Tiffany Steinmetz
Phoenix,AZ
Summary
Client-focused insurance professional with 10+ years of experience delivering high-touch service, managing complex client needs, and driving operational excellence in fast-paced environments. Proven ability to advise clients on tailored insurance solutions, manage competing priorities with precision, and support the full lifecycle of new business, renewals, and policy servicing. Known for anticipating client needs, executing with urgency and accuracy, and maintaining strong relationships with both clients and internal stakeholders.
Overview
13
13
years of professional experience
10
10
years of post-secondary education
Work History
Market Trainer
Hourglass Cosmetics
Scottsdale, Arizona
01.2019 - Current
- Manage key retail partnerships across multiple high-volume locations, maintaining strong relationships with store and regional leadership
- Coordinate and execute events, trainings, and sales initiatives requiring detailed planning, organization, and follow-through
- Act as a liaison between internal leadership and external partners, ensuring alignment, clear communication, and execution of strategic initiatives
- Monitor inventory, identify gaps, and collaborate with stakeholders to ensure operational continuity and client satisfaction
- Deliver presentations and trainings to large groups, reinforcing product expertise and enhancing client-facing service delivery
- Support territory growth initiatives through strategic planning and execution of targeted campaigns
Senior Insurance Agent
USAA
Phoenix, AZ
10.2013 - Current
- Deliver high-touch, consultative service resulting in a 95% client satisfaction rating, per 2025 survey results
- Provide exceptional service to a large and diverse book of clients, producing tailored insurance solutions aligned to individual risk profiles and coverage needs
- Manage end-to-end policy servicing, including policy changes, endorsements, documentation, and client inquiries with a high degree of accuracy and responsiveness
- Consistently exceed client growth target by 150%+, demonstrating strong client retention, relationship management, and solution alignment
- Analyze client data, coverage gaps, and risk exposures to provide informed recommendations and proactive guidance
- Support new business readiness by gathering client information, organizing documentation, and ensuring complete, accurate submissions
- Maintain strict adherence to deadlines and service standards in a fast-paced, high-volume environment requiring strong prioritization and workflow discipline
- Partner cross-functionally to resolve complex service issues, ensuring timely and client-centered outcomes
- Train, coach, and mentor team members on service excellence, product knowledge, and effective client communication
- Develop and deliver presentations to support training initiatives and drive consistent service standards across teams
- Monitor team performance metrics and adjust strategies to ensure operational and service goals are achieved
Education
BA - Psychology
Arizona State University
Phoenix, AZ 08.2016 - 04.2026
Cosmetology & Esthetics -
Paul Mitchell the School
PhoenixSkills
- High-net-worth client service
- Account and portfolio management
- Policy servicing and documentation
- Renewal and placement support
- Risk analysis and solution design
- Decision-making and problem resolution
- Strategic planning
- Attention to detail
- Workflow and deadline management
- Cross-functional coordination
- Client relationship development
- Microsoft Office Suite
Websites
Timeline
Market Trainer
Hourglass Cosmetics
01.2019 - Current
BA - Psychology
Arizona State University
08.2016 - 04.2026
Senior Insurance Agent
USAA
10.2013 - Current
Cosmetology & Esthetics -
Paul Mitchell the School