Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for a commercial insurance sales manager.
A commercial insurance sales manager is responsible for analyzing several variables such as mortality and retirement rates to predict risks and liability. He/she assesses market potential and determines prices schedules. He or she leads, manages and trains the sales teams within the company. Furthermore, he/she will get to formulate sales strategies for different products.
In addition, he/she will be called upon to do other roles like lead sale operations of the company; determine insurance sales discounts and premiums; develop sales quotas; minimizes company risks; conduct insurance market research; develop business strategies and goals; file reports of insurance quotes and analyze statistical data.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
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. Be a good role model to other workmates when it comes to being organized in the work area. | [employee comments goal] |
| NEGOTIATION SKILLS: Show willingness to take more charge of negotiations and to direct it in a way that it should go. Practice active listening during the negotiation process to understand what the other party is trying to put across. | [employee comments goal] |
| MULTI-TASKING: Decide on a distinct set of tasks that one needs to accomplish and stick to them, and put additional related tasks on a new list for next time Give each task a specific deadline or short amount of time in order to remain focused | [employee comments goal] |
| TEAM BUILDING: Understand the company's expectations, their requirements, their need and their mode of operations Comprehend the goals with their relevance to the business and work to deliver the expectations | [employee comments goal] |
| MANAGEMENT SKILLS: Understand what leadership and management means as well as their concept Discover new leadership styles that develop and support your team | [employee comments goal] |
| PROBLEM/SITUATION ANALYSIS: Get as much information as one can about the situation at hand and the options available to solve it Talk with people who are experts in solving problems or those who are attached to the situation at hand and try to get a solution to the problem | [employee comments goal] |
| MANAGING DETAILS: Show concern for all areas of the work provided and follow up on work outputs 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] |
| PROJECT MANAGEMENT: Take corrective actions and verify project standards in order to ensure that the project delivers total client satisfaction Know the team's strengths and weaknesses and encourage the members to support and complement each other | [employee comments goal] |
| KNOWLEDGE MANAGEMENT: Work with colleagues to keep team knowledge updated and put in place effective mechanisms for being alerted on new knowledge Check the experience and knowledge of others before starting new tasks | [employee comments goal] |
| WRITING REPORTS AND PROPOSALS: 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] |
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: |