Chad A. Colvert

Experience

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  State Farm

  Aug 2003 - Aug 2013

  Analyzes and reviews lines of business to develop recommendations and assist in achieving and maintaining a profitable book of businessResponsible for acceptance continuation, proper pricing, placement and termination of risk or other policy limitations within assigned levels of authorityServes as a resource to agency leadership and agents in support of company programsConsults/communications/advises Agents and policyholders on company and industry policies in their assigned area regarding loss mitigation, loss control; and marketing opportunitiesMonitors team production and status and may perform quality control checks, advising management of concernsMay prepare for or represent the company at industry meetings, committees, examinations, and arbitration hearings and trials Show less Working with customers, State Farm agents, attorneys, and service providers through the process of settling homeowner and other personal property claimsInvestigating and evaluating the facts of a claim, which could include inspecting and investigating physical property sitesEvaluating, negotiating, and settling claims within authority levelsMaintaining the confidentiality of claim informationUsing State Farm claims systems and other technologies to perform job dutiesCommunicating with customers and associates over the telephone, in person, and in written correspondenceWorking under management supervision with attorneys, in the defense of lawsuits and/or in the discovery and investigation processWorking in a collaborative team environment to handle a large volume of claims, primarily over the telephoneProviding assignments and direction to claim processors and claim service assistantsCoordinating or participating in special projects, as assigned Show less

  • Commercial Lines Underwriter

    Aug 2008 - Aug 2013

  • Fire Claims Adjuster

    Aug 2003 - Sept 2008
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  Cory Juma State Farm Agency

  Sept 2013 - Sept 2014

  Licensed Producer
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  Bland & Associates, P.C.

  Sept 2014 - Jun 2019

  I am currently a full-time associate continuing my focus in the tax department. I joined Bland & Associates, P.C. in September 2014. Currently, I serve as an Intern, providing day-to-day flexible support for any staff member regarding work that needs to be completed in a timely manner. I work in all areas of the firm, including: Tax, Audit, and Medicare. I was the primary tax department intern for 2015.

  • Associate

    Jan 2016 - Jun 2019

  • Intern

    Sept 2014 - Jan 2016
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  CBRE | Omaha

  Sept 2019 - Jul 2021

  Real Estate Accountant

  Completes intermediate to advanced level accounting transactions in preparation of client financial statement packages. Creates and posts journal entries. Ensures that all expenses, receipts, owner's distributions, funding requests and other transactions for the accounting period have been accurately posted. Generates and reviews financial packages for accuracy and comprehensive reporting. Prepares packages on a schedule to ensure timely delivery to the client and other management teams. Show less

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  Cara Colvert Insurance Agency Inc

  Jan 2020 - now

  Office Manager/Licensed producer
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  WealthPlan Partners

  Jul 2021 - now

  Controller