Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a claims supervisor.
A claims supervisor is tasked with the primary responsibility of supervising the claims representatives and ensuring that the claims are reported accurately. He/she reviews the analysis of the liability of the insurance company done by the claims representatives as well as negotiating with clients for out-of-court settlements.
Besides that, he/she is also tasked with overseeing the investigation of insurance claims, negotiates claims and approves payment, ensures claim forms are complete and accurate and gets missing information from clients. He/she also attends court hearings on issues to do with claims processing and management, determines client coverage by reviewing insurance policy and claim file, investigates claims 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: Show enough willingness to keep the personal workspace clean and tidy. Handle work by first handing the highly important tasks to minimize confusion | [employee comments goal] |
| ACCURACY: Not to overwork which may end up compromising the quality of work. Work and deliver good content or results without being monitored. | [employee comments goal] |
| JUDGMENT SKILLS: Constantly remind oneself of times when own judgment served them well in order to fuel confidence in the ability to trust oneself Examine in detail the opposite option that most experts are recommending as that could be the next big thing | [employee comments goal] |
| KNOWLEDGE OF JOB: Embrace teamwork and delegate responsibility to individuals in order to make them accountable for execution Set challenging goals for one's area of responsibility in relation to the available business opportunities and work hard to achieve them | [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 Learn to talk to new employees at or strangers outside of work in order to learn something new and understand a little about another person's world | [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 Keep project details into perspective and be ready to get down to a microscopic level if needed | [employee comments goal] |
| EVALUATING OTHERS: Be precise and specific in the feedback one provides and be assertive when giving negative feedback Avoid repeating a point once one has made it as one would sound nagging to the other person | [employee comments goal] |
| USING COMMON SENSE: Take the time to reflect on every new experience and think about what went right and what didn't Try new social activities in order to meet new people and learn how to use common sense to deal with them | [employee comments goal] |
| QUALITY OF WORK: Set clearly defined and achievable goals in order to stay motivated to accomplish them and meet quality standards Allow enough time for tasks or projects in order to avoid feeling overloaded and increasing chances of errors | [employee comments goal] |
| ANALYTICAL SKILLS: 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] |
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: |