited for a given job based on their intrinsic motivation relative to the role's responsibilities. With the right people in the right roles, you'll increase productivity, employee engagement, and profitability.

Caliper can be used to support:

  • Hiring Talent
  • Employee Development
  • Team Improvement
  • Talent Alignment
  • Succession Planning 

Caliper is offering all Big "I" members (new clients, only) a free Individual Development Guide with the purchase of your first Caliper profile - a $100 value, along with a 10% discount on hiring assessments and staff development tools and expert consultants to assist in all areas of talent management. 

For more about using Caliper can improve your business, call (609) 524-1200 or visit and identify yourself as a Big "I" member.

Technical Knowledge Testing allows you to select and email knowledge tests to job candidates. Each test is designed to cover the subject area comprehensively, takes 15-20 minutes to complete, and results are immediately returned to you by email.

Lines of business tests available at include all Personal Lines, Commercial Lines, Agency Management and Communications, and Benefits. Additionally, VMBhits offers the PXT Select™ which helps organizations make the very human decisions about hiring simpler and smarter. It is an online selection assessment that measures a candidate's thinking style, behaviors, and match to a specific role in the agency.

Sales Call Reluctance Testing
How many times have you hired agents whom you're sure have tons of potential for selling, but once hired, they seem to fizzle out, or consistently sell fewer policies than you need? Let Sales Call Reluctance Testing help!

As a Big "I" Member, you are eligible for a 10% discount on each Sales Call Reluctance Test you purchase. Call (602) 997-1101 or visit Sales Assessment Testing online and identify yourself as a member to get started.

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HR & Employment Law Support

Affinity HR
Affinity HR offers support for growing agencies without a dedicated HR team that need access to services for HR processes review, handbook development and more.

Legal Services Hotline
The IIA of IL Legal Services Hotline is available to members exclusively for insurance or agency operations questions including: Employment Practices, Labor and Discrimination; Contracts; Insurance Law and Regulations; Negligence; Errors and Omissions; Business Law, Planning and Accounting

Solution Center
Log in to the IIA of IL Solution Center for resources related to producer contracts.

ABEN HR Courses
ABEN HR Courses can keep owners, agency management and HR staff educated on topics including: benefits and compensation, coaching, D&I, leadership and culture, navigating employee challenges and more!

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New Hire Training & Onboarding

Insurance Pre-Licensing
The IIA of IL insurance pre-licensing class and accompanying online tools are designed to help attendees successfully pass the licensing exam.

New Level Partners
New Level Partners offers self-paced, on-demand study options including insurance basics for new hires, business skills for all agency team members, and learning paths such as sales, client management, operations, interns, new leaders, underwriting and risk management.  

Big "I" Virtual University
Big “I” Virtual University can guide agents through risk and insurance basics and beyond through convenient, live, online courses: Topics include Risk Management and Insurance, Understanding the Insurance Industry: From Regulations to Operations, The Law of Insurance Contracts and the Rules of Policy Interpretation, and Torts, Negligence and Legal Liability. 

Insurance Education Scholarships
Insurance Education Scholarships are available.

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