Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a claims collector.
A Claims Collector is responsible for ensuring companies get paid. Their job is to track down people who owe money from overdue bills, negotiate the repayment and follow it up to ensure it's repaid. This is usually done via the telephone or by mail, post office, web or any other means.
The primary roles for this position are keeping track of assigned accounts to identify outstanding debts, locating and contacting debtors to inquire about their payment status, planning a course of action to recover outstanding payments, updating account status and database regularly, creating trust relationships with borrowers when possible to avoid future issues, investing and resolving discrepancies, handling questions and complaints of any form, complying with requirements when legal action is unavoidable alerting superiors of debtors unwilling or unable to pay when necessary.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| ADMINISTRATIVE SKILLS: Learn to express views in a very clear, organized, and concise manner that people can understand. To improve on my problem solving and negotiation skills so that I may perform my administrative roles well enough. | [employee comments goal] |
| INTERPERSONAL SKILLS: Give constructive feedback to others and to take corrections positively Learn to assess and manage potential conflicts at a personal and group level. | [employee comments goal] |
| KNOWLEDGE OF COMPANY PROCESSES: Actively share knowledge about the company's processes among colleagues and offer advice to new employees or those who are less experienced Understand the nature and limits of related companies and government agencies and use that knowledge to influence or lead others | [employee comments goal] |
| LEADERSHIP SKILLS: Invest in the unity of the team rather than conflict and disagreements Shun favoritism and compromise to create a united, happy team | [employee comments goal] |
| CREATIVITY: Set goals for each employee to come up with their working ideas Coach others how to think creatively and employ their skills to growth | [employee comments goal] |
| PERSONAL GROWTH: Set workable personal goals that will help met the company goals Be available to attend workshops and training that may impart new knowledge | [employee comments goal] |
| ADAPTABILITY: Learn new tricks and techniques that help build up confidence when dealing with different people Become more flexible and work with other employees and team members who may have problems meeting deadlines | [employee comments goal] |
| COMPETITIVENESS: Stop being afraid of trying and making mistakes but instead learn from the mistakes and change Work effectively with clients and show empathy towards their issues | [employee comments goal] |
| CUSTOMER SERVICE: Exhibit flexibility and creativity in solving problems presented by customers Share resources and information readily and make sure customers feel that you are on their side | [employee comments goal] |
| TECHNOLOGY SAVVY: Encourage others to embrace the embrace the power of computers to process tasks more efficiently and accurately Show more willingness to learn how to keep computers and mobile devices secure, and free from unauthorized access | [employee comments goal] |
Summary |
|---|
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: |