Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a corporate claims examiner.
A corporate claims examiner is tasked with the primary responsibility of reviewing settled insurance claims to ensure that payments are made in the right manner following the stipulated policies. He/she reports any overpayment or underpayment given by the company to the insured and confers with the legal team on matters of litigation.
In addition, he/she can perform the following tasks: enter claim payments, reserves and new claims; resolves any complex issues that pertains to claims; maintain all claim records and files whether digital or hard copy; verify data before any claim payment is made to the insured and making any claim data accessible when needed.
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 |
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ORGANIZED WORKPLACE: Strive to manage time well to ensure all required deliverables are met. Be a good role model to other workmates when it comes to being organized in the work area. | [employee comments goal] |
NEGOTIATION SKILLS: Learn to maintain my composure in case a negotiation process gets out of hand or gets heated. Learn the art of compromising at some point to achieve a win-win solution that will benefit all parties involved. | [employee comments goal] |
ACCURACY: Improve the observation skills and to pay attention to the small details. Always to gather data and information in a correct and appropriate manner. | [employee comments goal] |
JUDGMENT SKILLS: Ask questions and gather more data than needed before solving a problem Protect oneself from stress through relaxation, exercise, diet, meditation or any other healthy lifestyle habits | [employee comments goal] |
MULTI-TASKING: Use tools and apps such as tangible reminders that help one to keep focused on the tasks at hand Assign complex tasks or projects for the time one is most productive such as early in the morning | [employee comments goal] |
STRATEGIC PLANNING: Conduct an exercise to list and agree on what the company does as well as what it does not do Monitor the progress of a strategic plan once it has been implemented in order to evaluate its effectiveness | [employee comments goal] |
EMPATHY: Open up ways for offering help and support to colleagues by telling them if they need anything they can ask Take time to imagine what might be going on in the other person's world and use that understanding to empathize with them | [employee comments goal] |
EVALUATING OTHERS: Remember that people are human beings and no one wants to feel humiliated by one's critique of their work Allow others to set their own goals and give feedback on regular basis in order to make them grow | [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] |
ANALYTICAL SKILLS: Show more willingness to learn how to work with numbers and figures and how to interpret mathematical information Encourage others to think out of the box when coming up with a solution to solve a problem | [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: |