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Insurance

Legal & Compliance

An organization protected against financial loss by cover that fits its actual risks

Accountabilities

Keeping a register of all policies (cover, insurer, premium, renewal date), with policy documents in Cloud Storage
Reviewing cover against the organization's risks yearly, and when activities change (new country, events, growth)
Getting quotes and arranging new or changed policies through the Insurance Broker
Tracking renewal and cancellation deadlines
Filing claims and following them through to settlement

Domains

What this role decides on its own.

Buying, changing and cancelling the organization's insurance policies

Adopt this role

Copy it into your own handbook, or assign it to someone in Moral Fabric and keep it up to date automatically.

Used by 4 organisations we support

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