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

A claims representative is mandated to examine claims and obtain sound facts to assess loss, liability, and coverage. He/she works with all the involved individuals to come up with a comprehensive report about the claim.

He /she is also responsible for documenting the claim investigation activities accurately and in the right time. In addition, they carry out negotiations with the claimant to arrive at an appropriate settlement. Other duties include taking care of the legal and medical aspects of the process. They also communicate timely with the company and the insured persons. Finally, the representative follows up on the customer after the claim has been covered.

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


Strive to follow proper channels in solving work related issues.

Be a good role model to other workmates when it comes to being organized in the work area.

[employee comments goal]

Strive to learn new tact of handling and closing negotiation process.

Show great commitment towards achieving acceptable and beneficial agreements after negotiating.

[employee comments goal]

Set aside time at the end of the day, maybe once a month to talk about safety rules and general working environment with the employees

Make sure to maintain and repair equipment on regular basis regardless of the company's financial status

[employee comments goal]

Learn to use active listening skills and body language to show understanding of what the other person is saying

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

[employee comments goal]

Take a short break between projects in order to keep one's brain sharp and willing to focus on the smaller details

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]

Remember that people are human beings and no one wants to feel humiliated by one's critique of their work

Share with people how one will assess performance so that they don't get surprised at the end of the review period

[employee comments goal]

Set goals that are realistic and exciting in order to feel motivated to achieve them

Take responsibility for own actions and refrain from making excuses or blaming others when one fails to meet own goals

[employee comments goal]

Learn how to classify information and structure reports and proposals in an appropriate format

Employ proofreading and editing techniques to improve accuracy when writing reports and proposals

[employee comments goal]

Put extra effort to search for the best sources of information

Learn more about reliable data collection techniques and make an effort to collect the right information

[employee comments goal]

Demonstrate more willingness to know how a product addresses the needs of a client

Put enough effort to know the procedures and policies that guide products and services

[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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