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Risk Manager workflow catalog

a professional who protects a company from loss by managing insurance coverage, incident reporting and claims with carriers

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53
workflows in this catalog
2
industriesConstruction 25 · Property Management 28
2
areas of workLargest: Risk, Insurance & Compliance (28)
38k
hrs/yr across these workflowsPlanning estimates from the Process Atlas

Risk Manager

Industry
Area

53 workflows

Risk Manager · 1 area · about 20k hrs/yr

Construction (25 workflows)

Safety, Risk & Compliance (25)

about 19,630 hrs/yr

  1. Incident intake (Daily / Monthly, about 806 hrs/yr) Every injury, illness, or property damage event is reported from the field in the safety app with date, location, people involved, and immediate actions, starting the incident record.
  2. Near-miss intake (Daily / Monthly, about 806 hrs/yr) Near misses are reported from the field app with description, location, and potential severity, and logged so hazards are fixed before anyone is hurt and trends show up across jobs.
  3. Incident investigation (Daily / Monthly, about 806 hrs/yr) Serious incidents are investigated for root cause, with witness statements, photos, equipment records, and training history gathered, and corrective actions documented in the incident record.
  4. OSHA log maintenance (Daily / Monthly, about 806 hrs/yr) Recordable injuries and illnesses go on the OSHA Form 300 log within seven calendar days of learning of them, and the Form 300A annual summary is posted from February 1 to April 30.
  5. Insurance claim notification (Daily / Monthly, about 806 hrs/yr) Injuries, property damage, and liability events are reported to the insurance carrier or broker through its portal, with the incident details and supporting documents attached.
  6. Workers comp claim administration (Daily / Monthly, about 806 hrs/yr) Workers compensation claims are managed from the first report of injury through treatment, return to work, and closure, with adjuster requests answered on time through the carrier portal.
  7. Builder's risk claim (Daily / Monthly, about 806 hrs/yr) Damage to work in place from fire, water, wind, or theft is claimed under the builder's risk policy, documented with photos, repair costs, and the incident timeline.
  8. Subcontractor COI compliance (Daily / Monthly, about 806 hrs/yr) Every subcontractor's insurance is monitored against contract requirements across all active jobs, and non-compliant subs are held from payment or site access until corrected.
  9. Safety inspection (Daily / Monthly, about 806 hrs/yr) Safety managers inspect each site on a set schedule in the safety app, scoring conditions and recording hazards, photos, and required corrections by trade and area.
  10. Corrective action tracking (Daily / Monthly, about 806 hrs/yr) Corrective actions from inspections, incidents, and audits are tracked in the safety app until the responsible party fixes the hazard and a verifier signs off with photos.
  11. Toolbox talk tracking (Daily / Monthly, about 806 hrs/yr) Toolbox talk records are tracked by job and crew in the safety app to confirm every crew received the required talks each period, as company policy and owner contracts require.
  12. Training certification tracking (Daily / Monthly, about 806 hrs/yr) Worker training and certifications, such as OSHA 10 and 30, fall protection, scaffold, and equipment operation, are tracked in the LMS for expiration and for each job's requirements.
  13. Site-specific safety plan (Daily / Monthly, about 806 hrs/yr) Each project needs a site-specific safety plan covering hazards, emergency procedures, and responsibilities, submitted to the owner before mobilization and revised as the work changes.
  14. Emergency action plan (Daily / Monthly, about 806 hrs/yr) Each site's emergency action plan sets evacuation routes, assembly points, alarm methods, nearest hospital, and emergency contacts, and it is posted on site and reviewed as the site layout changes.
  15. Environmental inspection (Daily / Monthly, about 806 hrs/yr) Environmental inspections check for spills, dust, noise, waste handling, and concrete washout against permit conditions and company standards, with findings recorded in the safety app.
  16. SWPPP inspection (Daily / Monthly, about 806 hrs/yr) Stormwater inspections under the site's SWPPP and construction stormwater permit are performed at the frequency the permit sets, including after qualifying rain events, and signed reports are kept on site.
  17. Stormwater corrective action (Daily / Monthly, about 806 hrs/yr) Stormwater deficiencies such as failed silt fence, sediment tracking, or damaged inlet protection must be corrected within the deadline the permit sets, and each correction is documented.
  18. DBE/MBE/WBE tracking (Daily / Monthly, about 806 hrs/yr) On public projects with DBE, MBE, or WBE goals, participation is tracked by firm, certification status, commitments, and payments against the contract goal.
  19. Contract compliance reporting (Daily / Monthly, about 806 hrs/yr) Owners require periodic compliance reports on labor, safety, participation, and environmental matters, submitted by portal or form on the schedule the contract sets.
  20. Bond renewal tracking (Daily / Monthly, about 806 hrs/yr) Performance and payment bonds, license bonds, and permit bonds are tracked for renewal, exoneration, and release, with surety correspondence filed against each bond number.
  21. License renewal tracking (Daily / Monthly, about 806 hrs/yr) Contractor licenses by state and trade are renewed before expiration, meeting continuing education, fee, and qualifying individual requirements set by each licensing board.
  22. Subcontractor debarment check (Daily / Monthly, about 806 hrs/yr) Before award on public work, and on a set cycle after, subcontractors and suppliers are checked against federal and state debarment and exclusion lists, and results are filed.
  23. Legal hold/claim document collection (Daily / Monthly, about 806 hrs/yr) When a claim or lawsuit is anticipated, related documents must be preserved under a legal hold and collected, including email, project platform records, and files.
  24. Permit compliance review (Daily / Weekly, about 546 hrs/yr) Project permits are reviewed for compliance with their conditions, such as work hours, noise limits, street closures, and required inspections, and violations are corrected before fines follow.
  25. Risk register review (Daily / Weekly, about 546 hrs/yr) Leadership reviews the enterprise risk register each quarter, covering insurance, legal, safety, surety, and financial exposures, and assigns owners and mitigation for each risk.

Risk Manager · 1 area · about 18k hrs/yr

Property Management (28 workflows)

Risk, Insurance & Compliance (28)

about 18,200 hrs/yr

  1. Property insurance renewal (Daily / Monthly, about 650 hrs/yr) Insurance renewal gathers updated property values, unit counts, loss runs, and building details for the broker's submission, compares quotes, and binds coverage before the policy expires.
  2. Claim intake (Daily / Monthly, about 650 hrs/yr) Claim intake records a potential insurance claim (property damage, liability injury, theft) with date, location, description, photos, and parties involved, and notifies the carrier or broker.
  3. Claim documentation (Daily / Monthly, about 650 hrs/yr) Claim documentation assembles the photos, repair estimates, invoices, incident reports, and correspondence an adjuster needs to evaluate and pay a claim.
  4. Claim reserve tracking (Daily / Monthly, about 650 hrs/yr) Each open claim carries a carrier reserve, payments made, deductibles, and recoveries.
  5. Incident report (Daily / Monthly, about 650 hrs/yr) Incident reports document accidents, injuries, crimes, fires, floods, and other events on the property, with witnesses and photos, as soon as possible after they happen.
  6. Slip/fall investigation (Daily / Monthly, about 650 hrs/yr) A slip and fall investigation documents location, surface conditions, lighting, weather, maintenance records, and witness statements after someone is hurt on the property.
  7. Resident injury claim escalation (Daily / Monthly, about 650 hrs/yr) Injury claim escalation moves a resident or guest injury to the insurer and legal counsel when a claim or demand letter arrives, and preserves the evidence.
  8. Property damage claim (Daily / Monthly, about 650 hrs/yr) A property damage claim covers losses from fire, water, wind, or vandalism: documenting damage, obtaining estimates, meeting the adjuster, and tracking repairs and payment.
  9. Certificate of insurance monitoring (Daily / Monthly, about 650 hrs/yr) COI monitoring keeps a register of every certificate held for vendors, tenants, and contractors, checking coverage against requirements and catching policies about to expire.
  10. Vendor COI compliance (Daily / Monthly, about 650 hrs/yr) Vendor COI compliance blocks vendors without current, adequate insurance from receiving work or payment, and tracks corrections until each vendor complies.
  11. Tenant COI compliance (Daily / Monthly, about 650 hrs/yr) Tenant COI compliance confirms commercial tenants and residents covered by master policies meet the lease insurance requirements, and follows up on every lapse.
  12. License renewal (Daily / Monthly, about 650 hrs/yr) Property management, real estate broker, and business licenses expire.
  13. Business permit renewal (Daily / Monthly, about 650 hrs/yr) Permit renewal keeps rental registration, business, and operating permits current with the city or county, with renewal fees paid and any required inspections scheduled.
  14. Elevator certificate tracking (Daily / Monthly, about 650 hrs/yr) Elevator certificate tracking keeps each car's operating certificate current, with inspection results, open deficiencies, and the certificate posted where the jurisdiction requires.
  15. Pool permit tracking (Daily / Monthly, about 650 hrs/yr) Pool permit tracking keeps the operating permit current with the health department, along with inspection results, signage and safety equipment requirements, and chemical logs.
  16. Fire inspection compliance (Daily / Monthly, about 650 hrs/yr) Fire inspection compliance keeps fire marshal inspections, sprinkler and alarm certifications, and correction notices current for every building on the property.
  17. Building inspection compliance (Daily / Monthly, about 650 hrs/yr) Building inspection compliance handles city rental inspections, facade or balcony inspections where local law requires them, and other periodic building safety inspections with their reports.
  18. Code violation tracking (Daily / Monthly, about 650 hrs/yr) Code violation tracking logs city or county citations, correction deadlines, fines, hearing dates, and completed corrections for each property, keeping proof of every fix.
  19. Fair housing complaint response (Daily / Monthly, about 650 hrs/yr) Fair housing complaint response handles complaints filed with HUD or a state agency: preserving records, meeting response deadlines, and coordinating with counsel.
  20. Privacy request handling (Daily / Monthly, about 650 hrs/yr) Privacy requests ask to access, correct, or delete personal information, handled within the deadline of any state privacy law that applies to the company.
  21. Document retention (Daily / Monthly, about 650 hrs/yr) Document retention keeps leases, applications, financial records, and compliance files for the periods law and policy require, then disposes of them securely.
  22. Legal hold (Daily / Monthly, about 650 hrs/yr) A legal hold preserves documents and data relevant to a lawsuit, claim, or investigation, suspending normal deletion schedules until counsel lifts the hold.
  23. Eviction legal file coordination (Daily / Monthly, about 650 hrs/yr) Eviction legal coordination manages communication between property staff and eviction counsel: documents, hearing dates, settlement terms, stipulated payments, and move-out dates.
  24. Property tax appeal tracking (Daily / Monthly, about 650 hrs/yr) An assessment notice starts the clock: appeal deadlines, filings, hearings, and outcomes are tracked for each parcel, often alongside an outside tax consultant.
  25. Environmental compliance (Daily / Monthly, about 650 hrs/yr) Environmental compliance covers storage tanks, asbestos, stormwater, hazardous waste, and remediation obligations, with required inspections, permits, and agency filings kept on schedule.
  26. Lead-based paint compliance (Daily / Monthly, about 650 hrs/yr) Lead compliance for housing built before 1978 covers the federal disclosure form and EPA pamphlet at leasing and lead-safe work practices during renovation.
  27. Mold compliance documentation (Daily / Monthly, about 650 hrs/yr) Mold documentation keeps records of disclosures, complaints, inspections, remediation, and clearance testing, to meet state rules and to defend against claims.
  28. Security incident tracking (Daily / Monthly, about 650 hrs/yr) Security incident tracking logs break-ins, vandalism, trespass, and threats, with police report numbers, camera footage references, and follow-up actions such as lighting or lock repairs.

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