Onboarding plan
Claims Adjuster Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new claims adjuster from first day to full productivity.
Claims Adjuster onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: State adjuster license, Xactimate certification (as applicable)
- Prepare equipment and access: xactimate or similar estimating software; claims management systems; ladders and measuring tools; moisture meters
- Assign a buddy or preceptor
- Enroll the new hire in Claims Adjuster training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Use ladder safety and fall protection on roofs
- Watch for structural, electrical and mold hazards
- Drive safely between inspections
- Follow safety plans in disaster areas
- Shadow an experienced claims adjuster through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: inspect a roof for hail damage
- Supervised practice: write a property damage estimate
- Supervised practice: explain a claim decision to a policyholder
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Review insurance policies and coverage: independently
- Inspect property or vehicle damage: independently
- Interview claimants, witnesses and experts: independently
- Estimate repair or replacement costs: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, State adjuster license)
- Discuss the career path: Claims Trainee → Claims Adjuster → Senior or Complex Claims Adjuster
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Inspect a Roof for Hail Damage | |||
| Write a Property Damage Estimate | |||
| Explain a Claim Decision to a Policyholder | |||
| Policy interpretation | |||
| Damage estimating | |||
| Xactimate | |||
| Investigation and interviewing |
How to measure onboarding success
- Time to independent work
- Error or rework rate
- Internal customer satisfaction
- 90-day retention
How Claims Adjuster training maps to this plan
- Introduction to the Claims Adjuster Role
- A Day on the Job
- Essential Claims Adjuster Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Claims Adjuster Career
- Final Knowledge Check