Alvertis Finley
Tulsa,OK
Summary
Dedicated, adaptable professional with a proactive attitude and a quick learning ability. Strong work ethic and effective communication skills. Empathetic in supporting client needs.
Overview
17
17
years of professional experience
Work History
Trustee Administrator
C. D. Finley Revocable Living Trust
Tulsa, OK
03.2023 - Current
- Ensuring the trust is administered in accordance with the grantor's wishes.
- Ensuring the safety of the assets and accounting for the funds and assets with the trust.
- Keeping accounts and supplying information.
- Defending the beneficiary and the trust against legitimacy challenges.
- Investing and insuring the trust property.
- Making distributions of the trust asset as the trust creator intended.
Insurance Specialist
Jesse Fields State Farm Agency
Tulsa, OK
11.2007 - Current
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Responded promptly to customer inquiries about their policies and provided timely updates as needed.
- Fostered relationships with customers to expand customer base and retain business.
- Coordinated with other departments within the organization regarding issues related to policy administration.
- Collaborated with carriers to resolve discrepancies in insurance payments.
- Developed and implemented strategies for reducing risk exposures and maximizing profitability.
- Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet production goals.
Education
High School Diploma -
Abraham Lincoln High School
San Diego, CASkills
- Client Relations
- Asset protection expertise
- Customer Service
- Documentation skills
- Regulatory compliance understanding
- Account Management
- Marketing Strategies
- Client Account Management
Custom
- Active member of the Down Syndrome Association of Tulsa
- Licensed since 2007 : Oklahoma State Licensed in property/casualty , life, health, and accident.
Timeline
Trustee Administrator
C. D. Finley Revocable Living Trust
03.2023 - Current
Insurance Specialist
Jesse Fields State Farm Agency
11.2007 - Current
High School Diploma -
Abraham Lincoln High School
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