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.

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