Use this step by step explanation to craft a good employee performance feedback review for a corporate claims examiner. Find the right words with quality phrases.
A corporate claims examiner is tasked with the primary responsibility of reviewing settled insurance claims to ensure that payments are made in the right manner following the stipulated policies. He/she reports any overpayment or underpayment given by the company to the insured and confers with the legal team on matters of litigation.
In addition, he/she can perform the following tasks: enter claim payments, reserves and new claims; resolves any complex issues that pertains to claims; maintain all claim records and files whether digital or hard copy; verify data before any claim payment is made to the insured and making any claim data accessible when needed.
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 |
|---|---|---|
| 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. | Machines are all kept clean by wiping them now and then. Personal effects and belongings are usually well kept and maintained. | 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. | Listens actively and keenly to the other negotiation parties to understand their perspective. Strives to come up with a win-win solution that will benefit all parties. | 3 |
| ACCURACY: Accuracy refers to the closeness of a measured value to a known value or standard that is passed by the governing laws. | Listens actively and keenly to instructions and executes every detail or task required. Looks at situations from different perspectives and not only in a one-sided way. | 3 |
| JUDGMENT SKILLS: Judgment is the ability to make a decision or form an opinion wisely especially in matters affecting action, good sense and discretion. | Compares the leadership potential and personal commitment of different project team members when choosing a project manager Tries to be as objective and measured as one can be, and seeks input from other employees where appropriate or necessary | 2 |
| MULTI-TASKING: Multi-Tasking allows one to juggle and perform more than one task at a time without losing track of what you are working on or dropping the ball. | Selects one's tasks, with a general sequence of events in mind, in order to complete them without needless repetition or redundancy Works ahead; starts early to set up and prepare when one knows there will be a big rush | 3 |
| STRATEGIC PLANNING: Strategic Planning is organizational management activity that is used to set priorities, focus energy and resources, strengthen operations while guaranteeing that employees and other stakeholders are working towards common goals. | Hires an outside facilitator or someone who doesn't have any stake in the company's success in order to free up conversations Examines the factors outside the company that affects its performance before starting a strategic planning meeting in order to discuss assumptions about the future | 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. | Makes the customer feel valued; offers trusted advice to customers who want to develop a long-term relationship with the company Does not just want to be right to proof a point, rather, is truly interested in the best outcome or solution to a problem | 2 |
| EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view. | Looks at a person's ability to collaborate with others. A person who works in a team is more likely to accomplish tasks faster and more efficiently that one who works alone Checks to see whether a person takes time to work on weak areas after receiving feedback | 3 |
| 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. | Constantly makes conscious decisions about what one will allow oneself to be influenced by, and what one will devote own thinking time to Treats everyone equally; shows respect to other employees and customers in order to create a smooth working environment | 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. | Excels at employing critical thinking skills when evaluating information to make decisions Possesses an exceptional ability to remember information and has a strong visual perception of information | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Are the channels for solving issues clear to you? If yes, explain why? Is there teamwork in the organization? How do teams perform when assigned tasks and projects to handle? | [employee comments] |
| NEGOTIATION SKILLS: When negotiating how well do you take charge of the process? Have you ever backed out of negotiation process and what was the outcome? | [employee comments] |
| ACCURACY: Do you normally have a checklist or a guide before you start doing any given task? Are you someone who needs constant monitoring or supervision to deliver reliable work? | [employee comments] |
| JUDGMENT SKILLS: Describe a time when you had to be relatively quick in solving a problem. How did you do it? What was the outcome? In your opinion, what factors should one consider when comparing the pros and cons of two potential vendors for processing payroll? | [employee comments] |
| MULTI-TASKING: Describe a time when you have had to perform multiple tasks at the same time. What are some of the challenges you faced? Are there times when you have been interrupted while multi-tasking? What happened? What have you done to reduce or avoid interruptions? | [employee comments] |
| STRATEGIC PLANNING: Can you describe a time when you have anticipated the future and made changes to current operations to meet future needs? What factors do you consider when selecting the right people for your strategic planning team? | [employee comments] |
| EMPATHY: Think of a time you had to address an angry client. How would you assess your role in diffusing the problem? Why is it important for employees to show empathy towards each other as well as towards their customers? | [employee comments] |
| EVALUATING OTHERS: Describe a time when you have had to deliver negative feedback to a colleague. How did you make sure not to hurt their feelings? Is there a time when you felt you did not get what you expected from your evaluation? Why? What did you do? | [employee comments] |
| USING COMMON SENSE: Describe a time when you have had an argument with your boss because you had not done something that required common sense. What was it and how did you defend yourself? How do you avoid making the most common mistakes at work like being late or missing deadlines? | [employee comments] |
| ANALYTICAL SKILLS: What steps do you follow when studying a problem before making a final conclusion What efforts are you making to search for the best sources of information? | [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: |