Use this step by step explanation to craft a good employee performance feedback review for a claims adjuster. Find the right words with quality phrases.
A claims adjuster is responsible for determining how much an insurance company pays to a claimant. The adjuster analyzes the property, and the damage reported to get an estimated amount of the event. He/she also visits the site of damage or going to where the wreckage of a car is stored.
Other duties include examining the insured property, conduct a background search for information regarding the damage, and provide a comprehensive report of the claim. He/she also gathers all the necessary information on behalf of the insurance company from videos to audio evidence. Lastly, they also consult the police and retrieve reports in case of fire and road accidents.
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 |
|---|---|---|
| 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. | Always seeks to improve by learning new techniques and skills. Follows the company culture strictly and inspires the same from his or her colleagues. | 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. | Organizes the company's objectives into key areas in order to process and prioritize them easily and allocate resources Pays attention to the human resources required for the plan to succeed | 2 |
| 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 Sets oneself the challenge of having a conversation with a stranger every week in order to understand life in another person's perspective | 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. | Enjoys attending meetings; likes being at the center of challenging and thoughtful discussions that lead to decisions, initiatives and changes Gives one hundred percent; works diligently to complete all tasks and limit one's mistakes and takes responsibility if one makes a mistake | 3 |
| PERSONAL ACCOUNTABILITY: Personal Accountability is the feeling that you are entirely responsible for your actions and consequences taking ownership without blaming others. | Takes ownership of personal or team performance and helps team members to achieve their goals or improve their performance Lives the company's values and consistently maintains one's ethical principles even in the most challenging situations | 2 |
| PERSUADING OTHERS: Persuading others is making sure your best ideas get a fair hearing without manipulating others or using trickery. | Assesses oneself in order to verify own effectiveness of communication and improve own confidence a notch higher before persuading others Practices and rehearses how to present a situation and gets ready for all possible outcomes | 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. | Slows down when one is upset or stressed; refrains from making hasty decisions in order to avoid hurting others Gets constant feedback from other employees in order to know own strengths and areas that need improvement | 2 |
| 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. | Puts extra effort to understand the audience in order to target the message in reports and proposals appropriately Shows willingness to learn the value of good written communication when writing reports and proposals | 2 |
| 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. | Shows willingness to learn how to use critical thinking skills when evaluating information Relies on existing solutions and examples when dealing with a problem | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| INTERPERSONAL SKILLS: How well do you work with those around you to ensure things are done? How well do you receive and at the same time give constructive feedback? | [employee comments] |
| STRATEGIC PLANNING: What are your long-term and short-term goals? What have you done to achieve them effectively? Describe a time when you have cooperated in the planning of a project. What was your role? | [employee comments] |
| EMPATHY: How can you tell that a colleague needs help? What steps would you go through to provide comfort? What is one thing you wish other colleagues knew about you, but they don't? | [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? Can you describe a time when you made a suggestion to improve the work in your department? What was the outcome? | [employee comments] |
| PERSONAL ACCOUNTABILITY: Describe an occasion when you chose not to complete a task, for whatever reason. What happened? Describe a time when you had to admit to your supervisor that you had made a mistake. What happened? | [employee comments] |
| PERSUADING OTHERS: Describe a time when you have used persuasion to convince someone to see things your way. What tips did you use? Can you describe a time when you have had to convince a difficult colleague to accept your idea? | [employee comments] |
| USING COMMON SENSE: What have you done to improve your ability to use common sense at work? 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] |
| WRITING REPORTS AND PROPOSALS: How often do you encourage others to learn how to integrate primary data and secondary sources accurately? What efforts are you making to learn how to convey technical ideas in an appropriate and reader-friendly language? | [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: |