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

A senior claim specialist determines insurance coverage and seeks to examine and resolve claims from the insured persons. He/she is also tasked with maintaining high-quality customer service and ensuring full legal compliance of all matter about claims as well as inspecting loss sites to estimate and evaluate damages appropriately.

He/she can also get to perform the following duties: determine the correct insurance coverage as per the provisions of the insurance policy, prepare claim reports through data collection and analysis, maintain high confidentiality of all claims operations, contact the insured promptly after analyzing first reports, evaluate the language of the contract and identify issues associated with coverage as well as conduct regular follow-ups on all claim payments unpaid or filed.

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.

Machines are all kept clean by wiping them now and then.

Exudes a great ability to separate the necessary from the unnecessary.

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.

Knows how to present issues in a clear and concise manner that is well understood by all parties.

3

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

Eliminates unnecessary tasks from one's plan in order to be more efficient

3

MANAGING AT TEAM: Managing is the administration of an organization which includes activities of setting the strategy of an organization and coordinating the efforts of the employees to accomplish its objectives.

Anticipates and meets all the needs of customers and delivers high-quality products and services

Deals effectively with pressure; remains persistent and optimistic even under difficult situations and recovers quickly from setbacks

3

TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace.

Puts the team first by putting personal problems aside and handling professional ones first

Creates an environment of open communication and trust among the employees and management

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

Tries to come up with answers that truly explain one's own feelings and refrains with negative answers such as "I don't know"

2

ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it.

Learns more about the company and makes an effort to understand the complete operation and production aspects in order to grow and develop as an employee

Volunteers for new projects and makes new goals which one is excited to tackle, rather than hiding under the desk

2

EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view.

Looks not only at how well a person closes a deal with a customer but also at how well they work through the whole process

Looks at how consistent a person is in finding new effective ways to perform tasks or solve issues

2

MANAGING DETAILS: Managing Details is the skill of paying close attention to details of every element of your job performance to ensure nothing is overlooked.

Achieves accuracy and thoroughness when accomplishing a task and takes the time to understand all the areas involved

Takes note of important details and writes them down in order to make sure that they are not forgotten or lost

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.

Demonstrates outstanding abilities to collect accurate data before analyzing it

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

3

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Do you feel that you follow all the rules and regulations to the letter?

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

[employee comments]
NEGOTIATION SKILLS:

Have you ever compromised to help reach an acceptable solution?

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

[employee comments]
MULTI-TASKING:

How do you prioritize your tasks to make sure that all are attended to and that they meet deadlines?

What are some of the resources you have used for effective multi-tasking other than your own time and attention?

[employee comments]
MANAGING AT TEAM:

Is there a time when you have decided to reorganize a department that you lead? How did you proceed with the process?

Is there a time when you have praised an employee in public? How did you go about it?

[employee comments]
TEAM BUILDING:

Where do you fit in the team work? What is your particular role in that team?

What is the one particular lesson the team learned from you that they did not have before?

[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]
ENJOYMENT OF THE JOB:

Describe a time when you felt your work was unmanageable and were unable to meet deadlines. What did you do about it?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
EVALUATING OTHERS:

Is there a time when you have not been honest when giving feedback? If yes, why is that?

How do you think a company benefits from regularly evaluating its employees?

[employee comments]
MANAGING DETAILS:

Describe a project that demanded accuracy from you. How did you go about it and what are some of the challenges you faced?

What are some of the things you have done or skills you have acquired to improve your ability to manage details at work?

[employee comments]
ANALYTICAL SKILLS:

Can you think of a small problem you ever identified and solved before it could turn into a big problem?

Can you describe a situation where your analytical outcome was incorrect? How did you solve the problem?

[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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