William M. Morris has over 25 years of experience in insurance, administration, and management. He currently works as a document specialist preparing and updating retirement plan documents. Previously, he was a personal lines underwriting support supervisor overseeing 14 employees and an administration manager overseeing administrative aspects of insurance policies. Morris also has experience in sales, traffic management, and station management in the broadcasting industry. He is proficient in various software programs and possesses strong communication, leadership, and problem-solving skills.

1. William M. Morris
13 Marilyn Drive • Whitesboro, New York 13492
(315) 723-5469 • Email bacmorris@twc.com
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Decision maker and team player with proven leadership and problem solving skills
offers extensive management experience, the ability to communicate effectively
with people of diverse backgrounds, and the ability to work well
in a highly competitive and challenging environment.
PROFESSIONAL EXPERIENCE
Document 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, 12/10–7/13
Preferred 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, 9/04–12/10
CTGROUP, 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), 8/97–8/04
State Farm Insurance - Joan Brown Agency, New Hartford, NY
• Handled premium fund account and reconciliation using Quicken program.

2. William M. Morris
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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, 6/89–8/96
Forever 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 & TRAINING
Licensing 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