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

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

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

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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