Use this step by step explanation to craft a good employee performance feedback review for a casualty claims representative. Find the right words with quality phrases.
A casualty claims representative works for insurance companies, and they are obligated with the primary responsibility of investigating claims by customers who have suffered personal injury or damage to vehicles and other properties covered by the insurance. He/she evaluates the damage done and calculates the amount of compensation the customer has to be paid.
Besides that, they also get to handle the following related tasks; ensuring that all claims are genuine, track, record and follow up on any fraudulent claim actions, maintain claim files, prepare claim reports for data processing and subsequent presentation and report any claim irregularities that might occur.
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. | Maintains a decent work area. Places all items in a manner that can easily be accessed. Maintains open lines of communication with other workmates at all times. | 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. Shows great confidence and composure while negotiating with other people on issues. | 3 |
| KNOWLEDGE OF JOB: Knowledge of Job is essential to every employee who needs to have a clear understanding of how their jobs fit into the overall organization to eliminate carelessness and laxity. | Helps out colleagues with good suggestions about situations and listens to them when they need someone to talk to Behaves professionally and does not fool around wasting one's time and that of other employees | 3 |
| DELEGATION: Delegation is assigning responsibility or authority to another person a junior or subordinate to carry out specific activities while remaining accountable for the outcome. | Ensures the project's or task's success through ongoing monitoring and communication as well as provision of credit and the required resources Asks the person assigned the task to paraphrase the assignment or request in their own words to make sure that they understand what they are supposed to do | 2 |
| 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 Designs plans that allow one to adapt changes in the marketplace and is not afraid to change them as necessary | 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. | Provides mentoring, coaching and stretching assignments that help colleagues and team members to develop to their full potential Opens up emotionally when connecting with others in order to deepen the connection with the other person | 2 |
| EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view. | Regularly reviews feedback from the customers in order to know the quality of work a person delivers Checks a person's rate of completion of tasks and evaluates the quality of the tasks to ensure they are on the right track | 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. | 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 |
| MEETING MANAGEMENT: Meeting Management is the skill to know and understands the reason why an official meeting should be held and who should attend. | Excels at being prepared for meetings by providing all participants with an agenda way before the scheduled day of the meeting 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 Integrates primary data and secondary sources accurately, persuasively, and logically | 3 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Are you are reliable workmate? If yes, what have you done to show that? How can you rate the general work morale? Are people in good spirits when discharging their roles? | [employee comments] |
| NEGOTIATION SKILLS: Give an instance that you managed to negotiate on something. What was the result? Describe your best and worst moments of any negotiation process you have been part of? | [employee comments] |
| KNOWLEDGE OF JOB: How have you improved your knowledge of the job? In what ways have you helped other employees improve their knowledge of the job? How do you make sure you have all that is needed to perform a certain task or accomplish different goals? | [employee comments] |
| DELEGATION: What are some of the techniques or methods you have used to ensure effective delegation? How do you deal with an employee who does not deliver a project on the agreed time? | [employee comments] |
| STRATEGIC PLANNING: What are your long-term and short-term goals? What have you done to achieve them effectively? What goals have you set for your career? What is your plan to achieve them? | [employee comments] |
| EMPATHY: Can you think of a time when you had to deliver less than ideal news? How did you go about it? What is one thing you wish other colleagues knew about you, but they don't? | [employee comments] |
| EVALUATING OTHERS: Describe a time when you went into a performance review without preparation. How did it go? What ways, if any, have you used to help underperforming colleagues improve their performance? | [employee comments] |
| USING COMMON SENSE: What have you done to improve your ability to use common sense at work? What have you done to avoid the most common arguments with your colleagues and customers? | [employee comments] |
| MEETING MANAGEMENT: Were there any times you failed to assign roles to participants in a meeting? How did you correct the situation? Have you ever failed to take notes during a meeting? How did you correct the mistake? | [employee comments] |
| WRITING REPORTS AND PROPOSALS: What efforts are you making to learn the value of good written communication 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: |