Exempt (Professional or Managerial) Position
Position: Director Department: Office of Risk Management
Manager Title: CFO Division: Finance
Position Summary: In three or four sentences, state the mission of the department, its relationship to the
larger organization, and the role of this position and how it helps the department accomplish its mission.
The mission of the Office of Risk Management is to actively protect the tangible and intangible assets of
the Diocese. Our primary purpose is to protect the Diocese’s financial, human and physical resources
from loss. We utilize various types of risk financing, legal analysis, and risk reduction methods.
Essentially, the Risk Management Office exists to centralize efforts to control the Diocese’s exposure and
consequences from unforeseen events.
Our primary goal is to reduce the Diocese’s exposure to risk through educated and thoughtful decision
making processes, immediate response to potential losses, implement appropriate transfer of risk and
thorough mitigation of losses.
The Director is the individual with accountability for all forms of risk in the organization. It is the highest
risk management position in the organization, with authority to make decisions on major risk management
issues affecting the organization. Accountable for achieving strategic objectives, ensuring effective
enterprise risk management for the organization, supervising and directing top management, including
identifying, measuring and managing more than insurable or hazard risks (which could include two or
more of the following: hazard risk; operational risk; financial risk; or business risk), developing reports
and plans, and analyzing risk/insurance problems and successes to optimize future operations
The fundamental reason the Director , Office of Risk Management exists is to be responsible for planning,
organizing and managing the Diocese’s Risk Management Program which consists of; loss
prevention/safety program, procurement and lease contract review, risk management consultation to
Diocese personnel, risk financing structure/insurance policy procurement, internal claim adjusting and
financial management of liability and workers compensation claims, and administration of the Risk
Key Responsibilities: Using action verbs, show in a sentence or two what the key functions or
responsibilities of the position are. State key functions or responsibilities in terms of accomplishments or
outcomes that would define successful execution of the job rather than as tasks or processes.
Identifies, evaluates and measures the Diocese’s exposure to risks which is defined as any issue
that negatively affects the Diocese’s ability to meet its mission and objectives.
Formulates action plans to mitigate and contain the financial impact of losses from fortuitous
events upon the Diocese.
Establishes program policies and procedures and ensures conformance of program operations to
standards and applicable Diocese principles and other State and Federal laws and regulations.
Develops and establishes goals, performance objectives and work plans for the Office of Risk
Management and staff. Selects trains and evaluates employees.
Meets with Diocese staff to address a variety of risk management, safety, insurance and liability
matters pertaining to the overall various exposures to the Diocese and the various locations.
Designs and implements organization wide crises management plan as well as assisting Diocese
locations in the customization of crises management plan to their specific location.
Formulates a risk financing structure to fund accident losses balancing self- insurance with the
purchase of insurance for optimal cost-benefit.
Works with Finance Department staff to assure adequate funding of self-insurance portions
through the Loss Trust Fund.
Establishes the budget for the Office of Risk Management’s in conjunction with the overall
Diocese budget process.
Relationships: With whom, inside and outside the Diocese, does the position interact? What is the
typical character of the interactions? Do the communications involve persuasion, interpretation of policies
or principles, or negotiation?
The Director is responsible to pursue open communication, cooperation, collaboration and proactive
management with administrators, trustees, officers, faculty, staff, volunteers, parishioners, students and the
public, so that the entire community may work together to reduce risks for the benefit of the entire
This position requires the ability to work with diverse constituencies and communicate very well both
verbal and written. The nature of these communications is to educate other parties as to the importance of
risk management and to influence their actions so they will adhere to the Diocesan policies and best
practices in Risk Management. .
The Director is also responsible for communicating the needs of the Diocese to outside vendors and
negotiating the scope of work and compensation for services.
Management Received: Describe how your position interacts with your manager. How frequently do
you interact? How much latitude do you have to accomplish your responsibilities? What sort of guidance
or direction do you receive from your manager?
Work is performed under general supervision by the Chief Financial Officer but the Director is expected to
be independent and exercise a wide degree of creativity and latitude is carrying out key responsibilities.
Interaction with manager is infrequent beyond regular team meetings. The Director is expected to be the
subject-area expert on risk management and will provided consultative services as needed.
Position Requirements: State all the skills, education, and years and types of experience required to
perform this job successfully. Be specific about computer, communications, financial, administrative or
other professional knowledge needed to perform this job.
Insurance lines of coverage, risk financing techniques, casualty insurance policies and insurance
policy purchasing and negotiating skills.
Strong financial analysis and number skills.
An understanding of risks associated with a not-for profit organization is required
Objectively and analytically problem solve sometimes with short time frames.
Communicate effectively both verbally and in writing with all levels of staff and the public.
Produce written documents with clearly organized thoughts using proper sentence construction,
punctuation and grammar.
Demonstrate project development and implementation skills.
Establish and maintain effective working relationships with co-workers, vendors, and the general
Comprehend and make inferences from written material and verbal and/or written instructions.
Operate a variety of standard office equipment including a computer terminal, Microsoft software
and other Diocese software, copy and facsimile machines telephone, and calculator that requires
continuous and repetitive arm or hand and eye movement.
Maintain regular consistent attendance and punctuality.
Any combination of education and experience equivalent to a Bachelor’s Degree in Business
Administration, Public Administration or closely related field. In addition, professional designation(s)
such as CPCU and/or ARM certifications are required.
Years and Types of Experience:
A minimum of ten years of progressively responsible Risk Management and or commercial insurance
experience including extensive hands on experience in safety programs and OSHA regulations,
management of liability and workers compensation claims and contractual risk transfer techniques.
Five years progressive experience managing professional staff and experience with the operation of a Risk
Management Information System.
Must have a current valid driver’s license with no major driving violations in the last 36 months
Employee Signature and Date:
Manager Signature and Date: