Use this step by step explanation to craft a good employee performance feedback review for a home office claim specialist. Find the right words with quality phrases.
A home office claim specialist is tasked with the primary role of obtaining information from the insured person for the purpose of payment. He/she is also tasked with applying insurance rating systems and calculating amount of claims and paying of the smaller claims to the insured. Also they ensure claims irregularities are identified and resolved.
In addition to the primary role, he/she is tasked with undertaking the following roles: reviewing the insurance policy to establish coverage; transmit claims for payments or further investigation, prepare and review insurance claims form and any other related documents and contact the insured person in regards to any outstanding claim issue.
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. | 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. Raises relevant issues that seem to be a stumbling block to the negotiation process. | 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. | Communicates unambiguously and concisely that gives others an easy time to comprehend what is being passed across. Recognizes and manages the effects of personal stress and of those who are around properly. | 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. | Able to challenge bias, stereotyping and intolerance, and creates an atmosphere that is respectful towards everyone 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 |
| ATTENTION TO DETAIL: Attention to Detail is the capacity to achieve a thoroughness and accuracy when accomplishing a task. | Limits distractions by trying to work in an area that is conducive to focus and concentrate Accurately analyzes and prioritizes details and catches details missed by other colleagues | 3 |
| ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it. | Sees customers like real people with real needs thus, gains real sense of fulfillment and purpose from taking care of those needs Is visionary; takes time to make goals and finds the best way to accomplish them | 3 |
| SELF-DISCIPLINE AND SENSE OF DUTY: Self-Discipline and Sense of Duty is an active effort which helps in developing set ways for your thoughts, actions, and habits empowering your to stick to your decisions. | Measures own progress and takes the necessary steps to accomplish the goals rather than just imagining the end result Limits time spent on unproductive activities that keep one from completing own projects or accomplishing goals | 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. | Is open-minded and listens to other employees notions and ideas even if they derail own thinking Sets smart goals, makes a plan that makes it easier to achieve them and makes sure to follow that plan | 3 |
| MEETING MANAGEMENT: Meeting Management is the skill to know and understands the reason why an official meeting should be held and who should attend. | Sets clear objectives for holding a meeting and ensures the meeting has a concrete agenda Collects questions about the topic to be discussed way in advance | 3 |
| WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company. | Conveys technical and complex information and ideas in an appropriate format and language Acknowledges cited works and demonstrates deep understanding of the appropriate referencing styles | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Do you feel you value your job? Explain your answer. What areas do you feel you need improvements when it comes to being organized at work? | [employee comments] |
| NEGOTIATION SKILLS: Have you ever been involved in any negotiation process? What did you learn from it? Have you ever lost your temper while negotiating with someone and what was the outcome? | [employee comments] |
| INTERPERSONAL SKILLS: Are you always approachable or people tend to find it hard to approach you? How well do you receive instructions and follow them through to achieve the desired results? | [employee comments] |
| EMPATHY: What is one or two things you have learned from caring for or helping others at work? Can you think of a time someone interpreted something you said negatively, even though you didn't intend for it to be negative? | [employee comments] |
| ATTENTION TO DETAIL: Is there a time you identified an error that had been overlooked by a colleague? What did you do to fix it? Have you ever needed to persuade your supervisor or someone above you that they had made a mistake? How did the situation turn out? | [employee comments] |
| ENJOYMENT OF THE JOB: What techniques and processes have you come up with to make your job easier or to be more effective at work? Do you prefer working as part of a team or alone? Given a choice, what percentage of your time would you allocate to each? | [employee comments] |
| SELF-DISCIPLINE AND SENSE OF DUTY: What are some of the things that you have done to help nourish your self-discipline? How has this helped you in developing a sense of duty? Describe one time when you have worked the hardest. What motivated you to work hard and what was the outcome? | [employee comments] |
| USING COMMON SENSE: How have you used common sense at work to meet your goals? Give a specific example when this happened When is the last time you apologized to a colleague? What had you done and why did you feel the need to do this? | [employee comments] |
| MEETING MANAGEMENT: What are you doing to ensure that you start and end meetings as scheduled? Which approaches are you employing to hold more creative meetings and do you leave room for creativity? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: What are you doing to improve how you connect with target audience when writing reports and proposals? Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake? | [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: |