Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an internal claims auditor.
An Internal Claims Auditor is responsible for auditing, approving or rejecting each claim before payments are made. This position is key in examining, monitoring and analyzing of activities related to a company's organizations.
The primary duties of this position includes, determining whether the proposed payments are for a valid or legal reason, ensuring that proper documentation and itemization are provided, and that payment is for legal, delivering legitimate claims against the company are paid accurately, ensuring that the purpose and transactions are properly approved prior to accepting the voucher or invoice for payment, enforcing all the provisions of the law, the commissioner's regulations, board policies and administrative regulations regarding the management are keenly followed.
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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PHONE SKILLS: To show the willingness of taking full control of a conversation especially if I am the one making the phone call. Use normal tone when making calls and do not to speak loud when it affects those around. | [employee comments goal] |
INTERPERSONAL SKILLS: Give constructive feedback to others and to take corrections positively Learn to be empathetic towards other people to understand what they are going through. | [employee comments goal] |
KNOWLEDGE OF COMPANY PROCESSES: Stay aware of the company objectives and monitor current trends and developments that may affect implementation of its programs and plans Build client's confidence using one's knowledge of the company's processes and the external community | [employee comments goal] |
DEALING WITH DIFFICULT PEOPLE: Avoid dealing with the person one-on-one and demand that a third party be brought in order to avoid getting cornered in an argument Be kind and friendly even when the other person attacks you to receive negative attention | [employee comments goal] |
SUPERVISORY SKILLS: Ensure that your entire workforce is participating in training to support them Use diverse methods to educate the workforce to bring out their potential | [employee comments goal] |
LEADERSHIP SKILLS: Invest in the unity of the team rather than conflict and disagreements Don't be caught up in the small details and lose sight of the primary goals | [employee comments goal] |
DEPENDABILITY: Be available to the coworkers, customers, and management and show concern Handle all the tasks accorded with a professional view not overlooking any detail | [employee comments goal] |
POTENTIAL FOR ADVANCEMENT: Keep up a positive attitude that interacts with others well Go for coaching or training every time the business provides it | [employee comments goal] |
QUALITY MANAGEMENT: Research the marketplace and competition regularly in order to stay abreast of the market or industry developments Use a recognized quality standard when one is preparing and updating quality documentation | [employee comments goal] |
SCHEDULING: Set enough time for all the essential tasks and give more priority to essential tasks when scheduling Consistently use a routine to get repetitive tasks done more efficiently | [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: |