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September 17
​Alliant Adds John Riley to Northeast P&C Team

White Plains, NY-based insurance veteran bring strength in manufacturing, supply chain management to growing practice

NEWPORT BEACH, CA — John Riley has joined Alliant as Vice President within the firm’s White Plains, NY office. As part of the firm’s growing Northeast P&C team, Riley will service a diverse portfolio of clients with operations in the Northeast and across the globe.

“John is highly regarded for his breadth of expertise and depth of service,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His targeted experience in manufacturing combined with his ability to identify and mitigate international exposures will serve as a significant asset to clients across a range of industries.”

Over two decades in the industry, Riley has emerged as one of the manufacturing sector’s foremost risk and insurance experts, specializing in risk management for temperature sensitive goods. His deep experience managing risks across the global supply chain has served as an asset for clients with domestic and international exposures.

Prior to joining Alliant, Riley was Regional Director (Northeast) with a global insurance brokerage and consulting firm. He received his bachelor’s degree in finance and financial management services from Johnson & Wales University. Riley is also a recipient of the 2019 Power Broker® designation from Risk & Insurance.

Riley can be reached in the White Plains office of Alliant at (914) 220-5841 or via email at John.Riley@alliant.com.

September 16
​American Benefits Consulting’s Jay Koppisety Named Technology Adviser of the Year by Employee Benefit Adviser

Koppisety recognized for innovation in platform development, system efficiencies, analytics, and client communication

NEWPORT BEACH, CA — Jay Koppisety of Alliant’s American Benefits Consulting (ABC) division has received one of the benefits world’s most prestigious awards from Employee Benefit Adviser: Technology Adviser of the Year. As ABC’s Chief Information Officer and Director of Technology for Alliant Employee Benefits’ Voluntary Benefits Practice, Koppisety has unleashed a wave of innovations that have moved the organization forward in the areas of platform development, system efficiencies, analytics, and client communications.

“Jay’s strong technical background and critical thinking is guided by a unique vision that has enabled him to deliver some truly game-changing solutions,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “It is this ability to understand complex issues, develop solutions that meet multiple levels of expectation, and then deliver real answers that makes him a high-value player both for our team and the diverse clients we service.”

Chief among Koppisety’s recent achievements is development of an innovative new platform for the delivery of voluntary benefits in the middle market. While leveraging ABC's existing platform for the large market, the new design delivers a full range of functionalities critical for firms with fewer employees but no fewer needs. In addition to overseeing voluntary benefits platforms for multiple market segments, Koppisety has developed several benefits technologies that have contributed significant revenue and operational and marketing efficiencies.

Employee Benefit Adviser’s Adviser of the Year awards recognize outstanding service to group benefit plan sponsors by their brokers or advisers. They seek to honor not just sales performance but other factors that determine advisers’ true value to their clients as trusted advisers across five categories: Employee Benefit Adviser of the Year, Retirement Plan Adviser of the Year, Voluntary Benefits Adviser of the Year, Wellness Adviser of the Year, and Technology Adviser of the Year.

September 12
​Alliant Formalizes Mergers & Acquisitions Group

Jonathan Gilbert, Senior Vice President, tapped to lead newly established Alliant Specialty vertical

NEWPORT BEACH, CA — Alliant Insurance Services has announced the formation of a new brokerage service vertical, Alliant Mergers & Acquisitions. Falling under the Alliant Specialty retail umbrella, Alliant Mergers & Acquisitions will provide expertise to private equity firms and alternative asset investors to ensure transactions are executed properly and with the right risk management techniques.

“In the last decade, there has been considerable investment by private equity firms in specialty industries, especially within aviation, energy, healthcare, and life sciences,” said Peter Arkley, President, Alliant Specialty. “By combining our talented M&A team with our presence as the largest specialty broker, Alliant truly sets the bar at a level higher than our competition can jump.”

Headquartered in New York City with team members across the country, the Alliant Mergers & Acquisitions group has collectively worked on over 10,000 transactions and serves over 150 private equity firms. Alliant services include comprehensive pre-close due diligence, transactional risk placements, brokerage services to portfolio companies, and development of procurement initiatives.

“I am excited to be leading the charge for Alliant,” said Jonathan Gilbert, Senior Vice President. “Our team understands and is committed to the M&A community and Alliant provides an excellent place for us to continue to thrive under this formalized department and provide exceptional service to our clients.”

September 06
Portland’s Peter Seeley Joins Alliant’s Growing Northwest Benefits Team

Benefits consultant to provide unique perspective, in-depth analysis to a diverse client base

NEWPORT BEACH, CA — Peter Seeley has joined Alliant as Vice President within its Employee Benefits Group. The Portland, OR-based benefits consultant will design and deploy a full range of customized benefits solutions to a diverse client base as Alliant continues to add top talent to its growing Northwest benefits team.

“Peter brings a unique perspective to Alliant that enables him to serve as a powerful intermediary between the employer and the carrier,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His strong local knowledge and long tenure in the healthcare space will provide a powerful advantage to our team and the broad base of clients we serve.”

Seeley joins Alliant with a robust base of skills and expertise that includes experience with some of the nation’s largest healthcare providers. He leverages this unique background to perform in-depth analyses and deliver health and wellness solutions that position employers for a healthy and profitable future.

Prior to joining Alliant, Seeley was a Senior Business Planner and Business Development Manager within the Portland branch of a national health plan. He received his bachelor’s degree from the University of Oregon’s School of Journalism and Communication.

He can be reached in the Portland office of Alliant at (503) 542-1122 or at Peter.Seeley@alliant.com.

August 21
​Alliant Adds Beltway Insurance Expert John Shaffer, III

Property and casualty specialist will service a diverse and growing portfolio of Mid-Atlantic clients

NEWPORT BEACH, CA — Alliant has added Beltway insurance expert John Shaffer, III to its growing Mid-Atlantic team. The Bethesda, MD-based property and casualty specialist will serve as Senior Vice President, designing and delivering a full range of insurance and risk management solutions to clients throughout the region as Alliant continues to expand its presence.

“John joins Alliant with a deep and intimate knowledge of the unique market dynamics of the region and is highly adept at identifying and mitigating industry-specific risks,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His combination of proactive service and strategic thinking will be a tremendous asset to our team going forward as we continue to grow our reach and capabilities in the Mid-Atlantic region.”

Shaffer is a dynamic and innovative insurance expert who is highly regarded for delivering strategic solutions that address an organization’s total risk picture. He has experience servicing a breadth of industries, consistently delivering highly customized and results-driven solutions.

Prior to joining Alliant, Shaffer was Vice President with a national commercial insurance and financial services company. He attended Towson University and is a longtime resident of the D.C. Metro area.

He can be reached in the Bethesda, MD office of Alliant at (301) 263-6617 or at John.Shaffer@alliant.com.

August 20
​Arrival of Chris Spofford Bolsters Alliant’s Albany Team

Property and casualty veteran offers strong regional expertise and diverse technical background to growing Upstate New York team

NEWPORT BEACH, CA — Alliant continues to grow and strengthen its presence in Albany, NY with the addition of Vice President Chris Spofford. The longstanding property and casualty specialist will leverage his regional expertise and strong technical background to deliver a full range of insurance and risk management solutions to clients throughout the Northeast region.

“Alliant is focused on growing our presence in the Albany market by providing leading-edge risk and insurance solutions delivered by the top talent in the region,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Chris is a proven commodity in the area and is highly regarded for combining powerful service and strong industry knowledge to move his clients forward.”

A seasoned industry veteran, Spofford has more than 25 years of experience in the insurance business, including expertise in claims, risk management, brokerage, and consulting. His diverse client experience includes individuals, organizations, and businesses spanning a broad array of industries and disciplines.

Prior to joining Alliant, Spofford was Account Executive with an Albany-based insurance brokerage firm. He holds a bachelor’s degree in political science from The State University of New York at Plattsburgh.

He can be reached in the Albany office of Alliant at (518) 362-1570 or at Chris.Spofford@alliant.com.

August 13
​Alliant Expands Midwest Benefits Presence with Acquisition of InvisionBenefit

Illinois Employee Benefits and Consulting firm brings broad service profile and national reach under the Alliant banner 

NEWPORT BEACH, CA — Alliant has acquired Northern Illinois-based InvisionBenefit. As part of the company’s Employee Benefits Group, InvisionBenefit will further expand Alliant’s Midwest benefits presence while bringing a broad array of benefits, consulting, and advisory services under the Alliant banner.

“InvisionBenefit stands apart in the industry by combining a relationship-driven service model with an extremely broad spectrum of capabilities,” said Tom Corbett, Chairman and CEO of Alliant. “The addition of the Invision team to Alliant further solidifies our commitment to offering clients a truly comprehensive service experience that strengthens both the business and the workforce.”

Founded in 2000, InvisionBenefit serves as a broker, consultant, and administrator, offering a full range of employee benefits, human resources consulting, enrollment, and advisory services. In addition to servicing clients in the Midwest region, InvisionBenefit has a national scope of service and presence in all 50 states. The company works closely with clients from a broad range of industries and is highly regarded for its ability to combine diverse products and services to deliver highly customized programs built around unique organizational and employee needs.

“For nearly 20 years, InvisionBenefit has operated according to a service-first approach that places the client at the center of everything we do,” said Marko Castillo, Founder and Managing Principal of InvisionBenefit. “By wielding Alliant’s leading-edge technologies, deep resources, and national platform, we stand positioned to expand our capabilities, while maintaining our commitment to hands-on, personal service.”

Castillo, along with the entire InvisionBenefit team, will join Alliant and continue serving clients nationwide from its Lake in the Hills, IL headquarters. Terms of the agreement were not disclosed.

August 08
​Alliant Boosts Analytics Offerings for Public Entity Clients

Dan Madej named Practice Leader of newly formed Public Entity Analytics Practice

NEWPORT BEACH, CA — Alliant Insurance Services has announced Dan Madej has joined the company as Senior Vice President, Public Entity. Madej will serve as the Practice Leader for the Public Entity Analytics Practice, a subdivision of Alliant Public Entity. Based in Alliant’s Chicago office, Madej will provide tools and services to complement Alliant’s leading position in the public entity segment, providing risk financing and risk transfer solutions to pools.

“Dan’s extensive reinsurance expertise and his dedication solely to the public entity pooling sector provides immense value for our public entity clients,” said Dan Howell, Senior Executive Vice President, Managing Director, Public Entity. “We are excited to put Dan’s expertise to good use, developing advanced analytics offerings and tools for our clients. We are always improving and evolving in an effort to provide the best possible solutions for our clients, and Dan is here to help us continue on that mission.”

With 20 years of experience, Madej is regarded for his reinsurance know-how working with commercial carriers and public entity pools, including actuarially-based reinsurance structure design and pricing, catastrophe modeling, and exposure management tools. Prior to joining Alliant, Madej was Senior Vice President at a global brokerage firm.

Madej holds a bachelor’s degree in insurance and risk management from Indiana State University and an Associate of Reinsurance (ARe™) designation from the American Institute for Chartered Property Casualty Underwriters. He can be reached at (312) 320-8437 or at Dan.Madej@alliant.com.

August 06
​Alliant Strengthens Southwest Presence, Acquires Fred Daniel & Sons

Oklahoma insurance institution caps off a century of success by joining Alliant

NEWPORT BEACH, CA — Alliant has added one of Oklahoma’s longest-standing names in insurance to its Southwest operations with its acquisition of Fred Daniel & Sons. The Tulsa-based insurance institution brings nearly 100 years of experience and a legacy of excellence in commercial and personal insurance under the Alliant banner.

“Since 1920, Fred Daniel & Sons has built its reputation for leadership through a meticulous approach to building and growing relationships among its clients and carriers,” said Tom Corbett, Chairman and CEO of Alliant. “This combination of local knowledge and proven results will provide Alliant with a powerful platform for growth in Oklahoma while adding new resources and expertise to our regional operations.”

Currently in its third generation of leadership, Fred Daniel & Sons provides a full range of insurance and consulting services that includes commercial lines, personal lines, and employee benefits. Underpinning the firm’s broad service profile is a century-long commitment to relationships, with some client relationships exceeding 50 years. Fred Daniel & Sons clients span a broad array of industries, many with operations across the United States. The firm has affiliations with some of the industry’s most financially stable carriers.

“My grandfather founded Fred Daniel & Sons on a simple commitment: to provide extraordinary service and always operate with your clients’ best interests at heart,” said the firm’s Owner and President Fred Daniel III. “Joining Alliant furthers this commitment and provides access to innovative new resources, services, and ideas that will only strengthen our offerings as we embark on our second century of service.”

Daniel III, along with the entire Fred Daniel & Sons team, will join Alliant and continue serving clients nationwide from its Tulsa offices. Terms of the agreement were not disclosed.

July 25
​San Francisco Employee Benefits Expert Michelle Droz Joins Alliant

Longtime benefits consultant brings 25-year track record of customization and innovation to Bay Area benefits team

NEWPORT BEACH, CA — San Francisco’s Michelle Droz has joined Alliant, bringing her 25-year track record of customization, innovation, and value to the company’s growing Bay Area benefits team. In her position as Vice President within Alliant’s Employee Benefits Group, Droz will design and deliver tailored benefits solutions to clients across a range of industries.

“Bay Area clients have highly unique benefits needs and require a partner with experience delivering innovative solutions that drive long-term results,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Michelle’s regional expertise and ability to evolve and adapt to changing client needs will play an essential role in our continued growth in the region.”

Droz has earned high regard for her ability to design and deliver benefits solutions that proactively address all elements of the organization and place employee wellbeing at the forefront. Prior to joining Alliant, Droz was Partner and Senior Vice President within the San Francisco office of a full-service regional insurance and employee benefits consulting firm.

Droz is a noted speaker, advocate, and philanthropist who is actively involved in a variety of causes. She attended Golden Gate University.

Droz can be reached in the San Francisco office of Alliant at (415) 733-7086 or at Michelle.Droz@alliant.com.

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