Employee benefits specialist brings expertise in large market healthcare, Affordable Care Act, Accountable Care Organizations
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Chad Schulz has joined the company’s Employee Benefits Group as First Vice President, where he will focus on market development. The Seattle-based benefits specialist brings extensive experience in large market healthcare, Affordable Care Act (ACA), and Accountable Care Organizations (ACO) to Alliant’s growing Northwest practice.
“The landscape of healthcare delivery systems is rapidly changing,” said Steve DiPietro, Managing Director, Benefits – Northwest. “Chad will leverage his broad-based expertise and strong knowledge of the Northwest market to deliver leading-edge benefits solutions that help our clients adapt to this new reality.”
With more than 13 years of business development and consulting experience, Schulz has worked with a broad range of clients spanning entrepreneurial start-ups and not-for-profit organizations to Global 100 corporations. Prior to joining Alliant, Schulz was a Principal in the Seattle office of a global employee benefits consulting firm, where he served as Business Development Leader for Western Washington and Idaho.
He holds an MBA in finance from the Daniels College of Business at the University of Denver and a bachelor’s degree in political science from DePauw University.
He will be based in the Seattle office of Alliant.
Alliant Construction Services Group to manage the Federal Contract Tower Insurance Program
Newport Beach, CA - Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, announced its Construction Services Group has been selected by the Federal Aviation Administration (FAA) to manage aviation brokerage services for the Federal Contract Tower (FCT). The FAA FCT currently oversees 252 air traffic control towers, including six National Guard sites, throughout the United States.
“We are excited to work with the FAA, the 252 FCT facilities, their program vendors, and contractors to ensure the FCT program is effectively and thoroughly designed,” said Regina Carter, Senior Vice President, Alliant Insurance Services. “Our team is well equipped to handle the complex program and provide a comprehensive risk management program for the FCT.”
Alliant is to design, broker, and implement the control tower liability insurance and risk management program on behalf of the FCT. Alliant will support the FCT and work with Kim Curry, Manager, Contract Operations Group, Air Traffic Services (ATS) and FCT to deliver program and risk management services.
All inquiries about the FCT Tower Insurance Program are to be directed to Regina Carter at Regina.Carter@alliant.com
or (415) 990-0169.
Skilled risk advisor adds recognized insurance leadership to Construction Services Group
NEWPORT BEACH, CA — Alliant Insurance Services
, the nation’s largest specialty insurance brokerage firm, has announced that Rick Shamis has joined its Construction Services Group as Senior Vice President. Shamis is widely considered one of the industry’s most talented and highly regarded construction risk advisors.
“Rick’s ability to partner successfully with clients to craft one-of-a-kind risk programs highlights Alliant’s commitment to hiring top talent from across the country,” commented Peter Arkley, Senior Managing Director, Alliant Insurance Services.
Shamis will be responsible for coordinating the delivery of construction risk management products and services to clients and prospects throughout the United States. He will provide “state of the art” risk advice to Alliant’s contractor clients, including coverage enhancements and innovative insurance program design.
Shamis brings 30 years of experience in property and casualty marketing, servicing, and troubleshooting for both national and international construction firms. He works closely with risk management and finance departments to ensure projects are completed safely and on time. He is a frequent speaker at the IRMI Construction Risk Conference and received the International Risk Management Institute’s (IRMI) “Words of Wisdom” Award for his academic leadership in the advancement of insurance education. Shamis received his bachelor’s degree in business administration from Northern State University and holds a Chartered Property Casualty Underwriter designation.
Joining Shamis at Alliant as First Vice President is Kathleen Semler, who has 30 years of experience in property and casualty marketing, account servicing, claims advocacy, and complex project placement for national and foreign-based construction firms. She will be responsible for managing accounts, servicing and delivering coverage enhancements, and delivering unique program design structures.
Shamis and Semler will be based in the Chicago office of Alliant.
National insurance brokerage closes third strategic transaction within the region in seven months
NEWPORT BEACH, CA — Alliant Insurance Services
, the nation’s largest specialty insurance brokerage firm, has acquired North Idaho Insurance
, a regional insurance agency providing personal lines, commercial lines, and employee benefits products and services to clients throughout the Inland Northwest. This marks Alliant’s third strategic transaction within the region in seven months.
“Alliant is dedicated to establishing a leadership position in the Inland Northwest,” said Tom Corbett, Chairman and CEO of Alliant. “North Idaho Insurance, with its proven track record of success and strong regional perspective, affirms our commitment to being the insurance partner of choice for clients in Eastern Washington and Northern Idaho as we continue our proactive expansion campaign.”
Founded in 1978, North Idaho Insurance is among the larger independent agencies in the region. The Standpoint, Idaho firm provides a full spectrum of personal and commercial insurance solutions, with key coverages including workers’ compensation, general liability, commercial property, inland marine, public entity, and others. North Idaho Insurance also offers health and life insurance plans for both individuals and businesses.
North Idaho Insurance 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.
“North Idaho Insurance is a regional insurance leader committed to addressing the unique risks and exposures faced by rural clients,” said Sean McConlogue, President, Alliant Americas. “As we continue to expand our footprint in the Inland Northwest, we are looking to partner with firms like North Idaho Insurance, which share our vision for excellence in local service.”
North Idaho Insurance is headed by Managing Agent Mike Mahoney, who will join Alliant as Vice President.
“This partnership will enable us to maintain our targeted focus on serving the local community, while benefiting from the power and strength of Alliant’s national platform.” said Mahoney. “This provides us with the expanded resources and strength to offer a level of service and sophistication never before seen in rural communities.”
This transaction continues Alliant’s ongoing expansion campaign within the Inland Northwest Region. 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.
North Idaho Insurance will continue to operate under its current name and brand. Terms of the agreement were not disclosed.
Prestigious award recognizes the top construction projects in the country
NEWPORT BEACH, CA — Alliant Insurance Services and the Associated General Contractors of America (AGC) announced the winners of the 2015 Alliant Build America Awards.
The Alliant Build America Awards highlight the nation’s most significant construction projects. A panel of judges representing all areas of construction evaluates an impressive number of submissions every year, assessing each project’s complexity, use of innovative construction techniques, and client satisfaction, among other criteria. The awards, which were announced during the association’s annual convention in San Juan, Puerto Rico, are considered by many to be the most prestigious recognition of construction accomplishments in the U.S.
“These extraordinary projects represent the best of our industry and demonstrate how contractors continue to inspire us with their craft and skill,” said Peter Arkley, Senior Managing Director, Alliant Insurance Services. “We congratulate this year’s winners – including Alliant clients Clark Construction and Skanska USA Building Inc. – as well as all of the other nominees for their commitment to excellence. These world-class projects are a source of pride for their local communities and bring jobs to the region, and we are honored to be associated with the Build America Awards.”
“These projects demonstrate the qualities that have made the construction industry great: hard work, ingenuity, and world-class skill,” said Stephen S. Sandherr, Chief Executive Officer of the Associated General Contractors of America. “Contractors like these are not only building exceptional projects; they’re building a better, more prosperous America.”
Clark Construction’s Los Angeles Hall of Justice was one of the most significant construction projects of 2014, receiving the award for Best Building Renovation between $11 million to $199 million. Originally constructed in 1925, the Hall of Justice in Downtown Los Angeles was damaged by a 1994 earthquake and, for nearly 20 years, sat practically dormant and unsound for continued occupation. Clark Construction Group began work to rebuild the structure that included a complete structural retrofit, intricate historic restoration, and complete tenant improvement, as well as a new 1,000-car parking structure for building occupants. To accommodate a modern office building environment, the 11th and 13th floors of the building were removed to allow for double-height spaces, harnessing natural light. Clark delivered a modern, LEED Gold certified facility that maintained the building’s historic elements on schedule and within budget.
Skanska USA Building Inc. received the Best Building Renovation Over $200 million award for its work on the Harvard Art Museums in Cambridge, Mass. The expansion and renovation of the Harvard Fogg Museum, located on the Harvard University Campus, was both complex and historically significant. Work involved the selective demolition of the 1927 historic structure, including all mechanical, engineering, and plumbing systems and the removal of five separate additions, while historic façades, travertine stonework, and columns replicating a 15th century Italian piazza were all protected in place. The team at Skanska not only restored the original façade and courtyard, but constructed a 130,000-square-foot new addition. In addition to increasing the gallery space, providing multiple upgrades and several building code updates, the project and its end result stayed true to the museum’s original mission to remain a teaching museum and allow unrestricted access to the artwork on display. The four-year project was completed on schedule and on budget.
The first annual Alliant Build America Scholarship Program
was also announced at the conference. The scholarship is given to students seeking degrees in construction management, construction science and management, or construction engineering. Each year, up to 20 students will be awarded the Alliant Scholarship.
A full list of the Alliant Build America Award winners is available here
and pictures of the winners are available here
Paget to work with commercial contractors throughout the Northwest region
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that surety veteran Nick Paget has joined the company’s Moloney O’Neill division as First Vice President. In this position, he will work with commercial contractors throughout the Northwest region to meet their surety bonding needs.
“Nick is one of the Northwest’s foremost surety experts,” said Dan Romain, Executive Vice President, Moloney O’Neill. “As a vital member of the Moloney O’Neill team, he will work to design and develop programs that provide our clients access to the diverse market and long-established relationships Alliant enjoys with a range of major surety companies.”
Paget has nearly two decades of experience in the surety bond industry and brings a breadth of strategic alliances in the banking and construction industries that add significant value to servicing clients. Prior to joining Alliant, he was Vice President for surety with a regional firm providing insurance bonds, financial services, and employee benefits to clients throughout the Western United States.
Paget is an active member of the Associated General Contractors (AGC), the Associated Builders & Contractors (ABC), the Construction Financial Management Association (CFMA), and the National Association of Surety Bond Producers (NASBP).
He will be based in the Spokane, Wash. office of Alliant.
Scholarship to benefit students pursuing construction degrees
NEWPORT BEACH, CA — Alliant Insurance Services
, the nation’s largest specialty insurance brokerage firm, and the Associated General Contractors of America (AGC)
have announced the formation of the Alliant Build America Scholarship. The scholarship, announced at the AGC annual convention, is for students seeking undergraduate and advanced degrees in construction management, construction science and management, or construction engineering. The scholarship is available to students at any stage of their construction education.
“We are focused on encouraging as many students as possible to pursue an education in construction science and construction project management,” said Peter Arkley, Senior Managing Director, Alliant Insurance Services. “It is our goal to provide scholarships for 10 to 20 students each year. Helping to infuse new talent with an education in construction engineering and management into construction firms around the country is a part of our commitment to the contracting community.”
The private, direct scholarship is designed to make a significant difference for students planning a career in the construction industry. Applicants for the Alliant Build America Scholarship are required to complete an online application (scholarship.agc.org) and an in-person interview with a local AGC contractor. The online application process starts on April 1, 2015 with a deadline of November 2, 2015.
The AGC Education and Research Foundation reviews candidates’ applications for the Alliant Build America Scholarship and selects the scholarship recipients. In support of returning members of the military, veterans of the United States armed forces receive special consideration.
Stephen Sandherr, Chief Executive Officer of AGC of America remarked, “Many previous recipients of AGC Foundation scholarships are playing a significant role in construction firms around the country. By enhancing its partnership with AGC, Alliant is investing in the future of construction in America.”
About the AGC
The Associated General Contractors of America (AGC) is the leading association for the construction industry. AGC represents more than 26,000 firms, including over 6,500 of America’s leading general contractors, and over 9,000 specialty-contracting firms. More than 10,500 service providers and suppliers are associated with AGC through a nationwide network of chapters. Visit the AGC website at www.agc.org
About the AGC Education and Research Foundation
The AGC Education and Research Foundation (AGCERF) was founded in 1968 by visionary leaders within the AGC of America whose commitment to education and professionalism inspired them to create a scholarship and scholarly research arm of the association. The Foundation has awarded close to 4,000 scholarships totaling $10 million since 1970.
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.