Risk Management

“The process of protecting an organization’s assets through exposure identification, risk analysis, risk control, financing losses with external and internal funds, and the ongoing monitoring of the process.”

Risk Identification – The process of identifying and examining the potential sources of losses faced by the firm(People, Assets, Liability & Income), using:

  • Checklists/Surveys,
  • Flowcharts,
  • Insurance Policy Analysis,
  • Physical Inspections,
  • Net Income/Financial Analysis,
  • Compliance Review,
  • Contract Identification and Analysis,
  • Policy and Procedures Review,
  • Loss History Review, and
  • Experts

Risk Analysis – The assessment of the potential impact that various exposures can have on the firm.

  • Qualitative Analysis
  • Quantitative Analysis

Risk Control (pre loss)- An action to minimize, at the optimal cost, losses that strike the organization

  • Six Techniques of Risk Control
  • Avoidance
  • Prevention – frequency
  • Reduction – severity (both pre-loss and post loss)
  • Segregation (separation or duplication).
  • Combination of techniques
  • Transfer (either Contractual or Physical or both)

Risk Financing (post loss) – The acquisition of funds, at the least possible cost, to pay for the losses which strike the organization

  1. Retention – The acquisition of funds from within the organization to pay for losses
    • Unplanned; ignorance, remote losses
    • Planned
    – Captive
    – Funded Reserve
    – Unfunded Reserve
    – Current Expense
  2. Transfer – Contractual or other arrangements where losses are financed from outside the organization
    • Non insurance (i.e. industry group)
    • Insurance – A relatively small known cost substituted for a potentially larger unknown cost

Risk Administration

  • Planning and risk management policy development
  • Implementation
  • Monitoring