Use this step by step explanation to craft a good employee performance feedback review for a billing specialist. Find the right words with quality phrases.

A Billing Specialist is liable for holding an administrative position in banks and financial institutions that develops, writes and sends out bills to customers from the information gathered by the company like the receipts, lists of sales and other financial records and calculates what charges are due.

The essential functions of this position include preparing, compiling and mailing bills for products paid for by the clients, responding to billing questions from the customers, entering data of orders into the system, providing information to the customer service and sales departments as required, performing daily financial transactions which include classifying, computing, posting, verifying and recording accounts receivable data, preparing and sending out invoice, bills and bank deposits.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

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

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Talks with a friendly and pleasant voice with customers over the phone.

Maintains a strong, loyal customer base and many repeat clients as a result.

3

WRITING SKILLS: Written Communication involves the interaction that makes use of the written word with precision and logic making it the very common form of business communication.

Knows how to play excellently with mini-stories in a way that captures the readers.

Avoids the usage of overly long sentences while developing content.

3

PHONE SKILLS: Phone Skills are useful to present a professional company image through the telephone to the customers while making them feel well informed and appreciated without necessarily seeing their faces.

Talks in a steady speed rate, not so fast and not so slow.

Always seeks clarification whenever the other person on the line is not clear.

3

ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws.

Manages time well by making sure that the work delivered is of the highest quality.

Looks at situations from different perspectives and not only in a one-sided way.

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 and appreciates different perspectives on a problem in order to adapt the best approach to solving it

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

DEALING WITH DIFFICULT PEOPLE: Dealing with Difficult People is learning how to tactfully calm down an obnoxious person who is either verbally attacking you or stealthily criticizing you or your professional contribution.

Asks the difficult individual a question regarding the issue, such as, "Why do you feel this way?" in order to show them that one is willing to find the source of the disagreement

Speaks to a potential mediator, to help improve the situation, when one is not making headway with someone and needs to do so

2

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.

Often takes new personal and professional challenges, even those not related to one's career

Knows how to manage time effectively and gets every project or task done within the assigned time

3

FINANCIAL MANAGEMENT: Financial Management is the skill of learning how to handle accounting, finance, and organizational management through providing daily data on the operations that take place every day.

Looks at the company's financial performance and compares it with financial statements from the past in order to project the future of the company, its expenses, and cash flow

Sets payment terms of no more than seven days in order to ensure that payments are not lost in the process or forgotten

2

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Handles the most difficult customers with ease and manages to give them feedback in the most constructive manner

Excels in redefining customer service processes to meet the ever-changing needs of customers

3

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Possesses in-depth literacy skills coupled with exceptional numeracy skills when working with data

Excels at transcribing documents, typing up manuscripts, and inputting complex statistical data

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

Is there a time you understood a customer's circumstances quickly? What did you do?

[employee comments]
WRITING SKILLS:

Do you get to draft or outline your writing first before you set out to write?

How many books have your read so far and what is your preferred genre of writing?

[employee comments]
PHONE SKILLS:

How do you handle irate and upset callers during a phone conversation?

How well do you close conversations and do you feel you leave the callers in a satisfied position?

[employee comments]
ACCURACY:

Do you normally have a checklist or a guide before you start doing any given task?

Do you give other people your work to proofread again before presenting it?

[employee comments]
KNOWLEDGE OF COMPANY PROCESSES:

How do you demonstrate your understanding of the general environment in which your company operates?

Is there a time when you have encountered a problem due to lack of knowledge of your company processes? How was the problem solved?

[employee comments]
DEALING WITH DIFFICULT PEOPLE:

Can you describe a time when you have had a conflict at work? How did you solve it? What could you have done to avoid it?

How would you deal with a team member in your group who constantly talks more than all the others? Is there a time when this ha happened at work?

[employee comments]
COMPETITIVENESS:

What are some of the projects, tasks or activities you took part in to improve your personal skills?

Mention a time you made an intentional effort to get to know someone from another culture. What was the result?

[employee comments]
FINANCIAL MANAGEMENT:

Which is one of the best deals you have ever negotiated with a vendor? How did the company benefit from this?

Describe a time when your company was successful in reducing its expenses. What are some of the strategies you used and how did the company benefit from this?

[employee comments]
CUSTOMER SERVICE:

Is there a time when you were asked a question and you were unable to answer? Did you seek assistance?

Can you think of a time where you felt you had not responded well? How did you correct the situation?

[employee comments]
DATA ENTRY:

What measures are you putting in place to maintain data confidentiality?

Have you ever failed to meet a tight deadline? What efforts did you make to improve?

[employee comments]

Summary

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:

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