William M. Morris13 Marilyn Drive • Whitesboro, New York 13492

(315) 723-5469 • Email bacmorris@twc.com__________________________________________________________________________________________________

Decision maker and team player with proven leadership and problem solving skillsoffers extensive management experience, the ability to communicate effectively

with people of diverse backgrounds, and the ability to work wellin a highly competitive and challenging environment.

PROFESSIONAL EXPERIENCEDocument Specialist, 5/14–Present (Temporary Employee of Express Employment Professionals, 5/14–7/14)Benefit Plans Administrative Services, Inc., Utica, NY• Prepare and follow up on new plan documents and amendments for employers’ retirement plans.• Prepare, update, and consult on plan document designs using software and data processing.• Submit documents to Internal Revenue Service (IRS).• Communicate effectively with clients, plan sponsors, IRS, Department of Labor (DOL), coworkers, and

management. • Prepare required regulatory amendments.• Amend and restate plan documents when required by law.• Prepare and consult about submissions under Employee Plan Compliance Resolution Program.• Back up other staff when necessary.

Personal Lines Underwriting Support Supervisor, 12/10–7/13Preferred Mutual Insurance Company, New Berlin, NY• Planned, directed, and coordinated activities and development of underwriting support service unit with 14

employees in concert with business unit’s vision and strategic goals.• Provided leadership for all ongoing Personal SBU underwriting support programs, promoting team-oriented

atmosphere focused on providing exceptional customer service.• Performed audits of staff and procedures; worked with established, or designed and implemented, policyholder

satisfaction strategies to monitor employee and departmental performance standards that were measured by turnaround times, customer complaints, questionnaires, surveys, reports, and audits.

• Maintained positive employee morale through combination of professional and technical skills development, along with meaningful rewards and recognition programs with success measured by turnover ratio, educational attainment, enhanced teamwork, and error reports.

• Ensured that all work was processed using proper rates, rules, forms, and within company guidelines and philosophies.

• Monitored and coordinated workloads with IMAGERIGHT workflow tools and implemented workflow changes for increased efficiency and quality.

• Developed management reports and viable business recovery plans and maintained plans in state of readiness.

Administration Manager, Employee Group Division, 9/04–12/10CTGROUP, Commercial Travelers Mutual Insurance Company, Utica, NY• Oversaw administrative aspects of employers’ insurance policies for their employees.• Interviewed, hired, trained, mentored, and supervised two employees.• Monitored and approved ADP payroll for two employees and, as needed, whole division.• Oversaw billing, commissions, and post sale procedures and handled voucher processing.• Compiled various reports including Board Reports, Sales Reports, Quarterly Regional Manager Compensation

Reports, Quarterly and Year End FICA Reports, and Quarterly and Year End General Agent Bonus Reports.• Handled processing for data and vouchers for payment for Reinsurance.• Oversaw any computer issues in whole department including technical and programming.• Researched costs of necessary computer equipment, software, etc.• In 2009, ensured smooth implementation of adding dental product.

Office Representative/Sales, Licenses: Property & Casualty and Life/Health Insurance (LSA-5), 8/97–8/04State Farm Insurance - Joan Brown Agency, New Hartford, NY• Handled premium fund account and reconciliation using Quicken program.

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PROFESSIONAL EXPERIENCE (continued)• Serviced existing customers and contacted customers for collection of late payments on policies.• Quoted premiums for current and prospective customers and completed applications.• Received State Farm Life Insurance Sales Achievement Awards in 2000 and 2001.

Sales Representative, 8/96–6/97 Forever Broadcasting Inc., WIBX/WODZ, Whitesboro, NY• Acquired new clients, secured existing accounts, and presented proposals for advertising. • Prepared monthly personal projection reports and collected on accounts.

Traffic Manager, 6/89–8/96Forever Broadcasting Inc., WIBX/WLZW, Whitesboro, NY• Produced high quality commercial logs for sister radio stations, completed network affidavits, billing, and sales

reports, assisted sales staff, and filled in for Business Manager.• Received six WIBX/WLZW Employee of the Month Awards.Station Manager, 6/96–8/96• Assumed duties during transitional period.

EDUCATION & TRAININGLicensing Courses for State Farm Insurance, Mohawk Valley Community College, Utica, NY, 1997

A.A.S. in Business/Accounting, Mohawk Valley Community College, Utica, NY, 12/91