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

A casualty claims representative works for insurance companies, and they are obligated with the primary responsibility of investigating claims by customers who have suffered personal injury or damage to vehicles and other properties covered by the insurance. He/she evaluates the damage done and calculates the amount of compensation the customer has to be paid.

Besides that, they also get to handle the following related tasks; ensuring that all claims are genuine, track, record and follow up on any fraudulent claim actions, maintain claim files, prepare claim reports for data processing and subsequent presentation and report any claim irregularities that might occur.

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.

Constantly maintain an organized mindset at the workplace to achieve good results.

[employee comments goal]

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]

Share one's knowledge and skills with colleagues and devise simple solutions to help them achieve their goals or perform tasks

Get a mentor, who has been doing what one is currently doing or has been through what one is experiencing, to offer advice and career coaching

[employee comments goal]

Explain what results one expects to see and in what form the results should be presented

Delegate the entire task to one employee in order to increase his/her motivation and avoid ambiguity in accountability

[employee comments goal]

Acknowledge the value of going through the strategic planning process and support implementation of the already completed strategic plan

Analyze the company's competitive advantages and reflect on how one can use these to drive sales of the company's products and services

[employee comments goal]

Open up ways for offering help and support to colleagues by telling them if they need anything they can ask

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]

Be honest and polite when evaluating others and give credit to those who deserve it

Allow others to set their own goals and give feedback on regular basis in order to make them grow

[employee comments goal]

Think about the pros and cons of own actions in order to make the best possible decision

Take the time to learn and understand others before one decides what one thinks about someone

[employee comments goal]

Provide all participants with an agenda way before the scheduled day of a meeting

Assign clear roles to all participants and put extra effort in making notes during a meeting

[employee comments goal]

Learn how to connect with the target audience when writing reports and proposals

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

[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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