Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a senior claim specialist.
A senior claim specialist determines insurance coverage and seeks to examine and resolve claims from the insured persons. He/she is also tasked with maintaining high-quality customer service and ensuring full legal compliance of all matter about claims as well as inspecting loss sites to estimate and evaluate damages appropriately.
He/she can also get to perform the following duties: determine the correct insurance coverage as per the provisions of the insurance policy, prepare claim reports through data collection and analysis, maintain high confidentiality of all claims operations, contact the insured promptly after analyzing first reports, evaluate the language of the contract and identify issues associated with coverage as well as conduct regular follow-ups on all claim payments unpaid or filed.
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: Be conscious of keeping the work related items in an organized way to allow for easy access. Strive to learn new techniques and skills that will help improve an organized workplace area. | [employee comments goal] |
| NEGOTIATION SKILLS: Prepare well before any negotiation process to have concrete facts and figures that will help close deals. Come up with solid solutions and help other people understand my views in a clear manner. | [employee comments goal] |
| MULTI-TASKING: Create time for the most important task of the day before one sits down to multi-task Give each task a specific deadline or short amount of time in order to remain focused | [employee comments goal] |
| MANAGING AT TEAM: Build employees' self-esteem through rewards and recognition or by giving them new responsibilities in order to increase their investment in the company Create a vivid and compelling vision of the future that motivates all employees to want to achieve it | [employee comments goal] |
| TEAM BUILDING: Always works for that which profits the business and develops the employees Comprehend the goals with their relevance to the business and work to deliver the expectations | [employee comments goal] |
| EMPATHY: Open up ways for offering help and support to colleagues by telling them if they need anything they can ask 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] |
| ENJOYMENT OF THE JOB: Make new friends at work every day and try to develop good working relationships with people that one works with most often Develop simple daily rituals to add to one's workday; have something to look forward to doing every day in order to improve one's feelings about own job | [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 Share with people how one will assess performance so that they don't get surprised at the end of the review period | [employee comments goal] |
| MANAGING DETAILS: Learn to identify gaps in any information provided and look for logical sequence in the information Clearly communicate to other employees when they are not meeting the expected results and encourage them to propose ideas to increase performance | [employee comments goal] |
| ANALYTICAL SKILLS: Put extra effort in learning how to work with graphical information and graphical software Learn memory and brain training from courses, books and other reliable sources to improve and boost memory | [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: |