RPO > Process

Our Insurance Recruitment Outsourcing Process

The Jacobson Group has been recruiting for the insurance industry for 45 years. During that time, we have developed a repeatable, proven model for delivering high quality recruitment outsourcing to insurers of all kinds. We deliver end-to-end, front-end and custom outsourcing models to meet the needs of a diverse industry.

The success of our recruitment outsourcing lies in our proven process.

Program Blueprint and Strategy

The key to a successful recruitment process outsourcing partnership is a mutual understanding of success and a clear direction. At the onset of all programs, Jacobson creates a blueprint for the client's project. This blueprint defines the scope of the project, as well as assigns desired outcomes. Our program blueprint includes the following:

  • Assessing client needs
  • Setting program objectives
  • Establishing expectations and desired outcomes
  • Developing search strategy
  • Assigning measurable success criteria

Insurance Candidate Search

Jacobson utilizes a number of candidate sourcing techniques to attract both passive candidates and active job seekers. Our 45 years of experience and in-depth network help us to efficiently source candidates.

  • Print and electronic advertising
  • Name list generation
  • Target recruiting
  • Social networking
  • Job board posting
  • Client career website posting
  • Campus recruiting

Insurance Candidate Screening

Leveraging 45 years of hands-on insurance recruitment experience, Jacobson understands the characteristics and skill sets required for success in the insurance environment. Our in-depth screening process ensures that only the most qualified candidates continue through to the evaluation process.

  • Resume and profile screening
  • Online screening
  • Telephone screening

Insurance Candidate Assessment

As a recruiting partner, Jacobson considers it our personal responsibility to present only the most qualified and interested candidates for our clients' assignments. We utilize a multi-tiered assessment process to ensure both skill and culture fit. Our expertise helps reduce time-to-hire, reduce interview-to-hire ratio and therefore increase fill rates.

  • Telephone interviews
  • Online assessments
  • Face-to-face interviews

Insurance Candidate Interviewing

Jacobson supports the candidate interview process to the extent desired by each individual client. Using the blueprint created at the outset of the outsourcing partnership, our account team manages the interview process, so our clients can focus on other business initiatives.

  • Appointment scheduling
  • Candidate preparation
  • Interview feedback
  • Declination management

Insurance Hiring Coordination

Jacobson is also actively involved in the hiring process, depending on our client's specific preferences. Outsourcing this aspect of your recruiting requires an experienced and trusted partner. Some of the hiring activities we undertake include the following:

  • Offer coordination
  • Employment applications
  • Background check coordination
  • On-boarding assistance
  • Applicant data transfer

Ongoing Progress Reporting

We pride ourselves in being open and in constant communication with the clients we represent. Our clients appreciate our thorough and ongoing reporting process, which provides an outlet for progress updates and results tracking. Our easily digestible reports keep our clients up-to-date on our efforts, while not bogging them down in managing the recruiting process. Our reports and analysis documents include the following:

  • Pipeline reporting
  • Hiring analysis
  • EEOC reporting

Have a question about our RPO process? Please contact us.