William Morrell Email & Phone Number

Wilmington, Delaware, United States

• Responsible for calculating, billing, and notifying the insured of claims loss invoices on behalf of US produced business units.• Responsible for reading and interpreting Binders, Policy Endorsements, Policy Exclusions, & Reinsurance Agreements on complex cash flow accounts produced from US & foreign offices.• Communicate directly with corresponding overseas Chubb offices & TPA's to resolve any issues and provide ad hoc support when requested.• Meet with insureds in person & remotely to discuss personalized claims billing capabilities.• Work closely with the Chubb Global Services Underwriting team to discuss any potential inconsistencies that were found in my review of renewed or new business.• Created the appropriate insurance and reinsurance calculations, in multiple currencies, from weekly feeds for loss payments and reserves.

Harrisburg, Pennsylvania, United States

• Assigned with 12 insurance companies/groups to review and analyze throughout the year.• Reviewed and assessed material changes and trends in the balance sheet, income statement, cash flow,and related ratios and financial metrics.• Responsible for reviewing quarterly and annual insurance statements to ensure policyholders areprotected and insurers remained solvent.• During my various projects throughout the year, I determined and assessed potential risk areas for myassigned companies.• Determined compliance with PA state statutes and regulations of licensed insurers for the protectionof policyholders.• Performed testing to verify the accuracy of financial information submitted by various types ofinsurance companies through their quarterly and annual statements.• Applied test ratios in analysis to determine the company’s solvency.• Maintained a working knowledge of Pennsylvania Insurance statutes, administrative codes, laws, andregulations.• Continually worked closely with company directors and executives to coordinate meetings andfacilitate communication between the department and insurance companies.

Lancaster, Pennsylvania, United States

• Fully assist Underwriters in all aspects of the underwriting process• Interacted with agents to provide superior customer service via phone and email• Reviewed submissions for completeness, accuracy and make requests for information• Responsible for reviewal of all documentation of underwriting files with underwriter’s guidance• Followed up on open items and request additional items to finalize checklist• Attended team meetings and performed additional duties as assigned

Scranton, Pennsylvania Area

Scranton, Pennsylvania Area