Employee Self-Evaluation of Performance:
Job Title: Marketing Department
Date:
1. Please give a summary of job your responsibilities.
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.
You deserve a raise based on what you turned in!
I’m impressed!!
Cheers
We did something similar over the summer. I have to tell you…We appreciated the honesty many of the staff shared. Brutal honesty. Some we could fix, some we developed committees to address(give it back to the people kinda thing…and it worked) some well, some were just silly.
Yours is one we would love. Its honest, its reasonable and it just shows how invested you really are to come up with a wonderful, thought out survey!
I like it!
I’m impressed! I think they’ll be happy that you took the time to answer the questions thoroughly. Some people probably just flew through it, half ass answered the questions and that shows that they really don’t care. Well Done!!!
I think you did good. And the bosses rules made me laugh. The reminded me of my previous boss.
I loved your responses! The problem is – if your company is of any size at all- is that HR has put the raises on a “bell curve.” This means some get more some get less and some get in the middle. So, no matter how good a job you have been doing, you will probably end up in the middle. I think you deserve a raise if that counts for anything…
I’m so glad that I don’t have to fill out evaluations like that! You did a great job and it looks like you do a great job doing what you do, truly.
I’m really impressed at the things you do, the things you are able to keep up with and on and all I can say is WOW.
Thanks Meleah, I really do care and really do appreciate what you do here, there and everywhere.
Since my eyes are closing on me once again, I must submit to the sleep treatment I’ve been working on.
Wishing you very much peace, love and light today…and every day.
~ RS ~
Jimmy:
I wish YOU were my boss
Jodi:
Yeay. I done good! Thanks for the input
Chef Mom:
Well, since I was the FIRST person to hand mine in, I can say I really feel like I set the standard PRETTY HIGH for the others…HA! Glad you liked it!
Ingrid:
That Bosses Rules is unfortunately TRUE…but it is FUNNY.
Beth:
Im glad you liked my responses…however there is NO such things as an HR dept in this office. We have an ‘office manager’ and I use that term loosely…. we have no goals, we have no structure… this place is not what you can even really consider to be corporate, as much as my office would like to THINK they are… Oh I could GO ON for weeks and pages abut the realities of this office… but I digress.
RubyShooZ:
I never had to do one of these before and I hope I never have to do one of these again. Um, I’m glad it seems like I love what I do….since that could not BE any further from the truth.
Aww… Well I do love what I do HERE (in bloggsville). Sleep well.
OMG! Its an unbelievable review, I loved it.
You should get a hefty raise and a promotion! I just found out that my review this year will be emailed to me. The personal touch almost made me cry!
BFF:
Ha ha ha ! I guess I really kicked ass on this. This took me THREE days to construct.
MichaelC:
I think I deserve a HUGE raise too. I haven’t had my ‘review’ just yet. Im waiting around to get called upon. I think I’d rather have my ‘review’ emailed to me. I haven’t had very good luck with the closed door type meetings! “They” make me Sofa King nervous.
You should be the CEO of the company! 😉
Nessa:
HA HA HA HA HA…I dont want to work THAT hard…but wait, we dont even have a CEO. That means if I was the first and only CEO of this company, I could invent what the CEO duties should be. I m thinking blogging would have to be high priority on my list!
Ahh self-evaluations. Also known as “Giving you enough rope to hang me with.”
If I could add one more to Boss Rules. “Feel free to come and go as you please, you are nearing demigod status. But if my dental appointment goes over the scheduled hour, please confirm your displeasure in the form of sticky notes, email and oratory sessions in the hall to all that would listen.
SA
regardless of what they do or say,,, you gave plenty to be proud of… i am totally impressed not only in the evaluation itself,, but in the expert way in which it was written!!!!! face it … you rock!!!!!
You did well, my sweet. 🙂 You show a comprehensive grasp of the excellent job you are doing, and also your fluency in office speak. 🙂 BooYah!
Wow I’m impressed!
If I’m a boss, I would hire you based on what your wrote.
Ummm…you forgot the part about how you are not only able to expertly do #1-9…but also read/comment on about a zillion peoples blogs a day too?! 🙂 (Not to mention your OWN!)
You are one smart woman and deserve a big FAT RAISE (at least!)
HA! We were actually commenting on each others posts at the same time!
Oh Meleah…I have SOOOOO much to say on this….when I’m home from work. I’ll be back later.
RMH:
Yeah, this just MAY come in handy as a Resume one day.
OLGA:
Yeah right. I do ALL THAT at work…and I make the time to be ALL over the NET with my favorite bloggers. (and oh yeah, I still do the whole ‘be a mom thing’ too…No wonder why I never have energy to “go out” or on a “date”.)
HE HE HE… I love when I comment on someones blog at the same time they comment on mine.
Ricardo:
I can’t WAIT to hear what you have to say.
Great self-assessment! I am so envious because I can’t help but think of nothing but smart ass comments when asked those kinds of questions which is why I couldn’t even write my own resume.
I noticed your post was on the workplace so I stopped reading it after the first couple of sentences and did my post, then I came back here and finished reading it.
Many companies use these self evaluations to get the workers to think about these topics, and don’t actually use them for much of anything. They also have the intention of giving the employee a sense of being part of the advancement process. From a personnel perspective, it creates a documentation trail of the employee’s growth in the organization.
What you wrote is fine. Most people say they are doing fine and use these as opportunities to express issues they perceive or ask for more money. Unless you go to an extreme on these they won’t really help or hurt you, that’s not what they are for. They’re meant to start the communication, not be the communication.
I would recommend in general to never include anything about problems or salary increases on these. If you have a good idea about how to increase efficiency in your area, I would include that. Always assume though that no matter how good your idea is, someone else has already thought of it.
Also avoid saying or implying anything is beyond your control. When documenting your performance, don’t document mistakes or problems. Document the good stuff. Discuss your accomplishments on these and be specific about each in the first sentence of each paragraph and follow with detail. This allows your bosses to just skim the first sentence and see everything you’ve done, and read details about things they are interested in. When listing your accomplishments be sure to start and end with the biggest, lesser ones as you approach the middle. People tend to read the first and last parts and skip the middle.
I would give you a raise and a promotion – UNLESS I was in fear of you surpassing me in my position and taking over (which I think you are very capable of doing). You speak universally when you asked – will they really read this and why the heck am I investing so much time in it it cause they probably won’t listen – typical.
LOVE the rules for your boss – #2 is my huge pet peeve!
Meleah Rebeccah, I am totally impressed!!!! That is one heck of a job profile. I think you have worded your comments perfectly, staying very objective and honest. My feelings about appraisals are that they are supposed to be the written representation of your performance over the past 12 months, therefore it is vital that it reflects the true situation.
I unfortunately have to sit on the other side of the fence, having to appraise a number of employees. I usually end up being more anxious than my team do. I realise how important this is to the individuals concerned as it is their livelyhood that I am dealing with.
I agree with you, why keep exceeding expectations when all that happens is that you get the same reward as everybody else?
I wish you all the very best with your review and look forward to hearing all about it!
Take care my friend 🙂
Graham x
ps. If ever you decide to move to England, let me know. I’d hire you with out a doubt!!!!!!!!!
Jesus! You work your ass off! Here’s what my self-evaluation would say:
“I work hard. Give me more money!”
And if you think I’m kidding, you’re crazy, because that is EXACTLY what I would say!
AntiBarbie:
Well thats why THIS took 3 DAYS to complete. You should see all my ‘rough drafts’…
Barbara:
The list of jokes kills me. I would NEVER want to be ‘in charge’ or a manager of anything. I cant MANAGE MY HAIR….there is no way I could manage people!
Graham:
Thank you. That makes me feel a lot more confident about having handed THIS version in. Whew!
Oh Greggory
You talk like I work in a REAL office in corporate America.
And if I did…. I MOST certainly would have EMAILED a copy of my evaluation to YOU for editing, advice ect, and WAY before handing it in to a suit. Thanks for the tips!
Mimzie:
Yes. I do work my ass off.
I believe I had that very statement prior to one of the 85 re-writes !! 🙂
Dear God:
Thank you that I work for myself. Thank you that I don’t have to self-evaluate any more than looking at my bank account. Please bless Meleah as she scrutinizes herself and help feed the kids in China. Amen.
Stealthy:
You are a VERY lucky woman. I never want to do THIS again.
I think I need to get me one of those 1940’s-50’s husband types….yanno? The kind that used to say “No woman of mine will work.”
Yeah…. I’d be JUST FINE, blogging, liquored up, at home and cleaning all day.
Thanks!
SA:
LOL LOL LOL
I love the addition to the Bosses Rules you posted! Thank you.
Paisley:
Aww. Thank you honey. I searched long and hard in my brain for these ‘officey’ terms! 🙂 Glad I pulled it off!
* * * * * * * *LESLIE* * * * * * * * * * *:
(ha ha…you must have been signed in AS ME…since YOUR comment was written by “meleah” I fixed it (above))
I was WAITING ALL DAY to see what YOU thought of it! 🙂
Whew. I feel MUCH MUCH MUCH BETTER.
If I got a Boo-Yah from YOU… I know its good!
Dunder Mifflin, here you come!
SA
“Yeah…. I’d be JUST FINE, blogging, liquored up, at home and cleaning all day.”
HA! That’s ME! Except for the cleaning part…
WOW, I am so impressed. Extremely well-written. So thorough. I’d give you a raise straight away and a promotion. Your employers should be thanking their lucky stars. By the way, I love the Bosses Rules about never introducing your employees to anyone. There have been many times where I have felt like plankton or worse. Brilliant!
You Kill Me! (lol)
I wonder if employees would be honest if they sucked at something. I know I wouldn’t. Of course I don’t have that problem because I’m absolutely fantastic at everything I do … including self-promotion clearly. 🙂
You are the only one who can truly point out how invaluable you are to the company. It seems to me you may be uncomfortable, in part, due to the fact that it is so hard for most of us to openly admit our positive attributes. It’s so much easier to put ourselves down. I think you did a spectacular job of completing this. My guess is this is exactly what they were hoping for.
SA:
Ha ha ha
Olga:
Lucky Bitch! xxoo
Selma:
That is a HUGE compliment coming from such an extraordinary writer such as yourself.
Olly:
xxoo
Dan:
There are some people who will be too honest out of stupidity, there will be some bold faced lies…and so on and so on. I am just glad I finished my end of the review. Now…I wait. For their response. IF there will even BE a reply.
Terri:
The “put myself down” draft was written right after I wrote my “smart ass” draft. It was way too easy to rip into myself. I always see my shortcoming and NEVER my attributes. maybe THATS why this was so hard to write?
Thanks for ALL of the support. I just hope I get the same reactions from ‘The Powers That Be’…as I did from ya’ll.
LOL! Rebecca, I think you deserve a big R-A-I-S-E plus a B-O-N-U-S just for filling it out.
Management seems to get lazier and lazier nowadays.
Now I know who to call when I need to fill one of those out. Not that I get them often, being a stay-at-home mom and all. Still, my husband might surprise me and spring one on me. It’s good to know the proper way to complete the form. Thanks! ;o)
OK this was VERT hard to read. If I can compare it to something it would be like the videos you see of hostages who are forced to stand in front of the camera and tell the world that they are being treated well, they are getting fed, and no harm has come to them.
Now, putting on my corporate goon hat, I must say that you have mastered the lingo to sheer perfection!! This is exactly the stuff they want to hear. But here is the rub, they have already made up their minds over what they think about you and sometimes these exercises are totally meaningless. Do they offer value? In a way, yes. They can give you an idea of whether or not you and your boss are on the same page about you and if you are then it’s great. If you aren’t, then what can you do? Disagree? That’ll get you killed. I also hate how they keep issues they have with you under wraps UNTIL this time of year. I don’t know about you but I’ve been taken by surprise once or twice.
I also see that you have some good ideas to make things better. But I notice, the better the idea, the less chance it has of taking off. Why? Because they’re stupid and don’t know a good thing when they see it or are trying to mask their fear of being one upped.
I see a very competent employee here but one who can’t really be herself. A phoenix unable to spread her wings.
Ooops I meant VERY hard to read. You did a wonderful job but I know this is not the real you. I commend you for fighting the good fight.
one last thing, I’m very annoyed at my job right now and burnt out so if anything sounds too mean or evil, it’s not meant to be. I just hate all this corporate BS. This gave me flashbacks hence my commenting rampage.
Sharon:
Thank You! I think so too! ha ha ha.
(ps…my name is Meleah my middle name is Rebeccah!)
Avery:
I envy your stay-at-home-mom position VERY much. But if you ever DO have to fill one of these nightmares out, Ill be happy to help.
Ricardo:
I know NOTHING will come of this. Like I said in the post, I doubt I will even get a RAISE at all.
“They” have an ‘issue” with my “attendance”.
Like I have CONTROL over my Crohn’s attacks? Or the fact that I no longer have a functioning immune system. [who the hell knew I would get sick with THIS?Or have to miss THIS much work.] And I have worked FROM home when I have been too sick to make it to the office….and I have never received compensation for that time.
But…I had to do the best job I could do for this assignment. Weather or not it means anything to anyone else, I can walk away feeling like I did a good job.
Hey, who knows….some of THIS evaluation may just be used for a RESUME. I guess I will have to wait and see what comes in January.
You did a wonderful job! I just knew you were overworked… they don’t deserve you. I LOVE your Mom’s email 🙂
Dawn:
I loved the email too…it was soo fitting when she sent it to me the very day I wrote this post.
Yanno what? You are right! My office DOESN’T deserve me! xxoo
Ah yes, attendance. You do not have control over that very serious condition and I would not go into work if I had an attack. But you know what they will say? “so and so lost lis arms and legs in a propane tank explosion and came into work later that day” or “so and so had a brain tumor and came in as soon as they completed his brain surgery and he had no problems.”.
They always have a story of someone who has it worse and came in to fight for the good of the company. It’s total crap!
Yep. It is all CRAP.
I do have the fact that I am protected by the ADA (however I would HATE to ‘go there’.)
I know I did a good job. The end.
YES! You did! Keep that in mind no matter what they tell you. Good luck with this process.
Good job. I would have wrote the same thing. Most bosses won’t even read it though. I never had much faith in management.
I hate when I do that – go in and fix blawg issues for you then forget to hit “log out”. der.
Ricardo:
🙂
Hammer:
As far as I know NO ONE has read it yet. I don’t know if THEY ever will. I have NO faith.
Leslie:
Tis okay. I know its accidental. It’s even comical to me! 🙂