TIP is a wholesale executive benefits advisory firm that serves employee benefits and retirement consulting firms nationally by identifying coverage deficiencies, providing innovative plan design solutions and end-to-end administrative support.  Founded on the principles of trust, innovation and people, TIP strategically sources the best plans in the market to help mitigate the risks threatening the success and growth of companies, while providing peace of mind and a better quality of life for key employees and their families.Headquartered in Kansas City and operating nationwide, we provide decades of industry experience and white-glove service. We pride ourselves in providing exceptional commitment and expertise for our clients, companies and employees across all sizes and sectors, while providing a culture of respect and collaboration for our team members.

• Management of all external strategic partnerships including insurance carriers and non-carrier solutions• Committee management, contract negotiations, revenue generation and retention• Provide consultation to UBA firms with the goal to drive efficiency and enhanced profitability

- Provide education and assistance to UBA partner firms nationally on UBA's entire portfolio of products and services.- Collaborate with UBA producers on solutions that will best meet their client's needs.- Act as a subject matter expert.- Partner internally to ensure UBA firms are being provided the tools and services that will enhance their client's experience.

• Managed New England territory including Massachusetts, Maine and New Hampshire; marketed medical stop loss, group life and disability and voluntary benefits through brokers and consultants.• Modeled exceptional customer service building lasting business partnerships; trained and mentored new client management staff. Conducted ongoing policy reviews and annual client meetings with C-Suite and Human Resources management.• Developed and facilitated finalist sales presentations for large employer opportunities (1,000+ lives).Achievements• Increased territory sales by 115% during tenure.• Lead region in Group Life/Disability and Voluntary Benefit sales from 2010 to 2015.• Top 5 Group Life Sales in Nation from 2010 to 2015.• Promoted high annual retention rates of 85% through overall client satisfaction.

♦ Managed large geographic territory; developed new broker relationships.♦ Negotiated with underwriting ensuring most competitive proposals.Achievements• Increased sales production by 50% in one year.

• New position for organization; collaborated with consultants to deliver optimum results for new clients; met with C-Suite level and Human Resources executives. Analyzed current ROI on benefit offerings. Achievements• Increased revenue 100% in under 1,000 life segment.• Top 15% in Division Sales.

• Developed Charlotte and Western North Carolina territory; marketed individual and multi-life Long Term Disability and Disability insurance.Achievements• Grew market share by 30%.• Consistent National Sales Conference Qualifier.