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An Employee Self Evaluation.

Yeah, yeah, yeah. I know. I am not ‘supposed’ to write about work. But ya’ll know how I feel about ‘rules.’

As the office annual reviews are rapidly approaching, raises are taken into consideration and goals are set for the upcoming year, for the first time in my employment history, I have been asked to complete my own employee evaluation.

While I think instituting standard ‘Employee Self Evaluations’ are sometimes necessary, and could even be useful if implicated properly, I am afraid the amount of time and effort I placed in answering these questions, will merely fall to the wayside.

I am not even sure why I worked so hard on my responses. It’s not as if ‘The Powers That Be’ will suddenly appreciate what I do. Nor will they recognize my absolute greatness and reward me with cash. Shit. I doubt they will even take my answers seriously, or give me the well deserved R-A-I-S-E I am more than entitled to.

Anyway. That’s not the point. Since I worked so hard on filling out my ‘Employee Self Evaluation’ I wanted to share it with you.

(I have deleted any words, phrases or things that would specifically identify my office, or any of the insurance carriers I work with. As per the meeting / conversation that took place behind closed doors about two years ago).

And now, here is : My Personal ‘Employee Self Evaluation’.

Employee Self-Evaluation of Performance:

Name of Employee: Meleah Rebeccah Hawthorne
Job Title: Marketing Department
Date:
November 28, 2007

1. Please give a summary of job your responsibilities.

My job responsibilities include:

1. Extensive knowledge of company appetites and online rating systems.

2. The ability to properly assess risks when marketing new business or remarketing accounts.

3. Quoting, pricing, binding, and issuing multiple line accounts.

4. Setting up the accounts in our Agency Management System for various lines of business as needed for insurance coverage then issuing the binders, certificates, and Auto ID cards for the insured’s.

5. Developing and maintaining successful relationships with our insurance carriers.

6. I am responsible for scheduling (and attending) insurance company office visits to discuss future business opportunities and to stay abreast of any changes in carrier guidelines.

*I personally handle 6-8 out of the 12-14 producers.

*I am also frequently called upon to bind & issue new business accounts & remarket accounts for the CSR’s.

*On several occasions, over this past year, I have been asked to lend my expertise to XXXX as well.

My duties also include following-up and obtaining the necessary information from the producers and / or CSR’s as needed by the insurance carriers. Additional duties include renegotiating premiums, if necessary, in order to achieve account retention.

2. How do you feel about your performance as an employee over the last year? (For example: attitude, motivation, initiative, quality of work, timelessness, productivity, supervisory requirements.)

I would rate my current job performance as superior relative to the current soft market conditions. The number of producers for which I am responsible is indicative of the Agency’s principals’ satisfaction with my job performance.

3. What kinds of skills have you needed to fulfill your responsibilities over this past year? (For example: organizational, interpersonal, written & verbal communications, problem-solving skills.)

I have demonstrated superior abilities relative to the following competencies:

1. Organizational:

I execute strong multi-tasking skills. I have quoted and marketed, on the average, approximately 60 risks per month, including multi line accounts, though hands on, self imputing, of the risk information into the online company rating systems, scanning and emailing larger submissions, as well as following up with the producers and the underwriters for all 17 of our insurance carriers.

2. Communications:

I am extremely proficient in communications both written and verbal. My position requires me to be in constant contact with carriers, underwriters, and producers for quotes and follow up information. I use both the phone and email systems to my full capacity as a liaison.

3. Interpersonal, and problem-solving skills:

My job in the Marketing Dept requires me to interact with all types of company and agency personnel. I have demonstrated an overall high rating in these skills as evidenced by my good relations.

Indeed, because of my good relations with the carriers, I have been asked on a few occasions by the Agency principal to make contacts with the underwriters, with various companies, to obtain account information. I have been able to get carriers to quote risks with little to no information, as well as acquiring the appropriate pricing.

4. What have you accomplished over the last year? (For example: personal or corporate goals met, tasks accomplished, or anything you feel most proud of.)

1. I have completed the CEU courses necessary to remained licensed.

2. I have personally placed / written 163 new business accounts, for a total of 1.2 mm in premium. I have individually worked on over 350+ submissions from January 07 to Present date. (That number does not reflect the re-marketing / retaining of accounts which is where my attention was heavily required this year.)

3. I have assisted in educating the rest of the Marketing Department with respects to computer skills, IE: some of the insurance carrier rating systems.

4. I have been an Agency representative for several company functions.

5. My dedication, hard work, and devotion to writing new business and retaining accounts.

6. I think outside of the box when it is necessary to be creative in placing particular risks.

7. My willingness to assist co-workers in any way possible.

5. What would you like to accomplish over the next year? (For example: performance improvements, tasks, goals, new skills.)

If the Agency had a tuition reimbursement program, I would like to go back to go back to college to take additional courses to further improve my education.

6. What other skills or experience do you have that you would like to be using in this job?

My competencies include a solid working knowledge for both MACOSX and Microsoft operating systems such as: Adobe Reader, Outlook, Office Word, Excel, and PowerPoint.

7. What would help you better carry out your work responsibilities? (For example: relationship skills, continuing education, particular tools.)

I would recommend a training program be instituted for the producers to educate them on how to use our agency management system, and the need to develop upfront, comprehensive account information which would eliminate the need for the Marketing Dept to constantly follow-up on inquiries. Complete submissions, including loss runs, would result in quicker turn-a-round quotes.

8. How would you evaluate your overall performance over the last year? (For example: unsatisfactory, constantly superior, or, perfectly adequate with room for improvement.)

While there is always room for improvement, and faced with circumstances far beyond my control, my overall performance this last year has been high quality.

9. Any additional comments.

While I strongly support the use of evaluations, goal setting; measurement of competencies; etc., as a way of measuring job performance, our Agency needs to set written, specific, and measurable goals which are realistic and achievable, and applicable to EVERYONE.

Every employee’s work performance should then be gauged against the success or failure of meeting these goals.

Finally, successful attainment of the goals would be translated in the form of rewards: raises. (As I’m sure you will agree, why try to exceed standards if everyone is rewarded the same, or worse, not rewarded at all).

In closing I have learned a lot over the last year and it has been a pleasure to be a part of such a winning team.

The End.

Yep. That’s what I handed in.

Ya think it was good? Bad? Yes? No?

I have no absolutely NO idea how my bosses and managers will react to this, if they react at all.

I also have NO IDEA why I am nervous. (Well I do, but that is another post for another day).

Before I come round to read your blogs, my mother sent me an EMAIL (I don’t know who wrote this) but it’s the PREFECT ending to this post (especially #4 & #13)

    BOSSES RULES:

    1. Never give me work in the morning. Always wait until 4:00 and then bring it to me. The challenge of a deadline is refreshing.

    2. If it’s really a rush job, run in and interrupt me every 10 minutes to inquire how it’s going. That helps. Or even better, hover behind me, advising me at every keystroke.

    3. Always leave without telling anyone where you’re going. It gives me a chance to be creative when someone asks where you are.

    4. If my arms are full of papers, boxes, books, or supplies, don’t open the door for me. I need to learn how to function as a paraplegic and opening doors with no arms is good training in case I should ever be injured and lose all use of my limbs.

    5. If you give me more than one job to do, don’t tell me which is priority. I am psychic.

    6. Do your best to keep me late. I adore this office and really have nowhere to go or anything to do. I have no life beyond work.

    7. If a job I do pleases you, keep it a secret. If that gets out, it could mean a promotion.

    8. If you don’t like my work, tell everyone. I like my name to be popular in conversations. I was born to be whipped.

    9. If you have special instructions for a job, don’t write them down. In fact, save them until the job is almost done. No use confusing me with useful information.

    10. Never introduce me to the people you’re with. I have no right to know anything. In the corporate food chain, I am plankton. When you refer to them later, my shrewd deductions will identify them.

    11. Be nice to me only when the job I’m doing for you could really change your life and send you straight to managers’ hell.

    12. Tell me all your little problems. No one else has any and it’s nice to know someone is less fortunate. I especially like the story about having to pay so much taxes on the bonus check you received for being such a good manager.

    13. Wait until my yearly review and THEN tell me what my goals SHOULD have been. Give me a mediocre performance rating with a cost of living increase. I’m not here for the money anyway.

    If you liked my post, feel free to subscribe to my rss feeds

    • http://hiding-n-public.blogspot.com/ someGirl

      I want to set managements hair on fire. The End.

      On a lighter note, your self evaluation was great. Be proud woman! Of course you’re now (along with HollyGL & Laurie Ann) on my “beneficiaries” list when I win the lottery, right??

      (PS: GREG makes me nervous…and self-consciously idiotic. I’m gonna go read the entire Encyclopedia Britannica now….)

    • Meleah

      SomeGirl:

      Management makes me want to light my OWN hair on fire.

      Yes please put me on the beneficiary list when you win the lottery.

      Greg ALWAYS makes me nervous. I constantly have to LOOK UP words in his posts and comments. BUT…he is a GREAT guy once you get to know him. I know he seems intimidating, but he’s just a dood. and a nice dood. He also gives really great advice. Sometimes its hard to swallow advice, but great advice nonetheless…..one last thing, he is VERY difficult to ARGUE with.

    • http://kellementology.com kellypea

      They will TOTALLY read it because you wrote so much. Really. Do you actually think anyone else did? Since I was a boss (Um, yes, that would mean management, so shoot me, okay?), I know it’s a dead give away. They’ll read EVERY. Single. Word. And then they’ll ask to speak to you. They will. I know it.

      Hell, I’ll give you a raise, meleah, just because there’s always a party going on here. It’s amazing.

      And the email your mom sent is completely hilarious.

    • http://caffeinatedmusingsfromthedesktop.blogspot.com/ Mike

      If you do half the shit you listed in that post, you definitely deserve to be compensated for it properly!!! HOLY SHIT!!! Here’s an honest question, though….do you like that job???

    • Meleah

      Kellypea:

      As far as I know, only a few other people have even finished / handed them in. I have NO IDEA what anyone else wrote. I will let ya’ll know when / if “they” ever read this evaluation and what if anything comes of this.

      I wish you were my boss Kelly. Im all about getting a raise for having a party on my blog.

      I loved that email from my mom too.

      Mike:

      I do EVERY SINGLE THING I wrote about.

      Every. Single. Task. All. Day. Every Day. Monday – Friday.

      Do I like my job?

      I used to like my job. When I started I was very proud of what I did and how hard I worked. Now…not so much. There is no goal to work for, there is no chance for promotion or advancement within the company.

      I would REALLY like to make MORE money (after being there for 5 years, I can honestly say I have paid my dues 10 fold) ….and then maybe I’d like my job again…

    • http://caffeinatedmusingsfromthedesktop.blogspot.com/ Mike

      Within five years it’s reasonable to say that you might be in a different place in your life, mebbe a job hunt is in order???

    • Meleah

      Toad-ily.

    • http://truenito.blogspot.com Rogelio

      Wow, impressive review. I turned in my self-eval late Dec 07, it was my fourth where I am at now. It’d be probably interesting to post it in a public forum but that is a guaranteed escort to the building’s lobby while my badge is confiscated. I have tried aim high and low and in-between approaches in my self-evals and all have returned the same boilerplate results – harsh cold reality of the corporate ensemble. Next year I am going for the 13 Boss rules approach… will see how far that flies.

    • Meleah

      Rogelio:

      yeah I was worried about posting mine….so I removed all the names places and companies I deal with. Cant get in trouble for that!

      Good luck with the ’13 Boss rules approach’ :)

    • http://www.valeriemorrison.net/blog natural

      thanks, i’m using this should i ever need it. consider it bookmarked, copied stolen, plagerized, lifted. if i had to review myself i would just freaking quit.

    • Meleah

      Valerie:
      …..”consider it bookmarked, copied stolen, plagerized, lifted”…

      HA HA HA HA HA HA

    • http://www.jenweaverphotography.blogspot.com **Rinaldi**

      WOW and I thought I had it bad when writing my goals and objectives each year….

    • Meleah

      Now you can see why I hate my job!!

    • Bob

      Just a couple of ideas from the other side of the fence. I own a small software company, and we look at reviews and raises as separate issues. We do regular reviews weekly and quarterly. They are meant as a way to keep workers and managers in synch. If everyone is doing thier job, a review shouldn’t surprise anyone.

      Raises, on the other hand, are not dictated by the calendar. You get a raise when you can show me that you are worth more in the market and to the business than you were the last time you got a raise. It could be once a year. It could be three times in a quarter. Depends upon what you do and what the market does. On the other hand, you don’t get a raise just for having survived not getting fired for a year. Doing one’s job is not good enough to qualify for a raise. Doing one’s job is what keeps you from getting fired. I know it sounds harsh, but it is a reality of business.

      Also, I know it is hard to do, because most of us like to equate who we ARE with what we DO, and money seems to be the way what we DO is evaluated, so we tend to think that what we are paid is a reflection of who we ARE. Not true. What you get paid is a delicate balance between what you can get somewhere else and what your current employer is willing to pay to keep you around. That is it.

    • Jim

      Self evaluations are nothing more than a way for supervisors to be lazy. No one at a company gives a rat’s @ss what you have to say. They want to hear what they want to hear. If you deviate from praising the boss and company, you are marked as a troublemaker.

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    • http://mommamiameaculpa.com meleahrebeccah

      “Delete”

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