Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a claims adjuster.

A claims adjuster is responsible for determining how much an insurance company pays to a claimant. The adjuster analyzes the property, and the damage reported to get an estimated amount of the event. He/she also visits the site of damage or going to where the wreckage of a car is stored.

Other duties include examining the insured property, conduct a background search for information regarding the damage, and provide a comprehensive report of the claim. He/she also gathers all the necessary information on behalf of the insurance company from videos to audio evidence. Lastly, they also consult the police and retrieve reports in case of fire and road accidents.

Employee Performance Goals Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  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

INTERPERSONAL SKILLS:

Always aim to develop and maintain strong and positive relationships with other people.

To always asks effective and open-ended questions to get to information that is more detailed on issues not well understood.

[employee comments goal]
STRATEGIC PLANNING:

Acknowledge the value of going through the strategic planning process and support implementation of the already completed strategic plan

Analyze the company's competitive advantages and reflect on how one can use these to drive sales of the company's products and services

[employee comments goal]
EMPATHY:

Try and gain a deeper understanding of the other person's perspective without immediately saying that it is bad or good

Volunteer in different community activities in order to understand the needs of people and offer help where appropriate

[employee comments goal]
ATTENTION TO DETAIL:

Get trusted colleagues to check one's work and provide feedback in order to work on mistakes before submitting

Come up with a schedule that includes work, play and rest in order to avoid feeling fatigued, hyperactive or restless while working on tasks

[employee comments goal]
ENJOYMENT OF THE JOB:

Take new projects or classes that will help grow one's skills and help find happiness in one's job

Stop gossiping and minimize one's time with people that one does not resonate with in order to create a pleasant working environment

[employee comments goal]
PERSONAL ACCOUNTABILITY:

Promote information across departments that will help educate other employees on performance expectation and how to meet the company goals

Provide the necessary information required to accomplish tasks and let other members of the team know when one does not have enough information about a certain task

[employee comments goal]
PERSUADING OTHERS:

Get to know where a person wants to be in the future and how badly he/she needs to get there in order to know how much effort is needed in persuading

Explain the benefits of one's own arguments and get the person one is persuading to support one's own views

[employee comments goal]
USING COMMON SENSE:

Think about the pros and cons of own actions in order to make the best possible decision

Try new social activities in order to meet new people and learn how to use common sense to deal with them

[employee comments goal]
WRITING REPORTS AND PROPOSALS:

Acknowledge cited works and learn how to use the appropriate referencing styles

Integrate primary data and secondary sources accurately, persuasively, and logically when writing reports and proposals

[employee comments goal]
ANALYTICAL SKILLS:

Put extra effort to search for the best sources of information

Employ technical tools to understand trends when analyzing complex and large volumes of data

[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:

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