New York-based benefits expert to oversee revenue growth, strategic direction of growing practice
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has named Daniel McCaffrey Managing Director, Employee Benefits – Northeast. A well-known benefits professional in the New York area, McCaffrey will oversee revenue growth and manage the strategic direction of Alliant’s growing Northeast employee benefits practice.
“Employee Benefits – Northeast has been a significant success story for Alliant,” said Tom Corbett, Chairman and CEO of Alliant. “A vital combination of new acquisitions and organic growth has led to regional expansion on the strength of innovative new strategies for client technologies and voluntary benefits. Daniel has the relationships, experience, and ideas to lead this key part of our business down a continued path of success.”
McCaffrey joins Alliant with a 20-year history of building strong client relationships, developing talent, and driving revenue in an array of business environments.
Prior to joining Alliant, McCaffrey was Director of Sales with Aetna in New York, where he managed one of the company’s top-performing sales teams. He also directed financial planning, forecasting, marketing, recruiting, and the launch of innovative new insurance products. He has prior experience in business development and client service with Cigna and Oxford Healthplans.
“Daniel’s unique perspective from working with some of the nation’s leading carriers will enable him to bring new relationships and perspectives to Alliant Employee Benefits,” said Kevin Overbey, Senior Managing Director, Alliant Employee Benefits. “His expertise will be essential to Alliant continuing its leadership in serving our diverse client base within the Northeast Region.”
McCaffrey holds a bachelor’s degree in English from the University of Dallas and a master’s degree in liberal studies from St. John’s College in Annapolis, MD.
35-year technology veteran to lead initiatives on innovation, security, and facilities amid continued organizational growth
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has named Steve Sampiere as its new Chief Information Officer (CIO). The 35-year technology veteran will direct a breadth of initiatives focusing on innovation, security, and facilities as the company expands its national reach and product offerings.
“Over the years, Steve has added significant value to Alliant as Chief Technology Officer (CTO), building a strong IT team and retooling our technology platform to support stellar growth,” said Tom Corbett, Chairman and CEO of Alliant. “With technology playing an increasingly vital role in our company, Steve’s strong technical background and deep understanding of our organization will serve him well in this expanded role.”
In his new role, Sampiere will focus on furthering the company’s technology strategy and bolstering its security posture, while overseeing client-facing technology initiatives and facilities management.
As Alliant’s CTO, Sampiere played a central role in transforming the company’s technology infrastructure amid significant organizational growth. His leadership led to integrated systems, enhanced data security, and standardized best practices across Alliant’s national network. This resulted in increased organization-wide efficiencies and the unification of many disparate systems and platforms.
Prior to joining Alliant, Sampiere developed a diverse skill set working for firms inside and outside the realm of technology, including IBM, Callaway Golf, Intuit, and Peregrine Semiconductor.
Sampiere takes the reins of CIO from Ilene Anders, who assumed the role of Chief Financial Officer in September 2015. Sampiere will continue to work closely with Anders on a wide range of corporate technology initiatives.
“In my years working alongside Steve, he demonstrated the ability to meld cutting-edge thinking with practical and efficiency-driven solutions,” said Anders. “His contributions will be instrumental in solidifying our position as one of the insurance industry’s most innovative companies.”
Alliant is the nation’s 12th-largest insurance brokerage and continues to expand its footprint through ongoing acquisitions and organic growth. The company was recently named to the prestigious InformationWeek Elite 100 list recognizing America’s top business technology innovators on the strength of its client portals and mobile technologies.
David Alvarado joins Alliant as Senior Vice President
NEWPORT BEACH, CA — Alliant Insurance Services has announced a mutually beneficial transition of certain books of business from EPIC Insurance Brokers and Consultants to Alliant Insurance Services, including the customers of David Alvarado. David joins Alliant along with his team and will be based out of Alliant’s San Francisco office.
“The Construction Services Group is thrilled to have David and his team join Alliant in our San Francisco office,” said Tom Corbett, Chairman and CEO of Alliant Insurance Services. “As the Bay Area construction industry continues to see significant growth, David’s team will be an invaluable asset for us.”
John Hahn, Co-founder and CEO of EPIC said, “I am pleased we were able to complete a transaction that was a win-win outcome for all parties including the customers related to the transaction. I would like to thank Dave and his team for their years of service and we wish them the very best at Alliant.”
Prior to joining Alliant, David was a Managing Principal of EPIC’s Construction and Real Estate Practice, the President of Pacific Coast Subcontractors Insurance Group and a founding Partner in HMSA Insurance Services. David has been involved in risk management consulting and brokering insurance placements for the past 30 years. He is a graduate from the University of California, Berkeley.
Amid rapid growth, Alliant enlists technology and financial services expert to lead its finance team
NEWPORT BEACH, Calif - Alliant Insurance Services, the nation's largest specialty insurance brokerage firm, has named Ilene Anders as its new Chief Financial Officer (CFO). The company's prior Chief Information Officer (CIO) will employ her diverse background in financial services and technology to lead Alliant's finance team during a period of rapid growth and expansion.
"A proven innovator with an extensive financial background, Ilene understands our business, culture, clients, and, most importantly, our direction as a company," said Tom Corbett, Chairman and CEO of Alliant. "I am confident she is the ideal CFO to help us continue building the best insurance brokerage in the world."
Anders brings a multidisciplinary approach to the position well-suited for an industry where the worlds of finance and technology continue to coalesce.
Anders most recently led Alliant's technology team as CIO, where she spearheaded the development and implementation of client-facing technology solutions. She also oversaw daily operations and data security for the organization while working to improve and strengthen its internal technology infrastructure. Under Anders' watch, Alliant was named to the prestigious InformationWeek Elite 100 list recognizing America's top business technology innovators on the strength of its client portals and mobile technologies. Anders will retain her position as CIO on an interim basis until a permanent successor is named.
Previously, Anders had served as Alliant's Vice President of Financial Planning and Analysis following prior positions in investment banking and financial consulting. She has a combined two decades of experience in the financial sector.
Anders takes the reins of CFO from Greg Zimmer, who has had dual responsibilities as both President and CFO for many years. This move will now enable Zimmer to focus even more attention on the overall leadership and strategic growth initiatives of the company in his role as President of Alliant.
"With Alliant's continued growth comes the opportunity to expand and refocus our management team to ensure optimum long-term success," said Corbett. "Our company's remarkable and deliberate growth has created an opportunity to transition the role of CFO and allow Greg to focus solely on his duties as President, which have expanded considerably."
This move comes amid an active expansion campaign for Alliant that has seen the company complete several acquisitions and other significant strategic initiatives over the past two years. Alliant is currently the nation's 12th-largest insurance brokerage with more than 70 offices throughout the United States.
Anders holds a master's degree in business from San Diego State University and a bachelor's degree in business from Boston University.
Denver-based insurance expert brings “triple threat” approach to growing middle market division
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Megan Datwyler has joined its Alliant Americas
division as Vice President. The Denver-based insurance expert will service a growing portfolio of middle market clients throughout the Southwest region.
“Megan has a broad arsenal of skills that encompasses risk management, claims management, and underwriting,” said Jim Castle, Senior Executive Vice President and Managing Director, Alliant Americas – West. “With experience on both the carrier and agency sides of the business, Megan brings an ‘all-in’ approach that addresses the entirety of her clients’ risk management and insurance needs.”
A “triple threat” insurance professional, Datwyler has extensive expertise in property and casualty programs, loss prevention, and claims administration. Her diverse career history spans some of the region’s largest insurance carriers and brokerages. In addition to her experience as a producer, Datwyler has also served as an underwriter and in-house corporate risk management specialist.
Prior to joining Alliant, Datwyler was a sales executive with a regional insurance and financial services agency, where she managed a large, growing portfolio of clients. She also managed a multifaceted service team. Her client experience spans a broad range of industries, including real estate, healthcare, energy, manufacturing, public entity, and many others.
Alliant launched Alliant Americas in 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.
Datwyler holds a bachelor’s degree in business administration from Colorado State University and a Strategic Decision and Risk Management Certification from the Stanford University Center for Professional Development.
She will be based in the Greenwood Village, CO office of Alliant.
Alliant expands leadership within the single family rental space with one of the nation’s foremost experts
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Christopher David Harney has joined its Real Estate Group as Senior Vice President. One of the nation’s foremost experts in single family rental portfolios, Harney will provide risk management and insurance solutions to a growing client roster of real estate investors.
“Institutional demand for single family rental portfolios continues to grow, and with it, the need for targeted risk management solutions that remain in step with the marketplace,” said Michael Heid, Executive Vice President and Managing Director, Real Estate Group. “Christopher, with his industry-leading expertise, expands Alliant’s leadership within this growing and vital market segment.”
A multifaceted real estate veteran, Harney has extensive experience developing and implementing complex risk management programs for some of the nation’s largest organizations with a strong technical background that spans multiple coverage lines. Prior to joining Alliant, he was Senior Vice President within the Orange County office of a global brokerage firm.
Harney holds a bachelor’s degree in business administration from the University of Nevada, Reno. He will be based in Alliant’s Newport Beach, CA office.
Assistant General Counsel nabs second consecutive award for Alliant legal team
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Jennifer Baumann has received the prestigious First Chair Award for excellence in legal counsel. Baumann, who was recognized in the category of Top Assistant General Counsel, is the second member of Alliant’s legal team in as many years to receive the award.
“Jennifer is a dynamic professional who is daily setting high standards for excellence in legal counsel and insurance,” said Tom Corbett, Chairman and CEO of Alliant. “She has made a powerful and lasting commitment to our organization and is a true reflection of our commitment to excellence, innovation, and leadership.”
As Assistant General Counsel and Vice President, Baumann engages in all aspects of Alliant’s legal matters, including corporate, M&A, regulatory, licensing, intellectual property, litigation, and equity. Her work has been integral to Alliant’s aggressive expansion efforts over the past year, as the firm has made numerous acquisitions within its employee benefits, middle market, MGA, and specialty property and casualty divisions.
Baumann received dual bachelor’s degrees in English and Spanish Linguistics from the University of California, Irvine and her Juris Doctorate from the University of San Diego School of Law.
Baumann is the second consecutive First Chair Award winner from Alliant, with General Counsel and Senior Vice President Ken Zak receiving 2014 honors.
The First Chair Awards recognition program is an annual selection of in-house counsel who have made significant contributions to the legal community over the past year through hard work and innovation. First Chair honorees are selected by a committee of attorneys from top law firms who have been recognized as leaders in their area of practice.
Baumann will be honored at the First Chair Awards Conference & Gala on September 2 in Chicago, where she will also participate in a panel discussing women leadership in the legal field.
Skilled advisor adds expertise to Construction Services Group
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Julio “Jay” Moreno, Jr. has joined its Construction Services Group as Senior Vice President out of Alliant’s Atlanta, Georgia metro area offices to provide strategic advice for industry specific programs and risk management services.
“Construction activity continues to increase in the southern United States and Alliant is committed to expanding our expertise and providing superior service to our clients,” said Peter Arkley, Senior Managing Director, Alliant Insurance Services. “Jay’s experience and knowledge in managing sophisticated risk management programs make him a highly valuable asset to our team and we look forward to working with him.”
Moreno joins Alliant with more than 20 years of risk management experience as an established sales executive for construction, real estate, and general service clients. His central focus with Alliant will be as a large account broker assisting clients requiring high-level risk management expertise. The addition of Moreno bolsters Alliant’s national presence as part of a continued expansion.
Prior to joining Alliant, Moreno was a Sales Executive with a large property and casualty broker where he was responsible for new client development and acquisition within the large account sector. Moreno attended Florida State University and holds a Bachelor of Science degree in Risk Management and Insurance.
Benjamin Butler, Charlie King, and Andrew Stergiou recognized among
the industry’s top young talent
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Benjamin Butler, Charlie King, and Andrew Stergiou have been honored in Business Insurance’s sought-after 40 Under 40 Broker Awards. The program recognizes the top young insurance brokers across the United States for outstanding service, leadership, and industry expertise.
“The contributions of our young and talented producers play a significant role in Alliant’s continued progress,” said Tom Corbett, Chairman and CEO of Alliant. “Each of these dynamic young professionals are top performers through the delivery of remarkable client service and innovative solutions that transcend insurance.”
Butler, King, and Stergiou were recognized for excellence in servicing a diverse array of clients, including tribal nations, energy companies, contractors, associations, and others:
- Benjamin Butler, First Vice President, Alliant Specialty Insurance Services (Dubuque, Iowa), is a preeminent healthcare expert within the tribal space and an advocate for Indian country.
- Charlie King, First Vice President, Alliant Energy and Marine (Houston), is an influential young leader with an extensive book of high-profile energy clients.
- Andrew Stergiou, Vice President, Alliant Americas (New York), is a construction and association program business specialist with a strong expertise in captives.
The three newly minted honorees join a growing fraternity of 40 Under 40 winners from Alliant that includes 2014 recipient Michael Jahner, Vice President, Alliant Americas and 2013 winner Schuyler Briscoe, Vice President, Alliant Employee Benefits.
Business Insurance’s 40 Under 40 program recognizes leadership attributes, client service skills, and expertise among retail insurance brokers younger than 40. The program is divided into four regions of the United States with 10 honorees per region. Their excellence is being celebrated at four regional receptions hosted by Business Insurance in October. A reception will be held Oct. 13 in Atlanta, Oct. 15 in New York, Oct. 20 in Los Angeles, and Oct. 22 in Chicago.
Employee benefits specialist to service diverse roster of clients in the Beltway and beyond
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Reed VanOrsdel has joined the company’s Employee Benefits Group as Vice President. The Maryland-based employee benefits expert will focus on business development, revenue growth, and plan design and implementation for a diverse roster of clients within the Beltway and throughout the United States.
“As one of the region’s top consultants, Reed designs innovative employee benefits solutions that address the physical and financial health of the client’s organization,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His expertise will be essential to the growth of our practice within the Northeast region and on a national scale.”
A seasoned benefits professional with experience on both the carrier and brokerage sides of the business, VanOrsdel works closely with clients in a broad range of industries to deliver customized solutions that align directly with both financial and organizational goals. Prior to joining Alliant, he was a top-performing Benefits Consultant within the Bethesda, Md. office of a large, regional insurance brokerage.
VanOrsdel holds a bachelor’s degree in business marketing and politics from Marymount University in Arlington, Va.
He will be based in the Bethesda, Md. office of Alliant.