Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a home office claim specialist. Find the right words with quality phrases.

A home office claim specialist is tasked with the primary role of obtaining information from the insured person for the purpose of payment. He/she is also tasked with applying insurance rating systems and calculating amount of claims and paying of the smaller claims to the insured. Also they ensure claims irregularities are identified and resolved.

In addition to the primary role, he/she is tasked with undertaking the following roles: reviewing the insurance policy to establish coverage; transmit claims for payments or further investigation, prepare and review insurance claims form and any other related documents and contact the insured person in regards to any outstanding claim issue.

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.

Rarely consults when something in the workplace is not in order.

Finds it hard to prioritize work given at any time leading to the job being done haphazardly.

1

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.

Strives to influence the outcome of any negotiation process positively.

Is assertive when presenting views and ideas and seeks to make people understand what the key points are.

2

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.

Does not know how to communicate in a clear way so that others can easily understand.

Does not work well with others something that brings conflict every now and again.

1

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.

Has trouble dealing with interpersonal conflicts at work, home and in the community

Does not seem to care about the needs of different people in the community and does not see the need to offer help to them

1

ATTENTION TO DETAIL: Attention to Detail is the capacity to achieve a thoroughness and accuracy when accomplishing a task.

Uses day planners, calendars, highlighters, project planning software, resource management software and any other program created to help one stay organized

Plays focus enhancing games that help sharpen one's memory and problem-solving skills

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.

Works diligently with colleagues in order to accomplish great things in the workplace and to improve the company's productivity

Looks for solutions instead of griping about problems; comes up with suggestions about ways to make things better and run smoothly

2

SELF-DISCIPLINE AND SENSE OF DUTY: Self-Discipline and Sense of Duty is an active effort which helps in developing set ways for your thoughts, actions, and habits empowering your to stick to your decisions.

Avoids the hardest assignments instead of trying to complete them first so that the rest of the day is easy

Does not take the time to think about what one wants to achieve thus sets unrealistic and unachievable goals

1

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.

Assumes to know everything and does not ask for help from others even when one needs it

Does not make any effort of learning new things in order to improve own common sense skills

1

MEETING MANAGEMENT: Meeting Management is the skill to know and understands the reason why an official meeting should be held and who should attend.

Attempts to multitask during a meeting and hardly assigns roles to participants

Hardly issues participants with a list of topics to be discussed in advance

1

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.

Demonstrates little understanding of all the key components of reports and proposals

Does not demonstrate willingness to learn how to integrate primary data and secondary sources accurately

1

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Do you feel you value your job? Explain your answer.

Do you feel the rules, procedures, and protocols of the company are relevant to having an organized workplace?

[employee comments]
NEGOTIATION SKILLS:

When negotiating how well do you take charge of the process?

Explain an instance that you hit a dead-end in a negotiation process. What did you do to reach a conclusion?

[employee comments]
INTERPERSONAL SKILLS:

Do you find it easy to strike a conversation with other people?

Do you always seek to influence people in a good way and support them in their efforts?

[employee comments]
EMPATHY:

How can you tell that a colleague needs help? What steps would you go through to provide comfort?

Have you ever decided to delay presenting some information to a colleague because you felt the timing was not right?

[employee comments]
ATTENTION TO DETAIL:

Have you been in a situation where you had an option to leave the details to others or take care of the details yourself? What did you do?

Are there times you have made huge mistakes due to not paying attention to details? What happened?

[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 working environment that makes you happy and more productive?

[employee comments]
SELF-DISCIPLINE AND SENSE OF DUTY:

Describe a task that required you to remain self-disciplined from the start to the end. How did you manage it?

Describe a time when you have been able to juggle multiple important projects due to your ability to remain self-disciplined. What challenges did you face and how did you overcome them?

[employee comments]
USING COMMON SENSE:

Describe a time when you have had an argument with your boss because you had not done something that required common sense. What was it and how did you defend yourself?

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]
MEETING MANAGEMENT:

What are you doing to ensure that you start and end meetings as scheduled?

Which approaches are you employing to hold more creative meetings and do you leave room for creativity?

[employee comments]
WRITING REPORTS AND PROPOSALS:

Have you ever failed to proofread and edit a report or proposal before submitting? How did you correct the situation?

Can you think of a situation you failed to use an appropriate writing style? How did you correct the mistake?

[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: