Tasha Simpson, Ms, Med Email and Phone Number

✦ Results: Develop and optimize organizations’ staff development and training programs by providing recommendations to organizations in terms of employees’ training and development needs. Partnered with the Business Unit to build relationships across the organization by creating and overseeing a strong “On Boarding” program and curriculum that will focus on the needs of the Business Unit while driving profitability and growth, along with relationship building, effective communication while driving Diversity, Equity, and Inclusion. ✦ Improves Quality and Compliance results by helping the Business Unit improve employees’ performance and productivity by preparing, evaluating, and executing relevant education programs that align with the organization’s goals.

✦ Results: Partner and build relationships with Agencies by creating and strengthens internal and external relationships through regular contact on underwriting matters, promoting profit and new business growth, renewal retention and service capabilities. Proactively identifies and drives opportunities for business development and issues resolution through consulting with agents and internal partners by underwriting new business, renewals and endorsements. Underwriting Southeast Regional states (NC, SC, GA, MS, AL, AR & FL) while maintaining company guidelines and pricing strategy of each state to obtain satisfactory growth and retention.✦ Accept, retain, and price moderate to high exposures; new, renewal, and endorsement commercial business policies based on granted authority. Responds to requests from agents and underwriting staff with resolution within established time and service standards in order to facilitate and expedite service needs. Educates internal and external partners on underwriting process, practice and tools.

✦Results: Serve as a part-time instructor teaching Computer Information Systems / Microcomputer Software Applications to traditional students and teaching Business Strategic Planning to adult traditional and nontraditional students. Design and develop rigorous curriculums for students focusing on their understanding of essential key concepts and ideas. ✦Improve students’ understanding and knowledge by analyzing key concepts and ideas and how to utilize information through practical application in a business environment. Foster collaboration by demonstrating strong interpersonal skills and positive interaction with students and other colleagues on campus.

✦Results: Serve as a Treatment Provider / Technician and Educator. Responsible for performing intake assessments, screening and diagnosing patients while designing, developing and educating on individual treatments and prevention plans; including patient counseling, education, and support. ✦Responsible for managing and entering patient data into centralized client management software, while adhering to company protocol and guidelines while maintaining production inventory and overall office upkeep.

✦ Results: Managed and built a team of 17+ virtual / remote / on-site direct reporting associates, by leveraging sourcing strategies, targeted selection and recruitment processes, to maintain high-quality and production levels and performance management through team and relationship building, and being a collaborative team. ✦ Led staff development, team building, salary structures, and workflow planning / management by impacting staffing decisions, while delivering strong team / individual performance and high quality and production results above the company standards by leveraging strengths and abilities within the dynamics of the team / organization to improve retention. ✦ Training & Leadership Development: Consistently facilitated associate training development plans / curriculum and leadership development content by utilizing various Learning Management Systems (LMS), Instructional Design, communication skills (verbal and written communication), Adult Learning Theory, strategies and methodologies to enhance employee performance. ✦ Coaching: Empowered personal and career development among employees through developmental coaching techniques, critical thinking skills and self-diagnosis to improve performance and employee engagement. ✦ Partnered with Talent Acquisition / Recruiters on recruiting, hiring and on boarding processes and procedures. Partner with Human Resources and Internal Business Partners to understand the business value associated with hiring strong industry talent / candidates to improve customer service. ✦ Process / Continuous Improvement: Led Lean Six Sigma improvement projects and major service transformation initiatives. Achieved cost reduction initiatives by developing innovative resourcing strategies. ✦ Employee Engagement: Fostered associates and leadership engagement; coordinated Gallup engagement survey action plans to assure all employees and their feedback is valued by building strong relationships across teams.

✦ Change / Performance Management: Enabled business changes by facilitating 1-on-1 coaching, group mini sessions, and team huddles. Created conversation guides, talking points, templates, agendas, and roadmaps to implement / lead operational changes while working in a diverse and inclusive environment. Improved customer service by monitoring ‘pending’ service levels and performance through strategic planning and delivering successful employee engagement results. ✦ Results: Managed productive agent / sales manager relationships to maintain new business policy submittals, renewal policies regulations, and change requests by evaluating and taking risk. Effectively communicated insurance transition data to internal Business Partners by delivering and confirming policy ratings, regulations and best practices by utilizing the Commercial Lines hazard grade metrics. ✦ Underwriting & Risk Management: Successfully analyzed, accepted / rejected, determined pricing, and retention of commercial lines business risks according to underwriting guidelines, requirements, department standards, policy lifecycle and approval levels by utilizing strong negotiation, communication skills / techniques.✦ Relationship Management: Increased profitability and growth through building key relationships across the organization by managing customer and policy retention.

✦ Results: Evaluated and reviewed personal lines new business risk / submissions and analyzed renewals, policy life cycle and endorsements based on referrals. Verified eligibility requirements and classified complex, specialized personal lines insurance risk, reinstatements, recessions, and offsets to make recommendations and approvals by analyzing trend analysis at the agency level. ✦ Relationship Management: Developed key relationships through influencing territory/district agents and supported strategic profit and growth strategies / plans of the product manager to deliver profitable growth

✦ Results: Successfully managed customer and agent complaints and recommended solutions to maintain P&C insurance policy coverage for new business submittals, renewals, and change request via telephone and email. ✦ Communication: Successfully serviced and cultivated new and existing P&C insurance policies for South Central US, by effectively communicating changes and/or adjustment in policies sending various forms of correspondences to customers and claims associates through support services.✦ Relationship Management: Maintained strong clientele relationship with customers and internal stakeholders while managing and protecting the brand of the company through innovation and expertise.

✦ Results: Managed a team of 7 to 10 life agents within the North Carolina region improving sales by analyzing and tracking statistical data / reports including mortality, accident, sickness, disability and retirement rates.✦ Training & Development: Trained agents on vital sales techniques to improve profits and growth goals.✦ Client Relationship Management: Built customer retention strategies and supervised local and regional sales managers, while utilizing productive tables to forecast risk and liability for payment of future benefits base on industry standards.

• Instructed college students who placed into credit-level course work note taking, learning styles/strategies, test taking, goal setting and self-assessment skills.