Use this step by step explanation to craft a good employee performance feedback review for a claims manager. Find the right words with quality phrases.
A claims manager is responsible for leading and overseeing all the other claim professionals under him/her. He/she ensures that they conduct the claim investigation and processing procedures as articulated by the insurance company's policy.
Other duties include ensuring the process of claim investigation has been conducted diligently. They also maintain the insurance files of the claimants, reviews them, and follows up to know if they have been processed in real time. He/she also delegates duties to various professionals within the claims department such as claims representative and claims specialist among others. Lastly, they are mandated to liaise with the legal counsel to ease the litigation process if need be.
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. | Follows proper work reporting channels when handling work related issues. Does away with obsolete and unwanted work items to create even more space | 2 |
| 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. | Shows great skills and abilities when it comes to wrapping up deals. Shows willingness to compromise when the deal seems not to be going through for the interest of parties involved. | 2 |
| TEAM BUILDING: Team Building represents various types of activities used to enhance social relations and define roles within the different teams at the workplace. | Contributes to the success of the team on a regular basis Never concerned about personal gain but always works with the group success in mind | 2 |
| MANAGEMENT CONTROL: Management Control is a system that collects and uses the information to evaluate the performance of different organizational resources like the financial, physical and the organization performance as a whole. | Collaborates with the employees to establish a development path for the company to grow Maintains an open communication process among the staff and management | 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. | Provides mentoring, coaching and stretching assignments that help colleagues and team members to develop to their full potential 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. | Examines technical charts for errors and reviews documents for compliance with established standards Creates a detailed work plan that outlines each key job functions and uses it as a guide when one gets distracted or interrupted | 2 |
| EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view. | Looks at a person's ability to collaborate with others. A person who works in a team is more likely to accomplish tasks faster and more efficiently that one who works alone 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 |
| GOAL AND OBJECTIVE SETTING: Goal and Objective Setting is the strategic plan that is set and laid down identifying how goals should be accomplished, by who and by what time. | Uses client satisfaction, quantity, cost, quality, and value added to the company, to evaluate success of a goal Sets goals that are tied to the overall growth strategy of the company in order to increase the company's productivity | 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. | Asks own bosses for regular performance feedback or suggestions for improving own efficiency and productivity Works closely with other employees to encourage them to maintain high-quality standards in their work | 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. | Relies on technical tools to understand trends when analyzing data Encourages others to use appropriate oral and written communication skills when sharing an analysis with others | 2 |
Self Evaluation | |
Self Evaluation Question | Employee Comments |
|---|---|
| ORGANIZED WORKPLACE: Are the channels for solving issues clear to you? If yes, explain why? 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? Describe your best and worst moments of any negotiation process you have been part of? | [employee comments] |
| TEAM BUILDING: Where do you fit in the team work? What is your particular role in that team? Do you offer good group work and successful management equally to everyone or do you show favoritism? | [employee comments] |
| MANAGEMENT CONTROL: Have you identified any partner you can work with or become a key stakeholder in the company? Are you able to learn from other people's influence, decisions and adjust your management style to the learned tricks? | [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? Are there times you have had difficult experiences working with details at work? How did you go about that? | [employee comments] |
| EVALUATING OTHERS: Describe a time when you have had to deliver negative feedback to a colleague. How did you make sure not to hurt their feelings? In your opinion, do you think evaluating a person can give an adequate reflection of their character? | [employee comments] |
| GOAL AND OBJECTIVE SETTING: What is one of the major goals that you have set for yourself recently? How are you planning to achieve it? Describe some of the factors that you consider when setting your goals and objectives. How have these contributed to your success in the goal setting process? | [employee comments] |
| MANAGING DETAILS: How do you make sure that you have all the necessary tools before starting a project or task? Describe a time when you have had to multitask. How did you organize your tasks to make sure that you didn't miss any of them? | [employee comments] |
| ANALYTICAL SKILLS: What is the most complex analytical task you have ever undertaken? How often do you encourage others to use appropriate oral and written communication skills when sharing an analysis? | [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: |