Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a home office claim specialist.
A home office claim specialist is tasked with the primary role of obtaining information from the insured person for the purpose of payment. He/she is also tasked with applying insurance rating systems and calculating amount of claims and paying of the smaller claims to the insured. Also they ensure claims irregularities are identified and resolved.
In addition to the primary role, he/she is tasked with undertaking the following roles: reviewing the insurance policy to establish coverage; transmit claims for payments or further investigation, prepare and review insurance claims form and any other related documents and contact the insured person in regards to any outstanding claim issue.
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: Develop a ?to do list? plan that will be a guide in carrying out work related tasks. Constantly maintain an organized mindset at the workplace to achieve good results. | [employee comments goal] |
| NEGOTIATION SKILLS: Learn to maintain my composure in case a negotiation process gets out of hand or gets heated. Come up with solid solutions and help other people understand my views in a clear manner. | [employee comments goal] |
| INTERPERSONAL SKILLS: Always aim to develop and maintain strong and positive relationships with other people. To always asks effective and open-ended questions to get to information that is more detailed on issues not well understood. | [employee comments goal] |
| EMPATHY: Look for ways to create connections with colleagues, avoid keeping distance and show willingness to participate in their activities Learn to treat people as being important and take them as they come and mostly be sensitive when handling their flaws and strengths | [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] |
| ENJOYMENT OF THE JOB: Look for opportunities to change up one's routine at work in order to keep things fresh and feel more fun Look at the bigger picture and stop focusing on minor issues at work such as making a mistake | [employee comments goal] |
| SELF-DISCIPLINE AND SENSE OF DUTY: Put some rewards and penalties in place in order to direct own actions, behavior, and choices Prioritize tasks and activities in order to know what is important and how one needs to structure own work schedule | [employee comments goal] |
| USING COMMON SENSE: Lead by example; show others how to be open, thoughtful, and nonjudgmental in all situations Take the time to learn and understand others before one decides what one thinks about someone | [employee comments goal] |
| MEETING MANAGEMENT: Put extra effort in following up on all meetings and documenting all the responsibilities and tasks delegated to participants Assign clear roles to all participants and put extra effort in making notes during a meeting | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: Show willingness to learn how to prepare reports and proposals that persuade and provide information Employ proofreading and editing techniques to improve accuracy when writing reports and proposals | [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: |