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 |
|
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. | Less distracted by the workplace disorganization and delivers the right results. Continually reviews what is working and what is not working in the workplace to minimize wastage. | 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. | Exudes a great wealth of knowledge and present concrete facts while negotiating. Acts soberly when a difficult situation arises during the negotiation process. | 2 |
| 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. | Uses waiting time efficiently; always has a portable task to do such as reading especially in places where one anticipates waiting Simplifies tasks that one cannot eliminate such as routine tasks and tries to perform them in as much detail as they require | 2 |
| 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 Gives credit where it is due to anyone without showing any favoritism | 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. | 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 |
| ENJOYMENT OF THE JOB: Enjoyment of the Job is the ability to enjoy what you do rather than enjoying what you earn from it. | Does not talk ill about other employees, rather than cool things the employees are doing Does not think about retirement because retirement sounds boring, in one's ears, and a lot less fulfilling | 3 |
| EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view. | Finds something good to say about others even when one does not like what they have produced Looks for evidence that a person sets clear goals that match the company's objectives | 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. | Stays abreast of industry trends that help one perform own tasks faster and better and become more efficient Applies discipline to work activities or assigned tasks and actively looks for ways to enhance the quality of the products and services | 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. | Makes enough effort to search for the best sources of information 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 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? 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 tips have you used to differentiate tasks that fit well in multi-tasking from those that require your undivided attention? | [employee comments] |
| MANAGING AT TEAM: Have you ever been appointed to manage a team? If yes, describe the role you played in the team's success 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? Do you offer good group work and successful management equally to everyone or do you show favoritism? | [employee comments] |
| EMPATHY: What is one or two things you have learned from caring for or helping others at work? 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: How do you maintain enjoyment of the job after experiencing a setback on your way to achieving your goals? Can you describe a working environment that makes you happy and more productive? | [employee comments] |
| EVALUATING OTHERS: Describe a time when you went into a performance review without preparation. How did it go? How have you helped a person, who is motivated and excited about his ability, continue to grow and develop? | [employee comments] |
| MANAGING DETAILS: Is there a time when you have failed to deliver a project on time because you didn't have all the required information? What happened? How do you organize your tasks to know which one comes first and what follows next? What tools, if any, have you used? | [employee comments] |
| ANALYTICAL SKILLS: Can you recall any problem you solved that required analyzing complex and large volumes of data? What efforts are you making to search for the best sources of information? | [employee comments] |
Summary |
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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: |