Use this step by step explanation to craft a good employee performance feedback review for a claims collector. Find the right words with quality phrases.
A Claims Collector is responsible for ensuring companies get paid. Their job is to track down people who owe money from overdue bills, negotiate the repayment and follow it up to ensure it's repaid. This is usually done via the telephone or by mail, post office, web or any other means.
The primary roles for this position are keeping track of assigned accounts to identify outstanding debts, locating and contacting debtors to inquire about their payment status, planning a course of action to recover outstanding payments, updating account status and database regularly, creating trust relationships with borrowers when possible to avoid future issues, investing and resolving discrepancies, handling questions and complaints of any form, complying with requirements when legal action is unavoidable alerting superiors of debtors unwilling or unable to pay when necessary.
Employee Performance Review Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Rating Meaning | |
| The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies. | 1 |
| Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results. | 2 |
| The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work. | 3 |
Supervisor's Feedback | ||
Skill | Comments | Rating |
|---|---|---|
| ADMINISTRATIVE SKILLS: Administrative Skills are all the services related to the running of a business or keeping an office organized while supporting the efforts of the management team. | Always seeks to improve by seeking and providing constructive feedback. Puts to effect good and active listening skills by giving those under him/her time to say what they have to say. | 3 |
| INTERPERSONAL SKILLS: Interpersonal Skills are a set of abilities that enable a person to positively interact and work with others effectively while avoiding office disputes and personal issues with each other. | Knows how to listen actively to others when they talk and does not interrupt. Is fully aware of the words to be used and ensures that what is said has a positive effect on other people. | 3 |
| KNOWLEDGE OF COMPANY PROCESSES: Knowledge of Company Processes is the in-depth understanding of a collection of related, structured activities that serve a particular goal for a group of customers or clients who are valuable to the enterprise. | Understands financial, operational and human resource issues in order to make decisions aimed at improving the overall company performance Understands the company's formal rules and structures and is able to identify who the real decision-makers are and individuals who can influence them | 3 |
| LEADERSHIP SKILLS: Leadership Skills are soft skills that assist leaders in positively interacting with employees or team members to make the workplace a great place. | Recognizes and rewards the team for their behavior and hard work Maintains an open communication platform with and among the employees | 2 |
| CREATIVITY: Creativity is the skill of turning new and imaginative ideas into reality through the ability to perceive the world in new ways, find hidden patterns, make connections between unrelated phenomena and generate solutions. | Has an admirable artistic aspect that showcases in every project or work done Creates an exciting atmosphere where new ideas are rewarded and encouraged | 3 |
| PERSONAL GROWTH: Personal Growth is the improvement of one's awareness, identity, developing talents and potential to facilitate the growth of oneself and the position they handle at the workplace. | Consistently meets personal objectives even those that look challenging to the ordinary employee Displays a high confidence regarding ability to lead others in a professional way | 3 |
| ADAPTABILITY: Adaptability is the ability to cope with and adapt to unexpected situations in any environment and staying connected with a great attitude. | Anticipates and responds with energy to new challenges, the unfamiliar and the urgent Keeps an open mind and shows willingness to learn new methods, procedures, and techniques that embrace change | 3 |
| COMPETITIVENESS: Competitiveness is the skill of being able to compete as a team or a company with other enterprises in the same line of entrepreneurship and emerging as the winner. | Invests quality time, energy and money for personal improvement and development Knows how to manage time effectively and gets every project or task done within the assigned time | 3 |
| CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise. | Possesses a loyal customer base and is viewed as the person to go to by returning customers Always has the right answers to the most difficult questions | 3 |
| TECHNOLOGY SAVVY: Technology Savvy is the introduction of the digital technology in the workplace as a strategy to make tasks run swiftly against doing them manually. | Known as the person to go to for assistance when faced with problems related to operating modern electronic devices Shows in-depth understanding on how to keep computers and mobile devices free from unauthorized access | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ADMINISTRATIVE SKILLS: Do you encourage those under you to perform professionally at all times? Give an instance of any administrative blunder you have ever made and how did you resolve it? | [employee comments] |
| INTERPERSONAL SKILLS: Give an instance that your feelings and emotions became a hindrance to building meaningful relationships with others? How well do you receive instructions and follow them through to achieve the desired results? | [employee comments] |
| KNOWLEDGE OF COMPANY PROCESSES: Can you give an example of one or two times when you have presented new information to key decision-makers to help them understand a situation? What have you done to help improve your knowledge of your company's processes? How has this helped you and your colleagues? | [employee comments] |
| LEADERSHIP SKILLS: Are you interested in the growth of the team and the profitability of the company as well? Are you likely to favor and compromise justice in the event of a conflict? | [employee comments] |
| CREATIVITY: Do you encourage your workmates to think creatively and enact the creativity in their daily work? Are you stuck to old methods that do not solve today's problems? | [employee comments] |
| PERSONAL GROWTH: Do you consider the requirements carefully before handling any task? Are you available to attend training and coaching workshops and do you benefit from them? | [employee comments] |
| ADAPTABILITY: Can you describe a project or situation which required you to remain open-minded and flexible in order to succeed? Give a situation where you had to present to a group of clients with little or no preparation. What challenges did you face? | [employee comments] |
| COMPETITIVENESS: What is one thing you would like to improve about yourself in order to be more competitive at work? Mention a time you made an intentional effort to get to know someone from another culture. What was the result? | [employee comments] |
| CUSTOMER SERVICE: Were there any times you came across customers with special needs? How did you assist them? Are there any instances where some customers declined following a queue? How did you correct such situations? | [employee comments] |
| TECHNOLOGY SAVVY: Have you ever utilized the power of modern computing power to assist you in making better decisions? What are you doing to increase your capacity to operate modern electronic devices? | [employee comments] |
Summary |
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Sections 1-4: To be completed by the supervisor Section 5: To be completed by the employee |
1. Exceeds Job Related Expectations |
2. Areas to improve |
3. Goals completed since last performance feedback |
4. Goals for next period |
5. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |