Avalon Risk Management

Account Manager

• Servicing a Commercial P&C Renewal book of business for existing clients
• Working within the Agency Management System, EPIC and INDIO for marketing submissions
• Answering policy questions, updating account changes, assisting with premium collections

Account Manager – Insurance

Assistant

• Intake coordination and inbox management
• Read and sort emails based on claim type and assign an adjuster
• Create claims and subrogation files in the system of record
• Assist with distribution of subrogation files to collection agencies
• Run bond and entry queries
• Review 1600s, petition responses and distribute as needed
• Mail monthly ID bill letters and fax/scan them as needed
• Internet searches for current addresses for importers with returned mail
• Fax/email/call Customs for status updates and to request case copies
• Create and maintain various spreadsheets
• Review monthly 612 reports
• Enter check information into claims database upon receipt of checks
• Assist the department with follow up on renewals
• Help with bond renewal notices and research for collateral and claims for each insured
• Provide overall office support to the department

Surety Department Assistant

General

• Underwriting bond risks within assigned parameters and authority
• Drafting underwriting approval requests to reinsurers
• Assisting agents and customers with various bond-related questions and regulations
• Handling and/or assisting with bond insufficiency notifications
• Managing bond supplies and requests
• Handling and/or assisting with letters of credit and other collateral maintenance tasks
• Preparing various management reports to manage surety program utilizing various software tools including Word, Excel, Access, etc. and our proprietary Merlin software
• Work on special projects for reinsurance, collateral reviews, audits, etc.

Surety Underwriter – Customs Bonds

• Supporting regional offices by providing clear and timely communication to clients
• Follow up on communications and audit for document completeness
• Own basic intake and records management

Regional Support Coordinator

IT Support

• Capture all issues accurately into ticket system and escalate as needed
• Field phone calls via help desk support
• Handle minor software issues through troubleshooting
• Support Avalon office moves with setup of new services and equipment

Helpdesk Intake Coordinator – IT

Customer Support

• Support Account Managers and assist in servicing existing clients
• Assist with bond-related administrative activities, shipment-specific insurance quotations, certificate issuance, and policy servicing
• Process account changes and assist with premium collections
• Handle client communications and phone calls
• Learn customer portals (EPIC, Indio) for excellent customer support
• Provide administrative support and data organization as needed

Account Manager – Insurance

Surety Department Assistant

Surety Underwriter – Customs Bonds

Regional Support Coordinator

Helpdesk Intake Coordinator – IT

Customer Service Representative, Insurance