Graham and Martin honored for exceptional client service within the construction and healthcare industries
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Senior Vice Presidents Craig Graham and Donald Martin have received the designation of Power Broker by Risk & Insurance. Graham and Martin were honored for their creativity in solving risk-related problems, depth of industry knowledge, and high level of client service. Graham was honored in the construction category, while Martin was recognized for excellence in healthcare.
“Alliant’s producers are highly regarded for their ability to go beyond insurance brokerage and serve as client advocates,” said Tom Corbett, Chairman and CEO of Alliant. “Craig and Don received this prestigious honor for developing an extensive understanding of their clients’ industries, the business climate, and the risk environment. This approach enabled them to discover new and innovative solutions to both protect their clients and reduce insurance costs in a competitive market.”
Graham, Senior Vice President with Alliant Construction Services Group, was honored for his work in securing an “unheard-of deal” for a contractor that is building a tunnel and constructing several high-rise buildings at a New York rail yard. Graham used creative solutions to structure a program that maximized coverage for both projects, while keeping costs at a minimum.
Martin, Senior Vice President with Alliant Healthcare Solutions, the firm’s national healthcare practice, was recognized for delivering dramatic savings to a large specialty children’s hospital in the first year of the contract. His exhaustive program review uncovered numerous opportunities to improve the program, reducing costs by 19 percent.
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.
22-year veteran to focus on creating new programs, expanding Alliant’s presence in the education sector
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Tom Boobar has joined the company’s Public Entity Group as Vice President. The education specialist will focus on creating integrated insurance programs for K-12 institutions throughout the United States, expanding Alliant’s presence in this growing sector. He will also serve as practice leader servicing charter schools.
Boobar joins Alliant with 22 years of experience in risk management and insurance with a targeted expertise in education. During his career, he has successfully launched a joint powers authority pool and facilitated its growth to 550 member locations. He also created a national school insurance program, growing it to cover more than 500 member locations in 32 states.
“Tom is among the insurance industry’s foremost education experts,” said Daniel Howell, Managing Director, Public Entity Group. “He has extensive experience identifying underserved areas of the market and designing highly scalable insurance programs that provide an extensive layer of protection against the unique risks and exposures faced by educational institutions.”
Tom holds Bachelor of Science and Master of Science degrees in environmental and occupational health from California State University, Northridge and a Master of Business Administration in finance from Pepperdine University’s George L. Graziadio School of Business and Management.
He will be based in the Newport Beach, CA, office of Alliant.
Energy and Marine Group Vice President honored for excellence in delivering innovative insurance solutions to the energy sector
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has announced that Brian Hudler, First Vice President with the firm’s Energy and Marine Group, has been named one of Oil and Gas Investor’s “Twenty Under 40.” Hudler was recognized for designing and implementing innovative insurance programs for a diverse array of energy companies.
“Brian is among the most dynamic and successful young professionals servicing the energy industry,” said John Ludwig, Executive Vice President and Managing Director of Alliant’s Energy and Marine Group. “He has built a sterling reputation throughout the industry for his ability to structure programs that cover all facets of our clients’ business, including operations, transactions, acquisitions, divestitures, and other risk events.”
Hudler, who works directly with midstream, upstream, and service operators, attributes his success to building long-term client relationships. “We pride ourselves on keeping customers for a long time. It has been a pleasure to create a growing list of people who I trust and are willing to refer me to others,” says Hudler. “I always remember that it’s not about service, but serving others.”
Hudler was also instrumental in the merger that brought his prior company, EnRisk, under the Alliant umbrella. The alliance helped propel the company into one of the largest and most diversified insurance practices in the energy insurance and risk management space.
Oil and Gas Investor’s “Twenty Under 40” list honors young energy professionals under the age of 40 who have demonstrated an entrepreneurial spirit, creative energy, and intellectual skills that set them apart in the industry.
New organization to aggressively grow middle-market presence through strategic acquisitions and investments
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has launched Alliant Americas, signifying an aggressive growth strategy for its commercial business. The new organization will expand Alliant’s middle market presence through strategic acquisitions and investments.
“The goal of Alliant Americas is to create a new standard of excellence in middle market insurance solutions,” said Tom Corbett, Chairman and CEO of Alliant. “The initiative will focus on the acquisition of robust organizations with a shared entrepreneurial culture and value system. This expansion strategy will be built upon the foundation of our existing middle-market business, which stands in a position of great strength.”
Alliant Americas’ acquisition criteria will place a high value on companies in populous areas throughout the United States with a proven history of growth and a strong management team. The organization will be led by Sean McConlogue, who will serve as President of Alliant Americas and be responsible for the strategic direction and leadership of the group. McConlogue currently serves as President of Alliant Specialty Insurance Services (ASIS) and will continue in this role.
According to McConlogue, Alliant Americas represents a partnership opportunity that is unique in the marketplace.
“Alliant Americas will provide a ‘ground-floor’ opportunity for mid-sized agencies to partner with a growing and influential organization that combines the best in service, expertise, and innovation,” he said. “This creates a strong value proposition for their client base and access to the capital, sophistication, program relationships, and resources to propel their business to new levels of success.”
McConlogue will be supported by Alliant’s corporate team, which will play a significant role in leading mergers and acquisitions as well as post-closing integration.
“Alliant Americas is being built with a deliberate vision,” said Greg Zimmer, President and CFO of Alliant. “It aims to capture the very best of professional service, investing in organizations and people who share our passion for creating outstanding client relationships. Part of our vision is to enhance these relationships even further by providing our partners with access to Alliant's proprietary products and expertise. We are pleased that Sean will be directing this effort and are confident that his leadership will take our commercial business to new heights.”
Acquisition brings one of the nation’s largest disability and life consulting firms under the Alliant umbrella
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has acquired Pittsburgh-based Sagewell Partners, one of the nation’s largest disability and life consulting firms. The strategic acquisition reinforces Alliant’s deep expertise in employee benefits and adds significantly to its bench strength in consulting and services.
“Sagewell, through a commitment to innovation and value-added services, has built one of the most successful disability and life consulting firms in the U.S.” said Tom Corbett, Chairman and CEO of Alliant. “The addition of Sagewell’s talented professionals and extensive service platform will strengthen Alliant’s employee benefits practice as we continue our national expansion.”
Founded in 2006, Sagewell specializes in disability and life benefit plans, absence management solutions, and human resources consulting services. The firm’s potent blend of proactive service and targeted expertise has made it one of the most recognized and respected benefits consultants in the nation.
Sagewell is headed by CEO David Osterhaus, who will serve as Executive Vice President and Managing Director of Alliant. Joining Osterhaus as Executive Vice Presidents from Sagewell will be Robert Holland and Richard Fennell.
According to Osterhaus, the partnership will provide added value for the company’s existing and potential clients through expanded resources and services.
“This alliance will enhance our value proposition for clients and further our promise of providing the most personal and results-oriented service in the industry,” said Osterhaus. “Joining forces with Alliant gives us access to a national infrastructure and in-depth resources in a variety of key areas, including health and productivity, data analytics, and 24-hour absence management. We believe our best days are in front of us.”
Sagewell services a broad array of companies, ranging in size from under 500 to more than 50,000 employees, including some of the world’s most established and recognized brands. The firm employs professionals with diverse backgrounds and skill sets, enabling it to deploy value-added services to a broad range of industries.
Sagewell’s executive team, client services team, and business development team will remain in place following the acquisition. Terms of the acquisition were not disclosed.
20-year veteran to focus on national expansion of construction and environmental practice with focus on the Northeast
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has announced that Christopher Alviggi has joined the company’s Construction Services Group as Vice President in its New York office. The environmental insurance specialist will lead business development efforts in the Northeast and structure new programs as Alliant continues to expand its environmental practice nationally.
Alviggi joins Alliant with more than 20 years of experience designing insurance programs that mitigate transactional risk for domestic and international clients. He previously served as Senior Vice President with an international insurance brokerage firm, leading an integrated team that designed, implemented, and administered a global pollution liability placement. His efforts assisted the firm in the growth of its book of core and non-core business.
“Chris has emerged as one of the premier environmental insurance specialists by combining hands-on client service with visionary leadership,” said Peter Arkley, Senior Managing Director, Alliant. “He will be instrumental in our continuing efforts to grow our presence in the environmental space and offer our clients innovative, value-added insurance programs that lead the market.”
Alviggi brings a broad understanding of the reinsurance and alternative risk markets and has serviced a diverse array of industries, including chemical, real estate, and transportation, for several high-profile brokerage firms. He holds a bachelor’s degree in finance and insurance and a master’s degree in international finance and global insurance from the College of Insurance (now St. John’s University).
Acquisition of New York firm expands Alliant’s growing portfolio of retirement services
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has acquired PRB Administrators NY (PRB), a New York-based retirement services company. The acquisition continues the expansion of the Alliant Retirement Services group, adding additional services and solidifying its presence in New York.
“PRB has built an extensive book of business throughout greater New York by providing a robust portfolio of services to meet the retirement needs of a diverse client base,” said Tom Corbett, Chairman and CEO of Alliant. “PRB fits seamlessly into our strategy to expand our national reach while providing a highly customized approach to service.”
Founded in 1981, PRB provides consulting and technical expertise designed to simplify retirement plan administration. The firm offers a range of services that includes plan design and implementation; defined contribution/401(k) plan recordkeeping and administration; annual compliance testing and government reporting; and consulting services.
“The addition of PRB builds upon a growing portfolio of retirement services for Alliant that also includes fiduciary liability advice, investment review, and vendor search,” said John Cunningham, Senior Vice President with Alliant Retirement Services. “Their technical experience and fastidious approach to relationships further our commitment to providing retirement services that don’t simply come ‘in a box’ but are tailored to meet the unique needs of the companies and individuals we serve.”
According to Kevin M. Brown, president of PRB, the agreement will bring immediate benefits to PRB’s existing client base while enhancing the range of retirement services currently offered by Alliant.
“PRB was founded upon the ideal of eliminating the confusion from even the most complex retirement plans and maximizing their value for our clients,” said Brown. “By joining forces with a national leader, we can continue to fulfill this promise to new and existing clients, backed by the vast resources, technical expertise, and national infrastructure of Alliant.”
The PRB team has relocated to the 320 West 57th Street office of Alliant. Terms of the acquisition were not disclosed.
Chief Administrative Officer honored for shaping company policies and best practices amid strong growth and expansion
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that its Chief Administrative Officer, Diana Kiehl, has been named one of 2013’s Women to Watch by Business Insurance. Kiehl was honored for her role in creating innovative company policies and best practices to support Alliant’s significant growth and expansion.
“Diana has been a stalwart on the Alliant team since 1991, rising from her initial position as an associate producer to an influential member of our executive team,” said Tom Corbett, Alliant’s Chairman and CEO. “Her leadership and innovation are a testament to Alliant’s time-honored commitment to professionalism, entrepreneurialism, and service.”
As Chief Administrative Officer, Kiehl is responsible for broadening Alliant’s sales and service best practices across all of the organization’s specialty groups and practices. Kiehl oversees all aspects of Alliant’s administration, including human resources, marketing and corporate communications, and risk management.
“Diana has been instrumental in laying a sound administrative foundation for Alliant as we reach new industries and broaden our service profile,” said Corbett. “She is the true embodiment of the Alliant way and an inspiration to a dynamic and growing number of female business leaders in our industry.”
Business Insurance’s Women to Watch program spotlights 25 women who have demonstrated outstanding work in commercial insurance, reinsurance, risk management, employee benefits, and related fields. Winners are selected by a panel of senior editors at the publication according to various criteria, including recent professional achievements, influence on the marketplace, and contributions in the advancement of women in business. The honorees were announced at the December 3 Women to Watch Leadership Workshop and Awards Luncheon in New York.
Kiehl joins a growing community of Women to Watch honorees from Alliant, including 2012 honorees Reshma Dalia, Senior Vice President of Operations and Finance for Alliant’s Construction Services Group, and Mandy McNeil, Senior Vice President and Director of Alliant-owned consulting firm Moore-McNeil.
Acquisition will create one of the nation’s most experienced and trusted teams of risk and insurance professionals in the energy and marine industries
NEWPORT BEACH, CA — Alliant Insurance Services, Inc. (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced its acquisition of EnRisk Services, Inc., (www.enriskservices.com), a Fort Worth-based firm that specializes in insurance and risk management for the energy industry. The acquisition will create one of the nation’s most experienced and trusted teams in the energy and marine industries.
Snce 1976, EnRisk has grown to become one of the leading U.S. firms specializing in meeting the insurance and risk management needs of the energy industry. Serving a large client base nationwide, the firm has offices in Houston and Denver in addition to its headquarters in Fort Worth.
EnRisk CEO John B. Ludwig will join Alliant as Executive Vice President and Managing Director with the firm’s Energy and Marine Group, which will combine leadership teams and risk professionals from both companies. Ludwig, who joined EnRisk in 2004, has more than 28 years of experience in the energy and insurance industries, and his leadership is credited with establishing a team at EnRisk that has more than quadrupled revenue while expanding the firm with offices in Houston and Denver.
“The acquisition of EnRisk, which is highly respected as one of the most progressive, professional, and technically competent insurance agencies in the energy industry, is a major win for our company,” stated Tom Corbett, Alliant Chairman and CEO. “The services offered by EnRisk are very complementary to those provided by Alliant, and we are excited to be joining forces.”
Greg Zimmer, Alliant President and CFO, noted, “Alliant and EnRisk share many strategic and operational philosophies, including a commitment to a true team-based client service platform. The similarity of our respective approaches to serving clients and building business will enable us to create a high-performing team that will continue to meet and exceed the needs of both Alliant and EnRisk clients.”
“We are pleased to have the EnRisk team join Alliant,” said Benjamin Wilcox, Executive Vice President and Director of Alliant’s Energy and Marine Group. “The two practices complement one another, and the combined teams will lead to significant growth potential for Alliant.”
According to Ludwig, EnRisk’s acquisition by a brokerage firm with an established national platform and powerful market presence like Alliant represented a tremendous opportunity for his team.
“This is an exciting and strategic move that aligns the shared visions of EnRisk and Alliant to build a national practice that will emerge as the clear leader in the industry,” he said. “The move enables us to take full advantage of the well-established nationwide presence of Alliant, which includes an existing specialty in the energy and marine industries. Alliant is a dynamic, streamlined organization with tremendous depth of experience, extensive market relationships, and reputation for exceptional client service. Most significantly, it is committed to strategies that will enable us to provide even better and more robust insurance solutions to current EnRisk clients.”
Ludwig went on to emphasize, “Although the EnRisk brand will change, our team and values will not. Our current clients can be assured that the same professionals they have worked with at EnRisk will continue to service their accounts.”
Terms of the acquisition were not disclosed.
Focus on implementing best-in-class technology solutions has led to improved customer service and increased revenue
NEWPORT BEACH, CA — Alliant Insurance Services, Inc. (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has announced that it was recently selected to the prestigious InformationWeek 500 list, an annual ranking of U.S. companies that employ the most innovative use of information technology in their businesses. This year marks the company’s first appearance on the InformationWeek 500.
Alliant is among some 40 companies in the insurance industry to be named to the list and was recognized for its innovation in platform integration. Completed in 2012, the multi-year platform integration strategy was designed and implemented to replace a number of outdated systems with best-in-class technology solutions, leading to greater operational efficiencies, added value for clients, and increased sales of insurance products and services.
“We now have an environment of 24/7 customer service, a complete view of client information, and enhanced collaboration and tools for our clients and employees,” said Ilene Anders, Chief Information Officer of Alliant, who spearheaded the project. “Our integrated technology platform has become a differentiator for Alliant, allowing us to improve our internal servicing and create customized, client-facing technology solutions rooted in this platform. As a result, we have seen a measurable impact on revenue.”
Clients of Alliant will benefit from the company’s investment in technology through a number of means, including on demand visibility and access to insurance documents, a direct connection to service teams, and improved communication channels. Added Anders: “Not only does Alliant now have a centralized, global view of each client, but our producers and service teams can engage even more efficiently with our clients to meet their insurance, risk, and employee benefits needs.”
Rob Preston, Editor-In-Chief of InformationWeek, said the theme of this year’s InformationWeek 500 is digital business. “It’s a movement—rooted in data analytics, mobile computing, social networking, and other customer‐focused technologies—that is turning companies and industries on their ear. Every enterprise is now a digital business—or needs to become one fast. The organizations in our ranking are leading the way.”
InformationWeek identifies and honors the nation’s most innovative users of information technology with its annual InformationWeek 500 listing. Unique among corporate rankings, the InformationWeek 500 spotlights the power of innovation in information technology.