Yearly Review

On Thursday, I had my yearly review with my unit leader. Of course, my review wasn’t based on a full calendar year, but from 3/26/2013 to 12/31/2012.

The review was made up of objective goals, like closing ratio and quality review scores. Most every insurance company I’ve worked at looks for a 100% closing ratio. For every new file you get, you need to close a file. Since I was a new employee, we knew I wouldn’t meet this number. I got a lot of bulk transferred files, and it was a few months before I started getting new files.

My quality audits were around 96%. If I remember, the goal is 92%. I won’t bore you with all the details and numbers, but that portion of the review went fine. I met my goal of attending at least one local mediation and/or trial (I went to three mediations), and I met my goal to pass at least one CPCU exam (I passed two).

I think, the most exciting thing about this review, was my manager’s enthusiasm and attitude, and his willingness to help me develop and grow. He said, “I’m perfectly fine if you want to stay in my unit, but my goal is to help you develop skills so that if there is a position you want to post for, you are able to do so.”

He also told me that I am thriving in my current role and a very good fit. I guess I’ve been at other places that were so tough on their employees, that it’s nice to hear some good feedback.

We discussed future goals, and whether I’d like to take a path towards management or towards developing my technical skills. I’ve been thinking about that for the past few weeks, and I decided it would be best for me to develop my technical skills. I look around at all these younger reps around me, and they are so much more advanced than I was at their age. I blame that on a few things, some external, some internal. I hit a period in my career where insurance companies were merging and closing, and I got tossed to and fro. At that point, it became about maintaining employment, not developing my career. I spent quite a few years being stagnant, because I was afraid of the next layoff.

Not this time. I have a manager who is willing to help me and I will take full advantage. I can’t go back and change those former years, I can only control what happens from this day forward. We’re going to come up with a formal plan and objectives in the next few weeks. We talked about shadowing more senior reps, which I think I would love. I have gone to reps in our office to ask questions, and the amount of knowledge these ladies have in their heads is mind blowing. They can rattle off statutes and case law with the greatest of ease. I love it. And that’s why I chose a “technical knowledge” path rather than the “management” path, for now.

I’m looking forward to what this next year has to bring.


4 thoughts on “Yearly Review

  1. Great job! I want to learn every single audit there is to know for my division. The problem I am facing is that I am too good at my job. They aren’t even looking to help me expand. I am only missing a couple pieces. Sigh. Great you have a great manager that wants to help you grow.

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