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

A claims specialist is responsible for investigating a customer's claim. They focus on finding if the client is covered by the company and the stake that the company will need to pay. He/she keeps all the records of the insurance holders and making a follow up when a claim is made.

Other responsibilities of the specialist include. He/she acts as the mediator between the insurer and the person insured or whose property has been insured with the company. They gather all the information from the claimants and ensures there are no inconsistencies. They participate in the claims processing, communicating with the claimant at every stage.

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

ORGANIZED WORKPLACE: Organized Workplace is a vital characteristic that helps the business to thrive for long term due to the sense of structure and order which efficiently promotes the team spirit.

Reports to the relevant personnel in case any aspect of the workplace is not in order.

Implements the best practices in all the working areas of the organization.

3

NEGOTIATION SKILLS: Negotiation Skills are a deliberative process by which people settle their differences through an acceptable agreement to both parties to co-exist without argument and dispute in the workplace.

Always asks good and relevant questions that will help seal a deal.

Shows great confidence and composure while negotiating with other people on issues.

3

COLLABORATING WITH OTHERS: Collaborating is willingly working with one another and cooperating in whatever task one is assigned without behaving poorly or having an attitude change that hurts others.

Assigns each group member general roles such as "researcher" or "facilitator" which makes specific task delegation quicker and less arbitrary

Regularly exchanges feedback with group members in order to help them know their strong areas and work on areas that need improvement

3

EMPATHY: Empathy is the understanding of another person's condition from their perspective by placing yourself in their shoes and feeling what they are feeling.

Leverages diversity; creates opportunities through different kinds of people and relates well to everyone, regardless of their background

Examines own attitude and motives when solving a dispute with a colleague in order to find a viable solution

3

ATTENTION TO DETAIL: Attention to Detail is the capacity to achieve a thoroughness and accuracy when accomplishing a task.

Is highly organized; plans effectively in order to avoid confusion when running different projects or performing tasks

Avoids overloading oneself with last minute deadlines and large simultaneous projects

3

PERSONAL DRIVE: Personal Drive is a combination of desire and energy in its simplest form directed at achieving a goal in whatever you have set your heart to accomplish.

Avoids situations that put one in trouble like gossiping about other employees or having an argument with a customer

Remains positive and optimistic even when everything is not working or when a project does not meet expectations and urges others to do the same

2

USING COMMON SENSE: Using Common Sense is the ability to see what is missing in a situation or a project and supplying it without necessarily being assigned or asked to do it.

Perceives oneself and others in a positive manner and always looks to see the best in others and oneself

Treats everyone equally; shows respect to other employees and customers in order to create a smooth working environment

3

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

Takes pride in serving all clients equally in a warm and friendly way

Provides feedback as soon as a customer makes an inquiry

3

ANALYTICAL SKILLS: Analytical Skills is the ability to collect and analyze information, solve problems and make decisions according to the policies and regulations of the business.

Thinks out of the box and always comes up with effective solutions to big problems

Demonstrates excellent oral and written communication skills when sharing an analysis with others

3

PRODUCT KNOWLEDGE: Product Knowledge is an essential sales skill to understand the features of your product allowing you to present the benefits compellingly and accurately to the customer.

Demonstrates outstanding understanding on how a product compares to rival products

Fully understands all product specifications and the meaning of all related terminology

3

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Has the company given you all the essential things you require to perform your duties/

What areas do you feel you need improvements when it comes to being organized at work?

[employee comments]
NEGOTIATION SKILLS:

Give an instance that you managed to negotiate on something. What was the result?

Have the results of any negotiation process gone against your expectations?

[employee comments]
COLLABORATING WITH OTHERS:

Can you give the best example of a time when you worked cooperatively as a team member to complete an important task?

Can you describe the most disappointing team experience you have ever had? Is there anything you could have done to prevent it?

[employee comments]
EMPATHY:

How can you tell that a colleague needs help? What steps would you go through to provide comfort?

Describe a time when you were able to strengthen a relationship between colleagues using effective communication. What made your communication effective?

[employee comments]
ATTENTION TO DETAIL:

Do you prefer to work with the "details" or the "big picture" of a situation?

Are there times you have had difficult experiences working with details at work? How did you go about that?

[employee comments]
PERSONAL DRIVE:

Is there a time when you have received an award from the company? What was the award? Why did you receive the award?

How do you ensure that your personal drive level is high on a daily basis?

[employee comments]
USING COMMON SENSE:

When is the last time you failed in a project because you did not use common sense? How did you rise up?

How do you avoid making the most common mistakes at work like being late or missing deadlines?

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
ANALYTICAL SKILLS:

Can you recall any problem you solved that required analyzing complex and large volumes of data?

How often do you encourage others to use appropriate oral and written communication skills when sharing an analysis?

[employee comments]
PRODUCT KNOWLEDGE:

What efforts are you making to understand how a product compares to rival products?

How often do you adhere to procedures and policies that guide products and services?

[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:

Related Articles