Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a claims manager.
A claims manager is responsible for leading and overseeing all the other claim professionals under him/her. He/she ensures that they conduct the claim investigation and processing procedures as articulated by the insurance company's policy.
Other duties include ensuring the process of claim investigation has been conducted diligently. They also maintain the insurance files of the claimants, reviews them, and follows up to know if they have been processed in real time. He/she also delegates duties to various professionals within the claims department such as claims representative and claims specialist among others. Lastly, they are mandated to liaise with the legal counsel to ease the litigation process if need be.
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 |
|---|---|
| ORGANIZED WORKPLACE: Strive to follow proper channels in solving work related issues. Constantly maintain an organized mindset at the workplace to achieve good results. | [employee comments goal] |
| NEGOTIATION SKILLS: Strive to articulate my ideas and opinions in a clear and non-confrontational manner. Strive to raise or ask relevant questions that will be of benefit to the negotiation process. | [employee comments goal] |
| TEAM BUILDING: Always works for that which profits the business and develops the employees Understand the need to work as a team and the part each player ought to play | [employee comments goal] |
| MANAGEMENT CONTROL: Demonstrate a high bar for ethical behavior in the workplace that everyone should follow Be wise to plan for the future using both short and long term planning | [employee comments goal] |
| EMPATHY: Learn to open up about oneself a bit and show some vulnerability and human feeling when having conversations with colleagues to help relationships blossom Volunteer in different community activities in order to understand the needs of people and offer help where appropriate | [employee comments goal] |
| ATTENTION TO DETAIL: Keep track of appointments, projects, and tasks that need to be accomplished so that one is not surprised when it's time to turn them in Always read and understand a project's needs and ask for clarification in areas that are not understood before working on it | [employee comments goal] |
| EVALUATING OTHERS: Be honest and polite when evaluating others and give credit to those who deserve it Give one's personal opinion in a direct and friendly manner that does not threaten the other person | [employee comments goal] |
| GOAL AND OBJECTIVE SETTING: Develop concise objectives so that one can exactly know what needs to be done in order to accomplish own goals Set consistent goals for team members with the same responsibilities and refrain from framing goals as a competition among team members | [employee comments goal] |
| MANAGING DETAILS: Learn to identify gaps in any information provided and look for logical sequence in the information Develop a high but possible personal and professional standard in order to meet the standards of other employees, customers, and the company at large | [employee comments goal] |
| ANALYTICAL SKILLS: Show more willingness to learn how to work with numbers and figures and how to interpret mathematical information Show more willingness to learn how to use critical thinking skills when evaluating information | [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: |