Pat Morrill, CPCU, AIC
Salem,OR
Summary
Accomplished Program Coordinator offering experience working with small and national agencies along with 15 industry groups. Highly skilled at building lasting and profitable relationships with customers, business partners, and service team members at my carrier. Successful in achieving growth, retention and loss ratio goals for my agencies each year.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Agency and Group Program Coordinator
SAIF Corporation
03.2009 - 07.2023
- Developed and maintained relationships with 53 agencies and a $245M book of business along with managing 15 industry group programs.
- Served as an internal liaison for service and relationship matters for my agents.
- Subject matter expert for various internal strategic initiatives
- Created and delivered program training and education to keep agents knowledgeable about SAIF's services and provide necessary continuing education credits.
- Collaborated with various teams to uncover issues, identify applicable solutions, and offer guidance.
Agency Marketing Specialist
SAIF Corporation
11.1998 - 03.2009
- Developed and maintained agency relationships with both small and national agencies in Oregon from Astoria to Ontario. Assisted non-appointed agents (in and out of state) on writing business with SAIF and served as a resource for SAIF's Service Center agencies.
- Developed marketing strategies to achieve sales, retention and loss ratio goals.
- Assisted in the product design and development of SAIF's Other States Coverage program with Zurich Insurance.
- Primary lead in successfully moving Paula Insurance book to SAIF when Paula was ordered to close.
Branch Manager
EBI Companies
03.1995 - 09.1998
- Created strategies to develop sales, resulting in achieving growth goals and underwriting profitability 7 of the 8 years I was branch or account manager.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Managed a team of 17 which included underwriting, claims, return to work, safety services, audit, marketing and legal.
- Participated in operational reviews for other EBI branch offices throughout the US.
Account Manager
EBI Companies
03.1990 - 03.1995
- Led the marketing for a satelite office servicing agencies south and east of Portland leading the office to become a full branch.
- Evaluated client needs and developed tailored solutions to improve customer results using Valued Added Service Team (VAST) sales calls. These calls included claims, safety, agent and marketing.
- Helped develop Partnership Council program which was a 'scheduled rating' discount plan. The discounts were applied to what the customer had in place; our business plan (VAST) would provide services we would provide with the customer to reduce their overall loss experience and insurance costs.
- Helped develop EBI/Pacific Source 24-Hour Coverage pilot program with the state of Oregon.
Claims Supervisor
EBI Companies
05.1985 - 03.1990
- Supervised a workers' compensation claims team performance to achieve satisfactory file resolutions in compliance with statutory rules while achieving appropriate closing ratios.
Education
Bachelor of Science - Personnel Management And Labor Relations
Oregon State University
Corvallis, OR06.1980
Skills
- Troubleshooting
- Training Coordination
- Sales Growth
- Program Management
- Interdepartmental Coordination
- Complex Problem-Solving
Certification
CPCU, AIC
licensed P&C Agent
Certified Claims Examiner (Oregon Workers' Compensation)
PIA Carrier Rep of the Year, 2022
Timeline
Agency and Group Program Coordinator
SAIF Corporation
03.2009 - 07.2023
Agency Marketing Specialist
SAIF Corporation
11.1998 - 03.2009
Branch Manager
EBI Companies
03.1995 - 09.1998
Account Manager
EBI Companies
03.1990 - 03.1995
Claims Supervisor
EBI Companies
05.1985 - 03.1990
Bachelor of Science - Personnel Management And Labor Relations
Oregon State University
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