Avalon Risk Management

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

Customer Service Representative, Insurance

Outside Sales

• proactively developing new business
• conducting coverage reviews
• working closely with underwriters
• presenting tailored proposals
• traveling throughout the Southern territory
• active participation in industry organizations
• consistent use of our agency management system, Applied Epic

Insurance Producer – Outside Sales

Claims Specialist

• Independently investigate, evaluate, and adjudicate surety bond claims
• Communicate directly with claimants, trustors/principals, and Customs & Border Protection (CBP) regarding claim files
• Acknowledge claims, notify clients, record claims data, and issue payments in a professional and timely manner
• Analyze claims for statutory compliance and determine validity and disposition
• Research applicable federal statutes, regulations, and agency guidance
• Manage aggressive enforcement timelines requiring timely responses
• Draft and file petitions and/or protests to mitigate or cancel claims
• Evaluate Bond Programs claims through investigation and data gathering
• Draft claim denials based on claim research

Surety Claims Specialist – Adjuster

• Assist the Transportation claims team with intake tasks related to claims
• Manage claim intake coordination and inbox management
• Verify claim adjuster handling and forward documents
• Support adjusters by recording updates in the system
• Assist with special projects including audits

Customer Service Representative, Insurance

Insurance Producer – Outside Sales

Surety Claims Specialist – Adjuster

Claims Support Specialist