Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a manager actuary.
A Manager Actuary is responsible for overseeing all the actuarial related matters that include modeling, valuation, experience study, data analytics, projections, accounting, reporting, corporate transactions, pricing, risk quantification and allocation.
The primary responsibilities include performing all actuarial reviews and valuation of insurance reserves, experiencing study and technical reserves calculation, insurance pricing, and valuation, presents marketing investigation, project management, and business development, reviewing and preparing reports as required, appraising all the cash flows and reserves before they are implemented, interacting with independent actuaries and clients for a better flow in the organization, communicating findings to customers and the management, preparing presentations and reports to table to the management, analyzing statistical data like accident rates to determine potential risks.
Employee Performance Goals Sample | |
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Employee's Name: | Title: |
Review Period: __/__/__ to __/__/__ | Employee SSN: |
Work Location: | Supervisor's Name: |
Instructions |
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Performance Goals for Next Period | |
Performance Goals | Employee Comments |
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PRESENTATION SKILLS: Know my audience well enough and to use proper language and terms that suit them. Attend more presentation meetings and seminars to try to learn from others. | [employee comments goal] |
INSPIRING OTHERS: Look for people, environments, ideas, and knowledge that one finds inspiring and motivating and share it with others Avoid taking part in workplace drama or unnecessary gossip in order to become a positive influence to other employees | [employee comments goal] |
LEADERSHIP SKILLS: Be focused on scheduling goals and share it out equally Shun favoritism and compromise to create a united, happy team | [employee comments goal] |
APPEARANCE AND GROOMING: Dress the part to create an initial impression of confidence and success Always show self-confidence and inspire others to be confident in what they are dressed in | [employee comments goal] |
REALISTIC GOAL SETTING: Be specific and realistic about what one wants to achieve in order to remain committed to achieving it Write down each milestone with steps to take for each in order to make them achievable | [employee comments goal] |
ROLE AWARENESS: Value and interact with new employees who can teach something new, even if they have a lower position in the company's hierarchy Offer own services for new tasks or projects and show the willingness to learn where the company is headed | [employee comments goal] |
SEEING POTENTIAL PROBLEMS: Give advance notice when the company rolls out new features or launches new initiatives or applications Conduct neutral and honest discussions in order to allow everyone involved make solid contributions | [employee comments goal] |
MANAGING DETAILS: Help other employees generate fresh perspectives, new approaches, and breakthrough ideas that will help them produce accurate and quality work Take the time to explore the situation under consideration in order to find out the reasons behind the cause | [employee comments goal] |
PROJECT MANAGEMENT: Use project management tools or techniques to plan and track project performance; learn how to use management methodologies effectively Know the team's strengths and weaknesses and encourage the members to support and complement each other | [employee comments goal] |
KNOWLEDGE MANAGEMENT: Comply with the set standards, processes, and guidelines for managing knowledge and encourage colleagues to adhere to these standards Show willingness to adopt to new ideas that can improve own knowledge capabilities | [employee comments goal] |
Summary |
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Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. 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: |