Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Tiffany Gruenberg

Summary

Dynamic individual with hands-on experience in insurance underwriting and excellent communications skills. Brings strong problem-solving ability and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

20
years of professional experience

Work History

Family First Life

Life Insurance Sales Agency Owner
02.2015 - Current

Job overview

  • Assisted in underwriting risk assessment, recommending policy terms and premium pricing based on detailed analysis of the applicant's profile.
  • Collaborated with other professionals to develop innovative underwriting solutions.
  • Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
  • Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
  • Negotiated terms and conditions of coverage with clients to acquire maximum profitability and placement.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed and maintained courteous and effective working relationships.
  • Managed sales team of 100 plus agents in determining correct underwriting and product placement of over 2M in annual life and annuity sales.
  • Personally sold over 2 million in IUL, Life and Annuity sales.
  • Assisted in creating underwriting training programs and tools for field agents.
  • Created and nurtured relationships with insurance carriers to best understand placement and persistency with insurance products.
  • Managed inbound calls from agents regarding underwriting and product placement.
  • Conducted follow-ups with clients and agents to gather additional information, ensuring timely and accurate underwriting decisions.

Bankers Life and Casualty Company

Life Insurance Agent
01.2013 - 02.2015

Job overview

  • Explained advantages, features, and disadvantages of various policies to promote sale of Long Term Care Plans, Life Insurance and Annuities.
  • Maintained high standards of customer service by building relationships with clients.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Identified and solicited sales prospects in agency databases.

Bankers Life and Casualty Company

Branch Office Administrator
09.2004 - 01.2013

Job overview

  • Executed extensive variety of customer transactions according to institutional policy and procedures.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
  • Organized meetings for executives and coordinated availability of conference rooms for participants.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Composed professional business correspondence, emails, meetings notes and other documents.
  • Consulted with customers to resolve basic issues or direct to correct staff member.
  • Maintained office supplies and equipment to support team productivity.
  • Recruited new insurance sales agents.
  • Ordered and maintained product underwriting guides for field agents.
  • Processed Life, Long Term Care and Annuity insurance applications.
  • Managed all inbound customer calls And complaints.

Education

La Center High School
La Center, WA

High School Diploma

University Overview

ExamFX Insurance Training
Vancouver WA

Insurance License Certificate from Life And Health Insurance

University Overview

University of Mississippi
University, MS

No Degree from Communications

University Overview

Skills

  • Microsoft Office Suite
  • Underwriting Software
  • CRM Software
  • Underwriting Risk Analysis & Decision Making
  • Team Leadership & Sales Management
  • Insurance Policy Issuance & Endorsements
  • Compliance & Regulatory Adherence
  • Process Optimization & Workflow Management
  • Data Analysis & Performance Metrics
  • Client Relationship Management
  • Training & Development
  • Cross-functional Collaboration
  • Conflict Resolution & Problem Solving

Timeline

Life Insurance Sales Agency Owner
Family First Life
02.2015 - Current
Life Insurance Agent
Bankers Life and Casualty Company
01.2013 - 02.2015
Branch Office Administrator
Bankers Life and Casualty Company
09.2004 - 01.2013
La Center High School
High School Diploma
ExamFX Insurance Training
Insurance License Certificate from Life And Health Insurance
University of Mississippi
No Degree from Communications
Tiffany Gruenberg