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:


  1. Setting Goals: List specific goals in the space provided below each competency under "Performance Goals". Assign an appropriate timeline for each goal as well as numeric or financial terms to measure the goal.
  2. Employee Comments: The employee must comment next to each goal under "Employee Comments" with "Okay" for goals which he/she feels comfortable working with, and "Needs Clarification" for goals which he/she believes need to be discussed further. An employee who is comfortable with all the goals can sign the goals at this stage.
  3. Summary: Give a summary of the total time estimated for the employee to have achieved the goals. State action plans and specific milestones to track the goals. Any additional comments agreed between the employee and the supervisor should be noted here.
  4. Human Resources Review: Human resources personnel must confirm that the goals are specific, measurable, achievable, relevant, and time-bound. He/she must then sign the goals in the "Human Resource" section provided under "Signatures".
  5. Signatures: When discussion of the goals has been completed and consensus has been reached, sign the goals and let the employee sign too. Send the final copy to the human resources for inclusion in the employee's professional records.

Performance Goals for Next Period

Performance Goals

Employee Comments


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]

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]

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]

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]

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]

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]

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]

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]

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]

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]


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


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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