Summary
Overview
Work History
Skills
Certification
Languages
Timeline
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Tasha Dowell

Tasha Dowell

Liberty Hill,TX

Summary

Seasoned insurance professional with 18+ years of multifaceted industry experience from the agency, carrier, network/aggregator and M&A space, boasting strong management and leadership, with a track record in agency and product development with emphasis in prioritizing initiatives and with extensive knowledge in DOI regulations, process and requirements. Expertise in overseeing underwriting processes, product development, claims management, and regulatory compliance. Instrumental in identifying underperforming areas to enhance processes and deliver exceptional customer experience. Adept at analyzing market trends and developing innovative solutions to drive business growth. Known for conducting performance reviews, driving new product development, and mitigating regulatory risks to achieve bottom-line results. Swift leader, adept at directing, training, and mentoring teams to improve performance. Ability to deliver quality and timely responses to policy servicing requests and issues.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Compliance Consultant

Vantage Insurance Partners
03.2024 - 06.2025
  • Developed metrics-driven approaches to tracking compliance performance across the organization, providing valuable insights into overall program effectiveness.
  • Facilitated cross-functional collaboration to address complex compliance issues, fostering open communication and efficient problem-solving.
  • Reduced the potential for fines and penalties by proactively monitoring changes in regulatory requirements and updating policies accordingly.
  • Conducted thorough audits of internal operations, identifying areas for improvement and recommending corrective actions.
  • Streamlined regulatory reporting procedures, ensuring timely submission of accurate data to relevant authorities.
  • Advised senior leadership on emerging trends in regulatory enforcement, enabling proactive planning and strategic decision making.
  • Provided comprehensive support to clients during regulatory examinations, ensuring a smooth and efficient process.
  • Conducted regular reviews of existing policies and procedures, ensuring continued alignment with evolving industry standards and best practices.
  • Conducted comprehensive risk assessments to identify potential compliance vulnerabilities and recommend improvements.
  • Developed compliance frameworks to ensure adherence to regulatory requirements and industry standards.

Director of Compliance

Seeman Holtz Property and Casualty LLC
01.2022 - 03.2024
  • Track and analyze department performance by creating effective processes. Build productive relationships with vendors and partners to support administrative operations, while negotiating contracts on behalf of the company. Oversee contracts and procurement actions, issues, and trends by executing training and educational sessions. Assist in crafting reports, presentations, and other materials for executive staff as well as administering office events, seminars, and meetings for staff / clients. Streamline procedures and increase office operations efficiency by recognizing opportunities.
  • Mitigated regulatory risks and liability across programs by creating internal requirements and standards.
  • Directed team of managers and monitored more than 1700 employee insurance licenses and CE.
  • Implemented efficient appointment and license check procedures for new employees, utilizing NIPR database.
  • Supervised and trained staff, set goals, conducted performance reviews, and administered salaries for staff, while advising proposal and delivery to teams on regulatory compliance.
  • Utilized leadership skills to establish administrative team by guiding on professional development opportunities.
  • Created and updated 22 standard operation procedures (SOP), utilizing accurate review of documentation in training sessions, incorporating feedback from associates, and collaborating with legal, compliance, and operational teams.
  • Oversaw licensing for 14 entities in all 50 States, encompassing DBA's and annual reports.
  • Achieved seamless updates of banking information with over 900 carriers.
  • Automated client correspondence, record tracking, and data communications to enhance office operations.
  • Onboard new agencies and agents from start to finish.
  • When I started with SHPC they had acquired many agencies from 2018 to 2022. Most of them had never been on boarded to SHPC. A lot of the agency licenses had compliance issues with either the SOS or DOI in multiple states. My first task was to get all the 14 entities in compliance in all 50 states. Next get them all onboarded and get the contracts in the name of SHPC and get the entities the DBA's. There were approximately 950 carriers between all 14 entities. That included updating banking, contact info, licenses for agency and producers, emails, DRLP, commissions, and downloads. My team also monitors, renews, and tracks the CE for over 1500 producer licenses. I consulted with AGENZE to build out a platform to easily track and monitor this. As well as agency licenses. They designed their platform with everything that I suggested that a company would need to do this.
  • Managed compliance efforts, reporting and audits.
  • Prepared records and data for regular audits.

Chief Operating Officer

German American Farm Mutual
01.2017 - 01.2022
  • Enhanced new business opportunities by streamlining processes and adding new agents. Maintained P&L statements, ensuring financial stability and driving sustainable business growth. Coordinated divisional marketing, advertising, and new product development, driving impactful campaigns. Conducted property inspections for underwriting, claims, and value reassessment purposes. Collaborated with reinsurance carriers to facilitate company's renewal process and achieve favorable negotiated rates.
  • Maximized overall retention by maintaining client relationship building and guiding on product.
  • Increased company growth and profitability by improving management system and introducing liability program.
  • Executed board meetings to deliver reports on underwriting, marketing, office staff, profit and loss, and claims.
  • Improved company initiatives by leading and guiding teams of professionals.
  • Analyzed market conditions and implemented strategic premium rate adjustments, while ensuring compliance with underwriting guidelines for all new business.
  • Crafted and executed a comprehensive employee manual, policies, procedures, and policy jacket for company.
  • Monitored weather conditions to determine closure timings, safeguarding business operations during impending storms.
  • Streamlined claim verification process to ensure scrutiny and authorization for payment.
  • Perform competitor form and policy coverage comparisons.
  • German American Farm Mutual brought me onboard to help a struggling carrier bring in more business. I conducted market research to compare other carriers' policies, coverages and rates. I quickly reestablished the territories, rates, and rewrote the policy jacket for GAFM. I added coverages, added optional endorsements with additional premium, created additional product lines such as a liability policy, dwelling fire policy and a vacant home policy as well as a builder's risk policy. By the end of 2019 we had tripled the amount of new business on the books. During this process I streamlined the underwriting process by developing an online rating system that would assist in prequalifying a risk. I also went on the road and recruited additional agencies/agents to sell, solicit and market our product. As well as attended functions to promote GAFM to try to sign on new agencies/agents. Once a new agency was onboarded, I would train the agency/agents about our product, how to quote, issue, process payments, and the underwriting process. I was also responsible for responding to DOI complaints.

Agency Director / Office Manager

Bluebonnet Pride Insurance Agency
01.2007 - 01.2017
  • Enhanced agency development in market through design and deployment of strategic marketing and advertising campaigns. Oversaw agency's day-to-day production and fostered continuous growth. Administered and coordinated activities to manage agency operations and deliver exceptional results. Achieved high staff retention rates by deploying consistent mentoring and providing positive feedback, while recruiting, hiring, and developing top candidates for open vacancies. Steered operations of four office locations across Texas and drove new business acquisition for property and casualty insurance.
  • Gained customer satisfaction by addressing clients' requirements and resolving issues.
  • Implemented customer acquisition strategies and developed impactful promotional plans.
  • Adjusted business plans based on tracked and evaluated financial performance, driving optimized outcomes and ensuring strategic alignment.
  • Prepare proposals for client's portfolio.

Skills

  • Product development and evaluation
  • Risk assessment and compliance
  • Budgeting and forecasting
  • Market trends analysis
  • Revenue optimization strategies
  • Operations management and process improvements
  • Client relationship management
  • Team leadership and training
  • Cross-functional collaboration
  • Attention to detail in documentation
  • Regulatory compliance expertise
  • Data interpretation and analytics
  • Mergers and acquisitions experience
  • Documentation review
  • Compliance reporting
  • Regulatory expertise
  • Corrective actions
  • Due diligence
  • Compliance
  • Operations support
  • Attention to detail
  • Multitasking
  • Reliability
  • Excellent communication
  • Critical thinking
  • Organizational skills
  • Team leadership
  • CPR certified
  • Policy analysis
  • Records management
  • Investigation techniques
  • Emergency action planning
  • Process improvement
  • Basic first aid
  • Relationship management
  • Training and development

Certification

  • Property & Casualty License


Languages

English
Full Professional

Timeline

Compliance Consultant

Vantage Insurance Partners
03.2024 - 06.2025

Director of Compliance

Seeman Holtz Property and Casualty LLC
01.2022 - 03.2024

Chief Operating Officer

German American Farm Mutual
01.2017 - 01.2022

Agency Director / Office Manager

Bluebonnet Pride Insurance Agency
01.2007 - 01.2017

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Tasha Dowell