Customs Bonds – Sound Practices for Customs Brokers in a Challenging Time
(purchase includes a copy of the webinar recording + presentation slides)
Imports are up, duties & fees are up, issues in the transportation environment are up! As a Customs broker, you are not only required to follow regulations and compliance set forth by CBP, but you also have a customer service obligation to your importers. This program will help you understand the current Customs bond environment, including claims situations, statistics, and underwriting. We will also go over recent potential Errors & Omissions claims as well as Best Practices for 2022.
Colleen Clarke has been involved in the international trade segment of the insurance field since 1988, and has led various initiatives to improve policies and partnerships between CBP, the surety industry and the trade. Her career in the industry started in 1988 with Washington International Insurance Company, when they were owned by Roanoke. She held various roles throughout her career, including that of a customs claims adjuster, customs bond underwriter, division manager, marketing director and Vice President.
Colleen is a Certified Customs Specialist and a licensed insurance broker. Her experience and expertise has assisted customs brokers, importers, insurance agents and Roanoke colleagues through customs and transportation surety bond issues of all kinds.
Colleen is a member of the American Association of Exporters & Importers Board of Governors and is the co-chair of their customs committee. She also participates in numerous trade associations and is the Roanoke liaison with the National Customs Brokers and Forwarders Association. She is currently serving on the Executive Committee of the Trade Support Network’s Trade Leadership Council and, as a member of the Global Alliance for Trade Facilitation’s private sector working group, collaborates to promote the WTO’s Trade Facilitation Agreement. Colleen is past President of the International Trade Surety Association (ITSA) and currently leads the Customs Surety Coalition. She served four years (2009-2012) as an appointed member of the Customs Commercial Operations Advisory Committee (COAC).
Patrice Lafayette joined Roanoke in 2007 and currently is Director, Sales for Roanoke’s Western Division. She is in charge of overseeing operations in the Bond Department, as well as client relations in the Western region of the U.S. Her responsibilities include underwriting, marketing, customer support, managing client relationships and seeking new business opportunities for accounts in her territory. Patrice is a licensed insurance broker in the State of California and is an active participant in numerous California trade associations.
Prior to joining Roanoke, Patrice gained three years of insurance experience while working for a family-owned insurance agency specializing in small business insurance, as well as life and health insurance. She is a graduate of California State University Northridge and holds a Bachelor of Science Degree in Finance. Patrice sits on the executive board of directors for the Foreign Trade Association (FTA).
This event originally aired on April 5, 2022.
- Virtual Webinar