Use this sample and step by step explanation to craft a meaningful 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

  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.

Maintains an untidy and disorganized workspace area with personal effects not well kept.

Manages time in an improper way leading to work piling up overtime.

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.

Uses great verbal communication abilities to try to pass ideas across in a clear manner.

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.

Does not know how to differentiate between tasks that need one's complete attention and those that work well with multi-tasking

Does not take breaks in between tasks to reassess new information or let one's mind rest

1

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.

Constantly watches, tracks and admonishes employees for every slight failing thus makes them feel as if they are not trusted

Goes for the quick fix instead of going to the root of the problem and developing lasting strategies to solve it

1

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

Great at working and understanding the team dynamics that are beneficial to the business

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.

Pays attention to the surrounding, the expressions, feelings, and actions of the people before interacting with them

Tries to come up with answers that truly explain one's own feelings and refrains with negative answers such as "I don't know"

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.

Finds oneself distracted by worrying about other things to be done thus, loses energy to tackle the task at hand

Uses extra time gossiping and complaining about one's job instead of doing something that adds value to the company

1

EVALUATING OTHERS: Evaluating others is the capacity to see the individuality in others and recognize a person's unique point of view.

Does not offer suggestions on how others should improve what they have produced as well as their weak areas

Uses judgment phrases such as "that was the wrong thing to do", or "good leaders don't", when evaluating people

1

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.

Gets lost in the various details present in a project or task and ultimately loses focus on the actual project or task

Gets depressed when one makes a mistake rather than learning from it and moving forward

1

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.

Does not understand how to work with graphical information and does not know how to use graphical software

Does not show willingness to learn how to use critical thinking skills when evaluating information

1

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

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

How can you rate the general work morale? Are people in good spirits when discharging their roles?

[employee comments]
NEGOTIATION SKILLS:

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

Have the results of any negotiation process gone against your expectations?

[employee comments]
MULTI-TASKING:

Describe a situation that required you to do a number of things at the same time. How did you handle it?

Are there times when you have been interrupted while multi-tasking? What happened? What have you done to reduce or avoid interruptions?

[employee comments]
MANAGING AT TEAM:

Think about a time when you were given a management role. How did people respond to your management efforts?

Can you describe a time when you have taken a management role when you did not have the title of a manager? What happened?

[employee comments]
TEAM BUILDING:

Do you cooperate with others in your group to lead, follow, contribute, advice or you just watch?

What is the one particular lesson the team learned from you that they did not have before?

[employee comments]
EMPATHY:

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

Can you think of a time someone interpreted something you said negatively, even though you didn't intend for it to be negative?

[employee comments]
ENJOYMENT OF THE JOB:

When you have extra time available in the workplace, what ways have you found to make yourself more productive?

Can you describe a working environment that makes you happy and more productive?

[employee comments]
EVALUATING OTHERS:

How do you prepare for an evaluation process? How do you make sure that a person knows exactly what you are looking for?

In your opinion, do you think evaluating a person can give an adequate reflection of their character?

[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]
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:

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