Use this sample and step by step explanation to craft a meaningful employee performance feedback review for a commercial insurance sales manager. Find the right words with quality phrases.

A commercial insurance sales manager is responsible for analyzing several variables such as mortality and retirement rates to predict risks and liability. He/she assesses market potential and determines prices schedules. He or she leads, manages and trains the sales teams within the company. Furthermore, he/she will get to formulate sales strategies for different products.

In addition, he/she will be called upon to do other roles like lead sale operations of the company; determine insurance sales discounts and premiums; develop sales quotas; minimizes company risks; conduct insurance market research; develop business strategies and goals; file reports of insurance quotes and analyze statistical data.

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.

Does not know how to follow protocol when handling work related issues

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.

Shows great skills and abilities when it comes to wrapping up deals.

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.

Spends most of one's time on tasks that do well with multi-tasking and forgets the most important tasks on one's job description

Does not ask for help or advice from colleagues when one is stuck thus wastes valuable time trying to figure things out

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.

Quickly gets distracted with other tasks that are not important or urgent

Domineers others by putting people off and misjudging others? contributions

1

MANAGEMENT SKILLS: Management Skills are also known as leadership skills and involve planning, decision making, delegation, time management and time management to ensure optimum organization in focus and the technical of how and why of accomplishing tasks.

Always ready to share information and knowledge for the joint development of the workers

Envisions the action plans and brings all the staff on board

2

PROBLEM/SITUATION ANALYSIS: Problem/Situation Analysis is the ability to solve problems and assess situations to know what kind of solution is required to calm it down.

Finds a more positive side of the situation and focuses on it in order to reduce the situation's negative emotional impact

Sets a deadline for when a situation should be solved and a schedule for reporting in order to stay on track and know when one is falling apart

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.

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

Does not show patience or perseverance for pursuing the matter at hand until the cause is exposed

1

PROJECT MANAGEMENT: Project Management is structuring a to-do list for your project or company containing tasks and responsibilities as well as creating a roadmap for the execution of those duties promptly.

Does not take the time to understand what the project is about; goes straight to delegating project tasks without a detailed plan

Lacks time management skills; fails to monitor a project during its critical stages to find out if the project is on track

1

KNOWLEDGE MANAGEMENT: Knowledge Management is the ability to manage knowledge and information that is presented to the company from different sources without overlooking any of them.

Constantly fails to seek for further information and is poor at analyzing knowledge from multiple sources

Shows unwillingness to look for and adopt new ideas that can assist in improving own knowledge

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.

Hardly conveys information and ideas in an appropriate format and language when writing technical reports and proposals

Understands very few components of writing reports and proposals and does not show interest to learn more

1

Self Evaluation

Self Evaluation Question

Employee Comments

ORGANIZED WORKPLACE:

Has the company given you all the essential things you require to perform your duties/

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

[employee comments]
NEGOTIATION SKILLS:

Have you ever compromised to help reach an acceptable solution?

Have you ever lost your temper while negotiating with someone and what was the outcome?

[employee comments]
MULTI-TASKING:

How do you prioritize your tasks to make sure that all are attended to and that they meet deadlines?

What is the most difficult multi-tasking experience you have ever had? What did you do and what was the outcome?

[employee comments]
TEAM BUILDING:

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

Do you easily cooperate with others when asked to or do you follow your own ideas without submission?

[employee comments]
MANAGEMENT SKILLS:

What role have you played in your team and their success?

Do your workers respect or fear you and do your leadership role intimidate them?

[employee comments]
PROBLEM/SITUATION ANALYSIS:

How do you weigh the advantages and disadvantages of a solution before implementing it?

Describe a time when you have found a creative way to solve a problem. How did you feel?

[employee comments]
MANAGING DETAILS:

How would you deal with a team member who is super detail oriented, that he/she always slows the team down?

If a project is not due for several weeks, when do think it's the best time to start working on it and why?

[employee comments]
PROJECT MANAGEMENT:

What stress management techniques and problem resolution models have you used while managing a project? Illustrate your answer with a real life example

Describe the most difficult project that you have ever managed. What made it difficult and how did you go about it?

[employee comments]
KNOWLEDGE MANAGEMENT:

What efforts are you making to improve your knowledge searching strategies?

What efforts are you making to look for new ideas that can assist you in improving your knowledge capabilities?

[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: