Crucible GroupAI
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Reports to:Enterprise Risk Manager·Individual ContributorRisk dept

Insurance & Claims Coordinator

Renewal data, certificates and claims paperwork, organized for your broker

The Insurance & Claims Coordinator keeps the policy schedule and renewal calendar, gathers exposure data for your broker's renewal submission, issues and tracks certificates of insurance, and assembles the documentation for claims.

Your licensed broker advises on and places coverage; a named person decides what to buy. The coordinator never recommends coverage, never binds a policy and never admits liability on a claim.

How far the AI goes

AI drafts; a named person approves.

Placing, selling or advising on coverage requires a California insurance licence (Ins. Code §1631). This role never does that; it works with your licensed broker.

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This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.

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A Day in the Life

Morning: checks the renewal calendar — property renews in 90 days — and starts the broker's data request. Midday: issues three certificates of insurance to customers. Afternoon: assembles photos, reports and invoices for an open property claim. Monthly: tracks vendor certificates about to expire.

Responsibilities
  • ·Maintain the policy schedule and renewal calendar
  • ·Gather exposure data for broker renewal submissions
  • ·Issue and track certificates of insurance
  • ·Collect vendor certificates and flag gaps
  • ·Assemble documentation for claims and track status
KPIs They Own
  • ●Renewal data delivered to broker 60+ days before expiry
  • ●Vendor certificates current
  • ●Claim documentation submitted within 5 business days
Tools & Integrations
SARA DocsSARA MailCertificate trackingBroker portal
Who Hires This Role
  • · Contractors
  • · Property owners
  • · Fleet operators
  • · Event companies
Pairs Well With

Enterprise Risk Manager

Keeps the risk register honest and puts the top risks in front of leadership

Vendor Onboarding & Risk

Onboards vendors with verified details and tracks their risk reviews

Corporate Real Estate & Lease Manager

Lease abstracts, critical dates and site analysis for the people who sign