National insurance brokerage closes second acquisition within the region in six months
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has acquired Kassa Insurance Services, Inc., a Spokane, Wash.-based insurance agency providing personal lines and commercial insurance products and services to clients throughout the Inland Northwest. This marks Alliant’s second acquisition within the region in six months as part of an ongoing expansion strategy.
“Kassa has a sound reputation for combining exceptional service with an intimate understanding of the Eastern Washington and Northern Idaho markets,” said Sean McConlogue, President of Alliant Americas. “This partnership reflects our commitment to acquiring regional, likeminded organizations with a proven track record of success serving the Inland Northwest business community.”
Since 1985, Kassa has provided customized personal lines and commercial insurance solutions to clients throughout Eastern Washington and Northern Idaho. In addition to providing a breadth of coverages that includes property, casualty, fleet, management liability, and cyber risk, Kassa deploys some of the region’s most sophisticated integrated claims handling systems.
Kassa will operate as part of Alliant Americas, which was launched in January 2014 to expand the company’s presence in the middle market through strategic acquisitions and investments. Alliant Americas provides midsized businesses with targeted insurance products and services through a dedicated national platform.
In September 2014, Alliant acquired Moloney O’Neill, a diversified insurance brokerage firm providing property and casualty, employee benefits, and life products and services from its offices in Spokane, Wash. and Coeur d’Alene, Idaho.
Kassa’s business will be managed via Alliant’s Spokane office. Terms of the acquisition were not disclosed.
Charlotte Smith-Wilkes leads growth in Georgia, Florida, and Texas
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Charlotte Smith-Wilkes has joined its Construction Services Group as Senior Vice President/Wrap-Up Director to lead the expansion of its Wrap-Up Division in the southern United States with an emphasis on Georgia, Florida, and Texas.
“As construction activity continues to increase, the southern United States holds great opportunity for us to expand our Wrap-Up Division,” said Ken Caldwell, Executive Vice President, Construction Services Group. “Charlotte has been the preeminent wrap-up advisor in the region for almost 30 years, and we look forward to utilizing her expertise as we endeavor to rapidly grow Alliant’s presence.”
Smith-Wilkes has more than 29 years of experience in construction risk management, specializing in large controlled insurance programs. She has helped clients protect projects exceeding $30 billion in construction value. At Alliant, Smith-Wilkes is responsible for the development, implementation, and monitoring of wrap-up programs. In addition to overseeing all wrap-up client and account management functions in the South, she will provide additional controlled insurance program leadership as needed across the national Alliant system. She holds a bachelor’s degree and an MBA from the University of Miami and is a member of Chartered Property Casualty Underwriters (CPCU).
Joining Smith-Wilkes at Alliant are Vice President/Wrap-Up Manager Marie Ramos-Alhadeff and Wrap-Up Program Administrator Rob McCormack. Collectively, Smith-Wilkes, Ramos-Alhadeff, and McCormack have experience working with clients on numerous sports arenas, airports, condominiums, schools, and roadways. Their efforts will be focused on delivering leading-edge programs to federal and state agencies, developers, and contractors.
With more than a decade of wrap-up experience, Ramos-Alhadeff has overseen more than 40 wrap-up programs across the United States. At Alliant, Ramos-Alhadeff is responsible for the management of controlled insurance programs in Georgia, Florida, and Texas. She received her bachelor’s degree in finance and insurance from Louisiana State University and her master’s degree in risk management and insurance from St. John’s University. Ramos-Alhadeff earned a Construction Risk and Insurance Specialist (CRIS) designation in 2011.
McCormack has more than 20 years of experience in underwriting and risk management and is providing technical and administrative support to Alliant clients. McCormack holds a bachelor’s degree in business and a master’s degree in healthcare informatics from the University of Central Florida. He is also a Certified Associate in Healthcare Information & Management Systems (CAHIMS).
Smith-Wilkes maintains an office in Atlanta and is based in Lake Mary, Fla. with McCormack and Ramos-Alhadeff located in Fort Lauderdale, Fla.
Alliant producers honored for excellence in the fields of energy, law, parking, tribal nations, and employee benefits
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that nine of its producers have received the designation of Power Broker® by Risk & Insurance. This represents the highest number of Power Broker honorees in the history of the firm, with honorees spanning the fields of energy, law, parking, tribal nations, and employee benefits.
“As we continue to expand our reach to new industries and geographies, our time-honored commitment to service and innovation remains steadfast,” said Tom Corbett, Chairman and CEO of Alliant. “Our honorees span a breadth of industries and disciplines and are bound by the common objective to be the best in the business. They are leaders in insurance brokerage and tremendous assets to their clients.”
Alliant’s 2015 Power Brokers are:
- Amy Fossum, Senior Vice President, Employee Benefits, who helps her diverse client base grow and thrive by creating strategies in four key areas: compensation, benefits, health, and wealth.
- Stuart Girling, Senior Vice President, ProQuest, who has extensive experience servicing law firms in the United States and Europe, providing specialized programs built around the modern risks of the legal industry.
- Adam Hall, Senior Vice President, Energy and Marine, who navigates his oil and gas clients through a changing risk climate and ensures a fluid and efficient claims process. Hall also received recognition as an “Under 40” honoree.
- Lee Hollmann, First Vice President, Energy and Marine, an energy expert who integrates large-scale risk management programs that increase efficiency and reduce cost.
- Brian Hudler, Senior Vice President, Energy and Marine, who provides proactive service to clients and addresses the widespread risk management implications of a changing business landscape. He also received recognition as an “Under 40” honoree.
- Joe Marchese, Senior Vice President, Employee Benefits, a 30-year employee benefits expert who delivers customized, cost-effective plans that provide maximum utility to his clients and their employees.
- Donald Molloy, First Vice President, Alliant Specialty Insurance Services, who brings an extensive background in insurance, underwriting, claims, and legal defense to a large portfolio of tribal nations clients.
- Kathy Phillips, Senior Vice President, Alliant Specialty Insurance Services, a 30-year parking industry expert providing comprehensive risk management and insurance solutions to parking and valet companies. Kathy also received recognition as a “Responsibility Leader” for her industry and community advocacy.
- Sean Waggoner, Executive Vice President, Employee Benefits, who employs his extensive background in underwriting and self-funded medical insurance to provide technical expertise and powerful solutions to his clients.
In addition to the nine winners, Bryant Eaton, First Vice President, Real Estate Group, was named a finalist in the real estate category.
The Risk & Insurance Power Broker Awards are an annual selection of the most effective and influential commercial insurance brokers. The Power Broker designation is based on nominations by brokers and risk managers, and is judged based on the quality of the application and on references by risk managers in each industry sector. Hundreds of risk managers and risk executives are interviewed in the process of identifying and soliciting, evaluating, and judging the nominees.
Sagewell Partners division establishes Southwest presence with hire of Dallas-based employee benefits consultant
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Tedd Klovstad has joined the company’s Sagewell Partners division as Director, Business Development. He will focus on providing value-added absence management, life, and disability benefits programs to midsized and large-market employers. The addition of Klovstad represents the Pittsburgh-based employee benefits provider’s foray into the Southwest region.
“The Southwest region, with its thriving energy and healthcare industries, represents an outstanding opportunity for us to expand our reach,” said David Osterhaus, Executive Vice President and Managing Director with Sagewell Partners. “Tedd’s strong technical expertise and extensive experience within these markets will enable us to deliver Sagewell’s proven mix of employee benefits solutions and consulting to these key growth areas.”
Klovstad joins Sagewell Partners with more than 15 years of experience as an employee benefits consultant. He has extensive expertise in the creation and implementation of absence management programs, including Family and Medical Leave Act (FMLA), and life and disability programs for healthcare and energy clients.
Prior to joining Alliant, Klovstad served as Vice President of Non-Medical Benefits for a Dallas-based employee benefits firm, where he managed and implemented absence management, income production, and productivity risk solutions for a diverse portfolio of clients. Additionally, he established and grew key strategic partnerships with carriers and third-party providers and built sophisticated audit and analysis tools for disability management, underwriting, and contractual management.
Klovstad received his Bachelor of Arts degree in speech communication from Colorado State University. He will be based in the Dallas office of Alliant.
Insurance veteran to oversee claims services platform for large contractor clients
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Chris DeBruin has joined the Alliant Construction Services Group as Vice President/Director of Claims. DeBruin will oversee the claims services platform for large contractor clients across the United States and serve as an advocate for clients with complex claims.
DeBruin has more than 20 years of experience in the legal, claims, insurance, and risk management fields. Throughout his career, he has worked with contractors on litigation matters, contract reviews, real estate transactions, collective bargaining agreements, insurance coverage issues, and enterprise risk management.
Prior to joining Alliant, DeBruin served as Vice President, Corporate Associate General Counsel for Suffolk Construction Company. Prior to this position, he was Suffolk’s Vice President of Risk Management. In 2012, the Boston Chamber of Commerce named DeBruin one of “Boston’s Future Leaders.”
DeBruin received his Bachelor of Arts degree from Elmira College and his Juris Doctorate from Massachusetts School of Law. DeBruin is an attorney licensed to practice law in the Commonwealth of Massachusetts and the First Circuit United States Federal Court. He will be based in the Boston office of Alliant.
Energy and Marine Group adds two veteran producers to its growing Houston team
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that its Energy and Marine Group has added two veteran producers to its Houston team. Executive Vice President Cran Fraser and Vice President Ted Dimitry will be responsible for business development and the delivery of insurance solutions to Alliant Energy and Marine’s growing list of clients.
“Cran and Ted bring a combined 50 years of experience servicing clients throughout key markets in the United States and abroad,” said John Ludwig, Executive Vice President and Managing Director of Alliant’s Energy and Marine Group. “This is one of many moves Alliant Energy and Marine will make in the coming months as we grow our practice. We are committed to all facets of the energy and marine business and will continue to acquire top-tier talent from around the industry.”
Fraser has extensive experience in the marketing, placement, and servicing of all lines of energy and marine insurance, including exploration, production, construction, shipping, and transportation. He also brings a global insurance perspective to Alliant, having handled placements in more than 30 countries throughout North America, Africa, Asia, The Middle East, The Caribbean, South America, and Europe. Prior to joining Alliant, he was head of the Houston office and Manager of the Energy and Marine Group for a global insurance brokerage.
Fraser holds a bachelor’s degree in business, finance, and marketing from Louisiana State University. He is a member of the Mariners Club (Ports of Houston and Louisiana), LAWS, and the Independent Petroleum Association of America.
Dimitry has expertise in the marketing, placement, and servicing of E&P companies, drilling contractors, and various other energy and marine-related companies. His client experience ranges from local small and midsized companies to large global corporations. Prior to joining Alliant, he served as Vice President with a Houston-based global insurance brokerage. In this role, he built an extensive book of energy and marine clients within the Houston insurance market.
Dimitry holds a bachelor’s degree from Washington and Lee University and an MBA from Rice University’s Jones Graduate School of Business. His growing list of accolades includes honors within the Houston Business Journal’s “Who’s Who in Energy” and “40 Under 40” features. He also serves as chairman of the Houston Marine Insurance Seminar.
Northern California consultants to service growing portfolio of large-to-midsized clients
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that its Employee Benefits Group
has added two seasoned benefits consultants to its San Francisco office. Senior Vice President Marian Stahl and First Vice President Kevin Mogan will design and manage employee benefits solutions for a growing portfolio of large-to-midsized clients throughout Northern California.
“Marian and Kevin each have more than 20 years of experience providing scalable employee benefits solutions to accommodate the evolving needs of businesses as local firms continue to experience unprecedented growth,” said Bret Goodman, Executive Vice President and Managing Director – Benefits. “Their diverse skills and keen insight into the technology and nonprofit sectors will be essential to Alliant’s growth in the Bay Area.”
Stahl has a depth of expertise in business development, consulting, problem solving, customer service, and account management. Prior to joining Alliant, she served as Senior Vice President with a Northern California-based employee benefits provider. There, she designed and implemented scalable employee benefits solutions for large-to-midsized technology companies. She also has extensive corporate experience as a human resources executive overseeing compensation and employee benefits.
Stahl is a Certified Employee Benefits Specialist and holds a bachelor’s degree from Western Illinois University and a master’s degree in human resources from Golden Gate University. Locally, she is an active member of the San Jose Rotary Club and a graduate of the Community Leadership San Jose/Silicon Valley Program.
Mogan has expertise in strategic planning, benefit plan design, and mergers and acquisitions. Prior to joining Alliant, he served as Vice President and Team Leader with a Northern California-based employee benefits provider. In this position, he worked with some of the Bay Area’s fastest-growing technology companies to deliver employee benefits solutions to accommodate changing workforce dynamics.
Mogan holds a bachelor’s degree in finance and financial management services from California Polytechnic University, San Luis Obispo.
National insurance brokerage to expand presence through the acquisition of three specialty MGAs
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has entered into an agreement to acquire QBE US Agencies, a family of three specialty-focused managing general agents (MGAs) serving the community association, transportation, and earthquake markets.
“This acquisition marks a significant milestone in the continued expansion of Alliant’s MGA and program administrator business,” said Tom Corbett, Chairman and CEO of Alliant. “QBE US Agencies’ MGAs have a longstanding track record of targeted market expertise, proven carrier relationships, and strong growth prospects.”
QBE US Agencies will join Alliant subsidiary Alliant Specialty Insurance Services (ASIS), the company’s MGA and program administrator. Under the leadership of President Sean McConlogue, ASIS partners with an expansive network of retail agents across the country to distribute its various products to a broad base of middle-market clients.
The three MGAs of QBE US Agencies include:
- Community Association Underwriters of America (CAU): Founded in 1989, CAU is one of the nation’s largest insurance providers serving community associations, residential and office condominiums, cooperative apartments, and homeowners associations. CAU is headquartered in Newtown, Pa. and offers property, casualty, fidelity, D&O, general liability, and ancillary products.
- Deep South Insurance Services: Founded in 1967, Deep South specializes in the delivery of commercial insurance products to the transportation market. Headquartered in Irving, Texas, Deep South underwrites transportation business throughout the southeastern and southwestern United States. Product coverages include commercial auto, trucking, general liability, inland marine, crime, and commercial property.
- SIU Managers: SIU Managers is a Glendale, Calif.-based MGA specializing in the earthquake/difference in conditions (DIC) market. Founded in 1999, SIU underwrites coverage for condominiums, commercial dwellings, and high-value dwellings throughout the United States.
“This partnership unlocks great growth potential for each of the QBE US Agencies’ MGAs and our long-tenured professionals,” said Tracy Bowden, Head of QBE US Agencies. “Alliant’s depth of resources, national reach, and sound underwriting infrastructure will enable us to provide an even higher level of service to the national network of producers and clients within our target markets.”
According to QBE North America CEO Dave Duclos, the partnership will foster the expansion of the three MGAs and enhance their value proposition. “Alliant’s reach and expertise will support the growth and expansion of these MGAs. QBE maintains a strong commitment to these programs and is excited to remain the major market for them as they provide quality products and services to their retail agent network and customers.”
The executive leadership team of CAU, Deep South, and SIU will continue to operate the company under their existing names. In addition, the client services and business development teams of the three companies will remain in place. Terms of the acquisition were not disclosed.
Arky to oversee casualty underwriting department of company’s Tribal First group
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Nancy Arky has joined the company’s Tribal First group as Casualty Underwriting Manager. She will oversee Tribal First’s casualty underwriting department, including the management of staff, coordination of sales distribution, and establishment of underwriting strategies. Arky will play an integral role in facilitating Tribal First’s continued growth and innovation as Native America’s largest provider of insurance solutions.
“Nancy brings extensive property and casualty experience coupled with an in-depth knowledge of the tribal insurance marketplace,” said Sean McConlogue, President of Tribal First. “Her strength in management, marketing, sales, and carrier relations will be essential to enhancing Tribal First’s best-in-class service capabilities across our growing network of co-broker partnerships.”
The veteran underwriter has extensive experience in program design and implementation and has consistently exceeded goals for portfolio growth and profitability. Prior to joining Alliant, she was Senior Vice President of Underwriting for a Denver-based insurance provider where she led a team of underwriters, oversaw the implementation of high-level service standards, and implemented procedures to meet internal and external compliance objectives.
Arky received her bachelor’s degree in marketing and management from the University of Iowa and has completed continuing education courses in leadership and sales and holds a GE Green Belt Certification. She will be located in the Denver office of Alliant.
Third Northeast benefits acquisition of the year expands Alliant’s presence within the region
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has acquired American Benefits Consulting (ABC), a leading employee benefits consulting firm with offices in New York and Pennsylvania. This marks Alliant’s third employee benefits acquisition in the Northeast region during the calendar year.
“ABC joins us with a long history of success, proven service platform, and an extensive roster of national and multinational clients,” said Tom Corbett, Chairman and CEO of Alliant. “This acquisition, combined with our additional activities in the region, positions Alliant to further expand the reach and influence of our growing Employee Benefits Group.”
Founded in 1979, ABC provides integrated employee benefits consulting services across four core business segments: voluntary benefits, group insurance, executive benefits, and international benefits. The firm delivers strategic benefits solutions focused on employee retention and cost reduction to a national roster consisting primarily of Fortune 500 companies.
ABC is headed by Peter Worth, who joins Alliant as Vice Chairman, Employee Benefits. The four additional principals, Eric Levy, Craig Guiffre, Jeffrey Jones, and Paul Connolly, will join Alliant as Senior Vice Presidents, Employee Benefits. According to the ABC executive team, the partnership with Alliant is based on a continued commitment to excellence and on the objective of designing and negotiating customized employee benefits programs to help clients remain competitive.
“ABC was started by developing innovative solutions for large companies that, in many cases, have effectively changed the corporate marketplace,” said Worth. “Our clients rely on us to provide proactive consulting and negotiating talent that is built around their business model. Alliant shares this approach and will provide valuable resources and relationships to ensure that our client base continues to grow and receive the most cost-effective and innovative benefits solutions in the market.”
ABC joins Alliant with an extensive voluntary benefits technology platform dedicated to client communications, security and compliance, and program efficiencies. Its staff of approximately 50 employees has diverse expertise in actuarial science, underwriting, and plan administration.
The acquisition marks the continued expansion of Alliant’s employee benefits footprint within the Northeast region. In 2014, Alliant acquired Sagewell Partners of Pittsburgh and The Camps Group of New York. Alliant is proactively seeking additional acquisition opportunities for both its employee benefits and property and casualty business in strategic markets throughout the U.S.
ABC’s executive team, client services team, and business development team will remain in place following the acquisition. Terms of the acquisition were not disclosed.