Use this step by step explanation to craft a good employee performance feedback review for a commercial insurance sales manager. Find the right words with quality phrases.

A commercial insurance sales manager is responsible for analyzing several variables such as mortality and retirement rates to predict risks and liability. He/she assesses market potential and determines prices schedules. He or she leads, manages and trains the sales teams within the company. Furthermore, he/she will get to formulate sales strategies for different products.

In addition, he/she will be called upon to do other roles like lead sale operations of the company; determine insurance sales discounts and premiums; develop sales quotas; minimizes company risks; conduct insurance market research; develop business strategies and goals; file reports of insurance quotes and analyze statistical data.

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.

Makes sure that the workplace area is always clean with no litter around.

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 takes charge of the negotiation process and directs it in the manner that will achieve results.

Strives to come up with a win-win solution that will benefit 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.

Starts the more involved or longer tasks first, and fills in the gaps with the shorter, self-contained or well-defined tasks

Allows extra time for interruptions when planning for how long one expects everything else to take

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.

Understands well how to help others in times of need without asking for anything in return

Never concerned about personal gain but always works with the group success in mind

2

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Great at training employees and directs them to use their strength to better their performance

Ability to understand each personal attitude and deal with it professionally

3

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Keeps own motivation up by rewarding oneself after successfully completing a phase of the problem

Tries to form own goals in the sense of actions one can take to achieve the desired goals

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.

Follows the required procedure, policies, security, and safety measures when using various equipment at work

Follows up with other employees to make sure that commitments and agreements have been fulfilled

3

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Keeps abreast of technological change and finds the easiest ways to develop knowledge and new skills needed to undertake new projects

Facilitates discussions and resolves conflicts within the team and is able to develop lasting relationships with the key project stakeholders

2

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Appraises information and knowledge critically before using it and recognizes the risks involved in misusing information

Demonstrates exceptional responsibility for developing knowledge management skills and has the best ideas for improving the knowledge of colleagues

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.

Excels at connecting with the target audience when writing reports and proposals

Leads in preparing reports and proposals that persuade and provide information

3

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

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

Is there teamwork in the organization? How do teams perform when assigned tasks and projects to handle?

[employee comments]
NEGOTIATION SKILLS:

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

Have you ever backed out of negotiation process and what was the outcome?

[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 ways and techniques that you have found to make handling of multiple tasks easier and more effective?

[employee comments]
TEAM BUILDING:

Should you take a more active role and contribute more to your future teamwork?

Do you easily cooperate with others when asked to or do you follow your own ideas without submission?

[employee comments]
MANAGEMENT SKILLS:

How have you led the efforts of your team to ensure they emerge the best?

What are the most important values you demonstrate as a leader?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

How do you weigh the advantages and disadvantages of a solution before implementing it?

Describe a time when you have found a creative way to solve a problem. How did you feel?

[employee comments]
MANAGING DETAILS:

How do you make sure that you have all the necessary tools before starting a project or task?

How have you helped your team members improve their ability to manage details? How has this improved the overall productivity of the team?

[employee comments]
PROJECT MANAGEMENT:

How do you motivate your project team and communicate with the stakeholders? How has this contributed to the success of your projects?

In your opinion, what do you think is the most important quality of a project manager? Explain you answer

[employee comments]
KNOWLEDGE MANAGEMENT:

What are you doing to improve your capabilities of reviewing knowledge requirements for new tasks?

How often do you encourage others to participate in networking opportunities that can assist in gaining more knowledge?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What are you doing to improve how you connect with target audience when writing reports and proposals?

What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language?

[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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