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March 18
​Dan Cotuno Brings Data-Driven Approach to Alliant’s Texas Benefits Team

Houston benefits consultant to employ analytics-based benefits solutions that strengthen the bottom line

NEWPORT BEACH, CA — Houston-based benefits consultant Dan Cotuno has joined Alliant. As Vice President within the company’s Employee Benefits Group, Cotuno will provide integrated, data-driven benefits to a diverse client base as Alliant continues to grow its Texas benefits team.

“Dan has the ability to meld data and analytics with long-term strategic planning, resulting in client-focused solutions that are both powerful and cost effective,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His unique outlook and proven experience will be a key addition to our growing team.”

Cotuno is a relationship-driven benefits specialist who strategically employs data analytics and evidence-based solutions to deliver programs that reduce insurance costs and strengthen the bottom line. He has extensive experience in business development, strategic planning, contract negotiation, and performance analysis.

Prior to joining Alliant, Cotuno was Vice President within the Houston office of a national insurance brokerage and employee benefits consultant, where he designed and implemented cost containment solutions for health and welfare programs, while also consulting clients on navigating the Affordable Care Act.

Cotuno earned his bachelor’s degree in economics from Williams College and is active with a broad range of Houston-area charities related to education, cancer research, and community building. He can be reached in the Houston office of Alliant at (713) 470-4177 or at Dan.Cotuno@alliant.com.

March 13
​Dallas P&C Expert Adam Glenn Joins Alliant

Glenn to provide diversified insurance solutions that position clients for growth

NEWPORT BEACH, CA — Seasoned insurance expert Adam Glenn has joined Alliant as Vice President. The Dallas-based property and casualty specialist will provide a full range of diversified insurance services and solutions to clients across the Southwest as Alliant continues to expand its footprint in the region.

“Adam has achieved great success in the insurance world via his ability to think like a business leader and deliver solutions that position firms for growth,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His strong regional expertise and innovative approach to insurance will add additional strength to our team in the Southwest.”

Glenn joins Alliant with a multifaceted background that includes experience in insurance brokerage, risk management, sales, accounting, and owning and selling his own business. His in-depth understanding of the C-suite enables him to design and develop insurance solutions from the perspective of a business owner as part of a larger risk management-focused strategy.

Prior to joining Alliant, Glenn was a commercial insurance agent with one of Texas’ largest independent insurance agencies servicing a diverse portfolio of middle market clients. He earned his bachelor’s degree in accounting and finance from Texas A&M University.

Glenn can be reached in the Dallas office of Alliant at (214) 414-1747 or at Adam.Glenn@alliant.com.

March 07
Alliant Insurance Services Names Rob Lane Executive Vice President

Leading claims advisor adds robust resolution talents to Alliant Specialty division

NEWPORT BEACH, CA — Alliant Insurance Services has announced that Rob Lane has joined Alliant Specialty as Executive Vice President. Lane will provide client advocacy, strategic consulting, and claims resolution services to Alliant’s industry clients across the United States. He will be based in the Newport Beach, CA office of Alliant.

“Alliant is committed to providing the best service possible for our clients, and that means hiring the best. Rob’s talent has established him as a prominent claims executive within the industry; we are thrilled he will be joining us,” said Peter Arkley, President, Alliant Specialty. “We have been strong drivers in the specialty market, and advancing our claims capabilities further strengthens Alliant’s presence in the industry.”

Lane has more than 25 years of legal and risk management experience as an established claims advisor, specializing in the resolution and recovery of the most demanding insurance claims and resulting in the recovery of over $3 billion in contested insurance coverage for his clients.

Prior to joining Alliant, Lane was Executive Vice President at a global insurance brokerage firm, where he supplemented traditional broker claim services and collaborated with outside counsel to provide clients with an effective and relationship-preserving alternative to costly litigation or arbitration.

Lane earned his law degree, a master's degree in environmental science, and a bachelor’s degree in chemistry from Indiana University.

Lane can be reached at (949) 660-5902 or at Robert.Lane@alliant.com.

March 07
​Tribal First Acquires Canada’s AFN Insurance Brokers

Longtime First Nations insurance leader joins Tribal First amid Northern expansion

NEWPORT BEACH, CA — Tribal First, a division of Alliant Underwriting Solutions, has acquired AFN Insurance Brokerage. The acquisition pairs Canada’s First Nations insurance leader with the largest provider of insurance solutions to Tribal Nations in the U.S., expanding Tribal First’s geographical reach and service profile.

“Tribal First is dedicated to providing customized insurance solutions to Native governments across North America,” said Sean McConlogue, President of Alliant Underwriting Solutions. “AFN brings a longstanding legacy of integrity and strength to our platform, and this alliance will enable us to provide powerful services and solutions that are new to the Canadian market.”

“The AFN name is synonymous with strength, customization, and a careful attention to addressing the needs of Canada’s First Nations and stands in direct alignment with Tribal First’s longstanding mission in the U.S.,” said Robert Shearer, Executive Vice President and leader of Tribal First.

Founded in 1998, AFN is a nationally incorporated insurance brokerage dedicated exclusively to serving First Nations across Canada. The Ottawa-based brokerage provides a full suite of products and services that include insurance, risk management, consulting, and employee benefits. AFN has access to leading international carriers and works directly with a large base of retail broker partners.

“This is a powerful strategic alliance that will add considerable strength to the AFN team,” said Gil Saunders, Principal at AFN. “Tribal First’s large platform, strong market relationships, and dedicated team of specialists will enable us to provide significant value and results to both our broker partners and First Nations clients. Most importantly, Tribal First shares our core objective of designing and delivering customized solutions that are in the best interest of Canada’s First Nations.”

The acquisition continues the Northern expansion of Tribal First. In 2017, the firm acquired American Indian Health Services, an American Indian-owned organization dedicated to addressing the distinct healthcare needs of American Indian and Alaska Native Tribes and related enterprises.

Saunders and the AFN team will join Alliant and continue to service clients from AFN’s Ottawa location. Terms of the agreement were not disclosed.

March 06
​SIU Managers Rebrands as EQ One

Earthquake insurance underwriter ushers in new era of streamlined service and ongoing growth with new name

NEWPORT BEACH, CA — Longtime earthquake insurance underwriter SIU Managers is now EQ One. The new name and brand was announced on the Los Angeles firm’s 20-year anniversary, ushering in a new era of streamlined service and ongoing growth and expansion.

“Since 1999, SIU has stood for excellence, integrity, and underwriting strength,” said Sean McConlogue, President of Alliant Underwriting Solutions. “The emergence of EQ One builds on this legacy and will carry this high-impact team forward as we continue to grow the company’s reach and capabilities under the Alliant Underwriting Solutions banner.”

EQ One is one of the West Coast’s most established difference in conditions (DIC) underwriters, providing earthquake and flood insurance combined with a broad range of commercial habitational solutions. The firm services a national base of wholesale insurance brokers and has longstanding relationships with top carriers in the market.

Under the new EQ One brand, the firm will maintain its 20-year commitment to forging deep relationships with the wholesale brokerage community, while leveraging innovation to provide faster, more efficient service.

“EQ One will be at the intersection of traditional, one-on-one service and modern innovation,” says Kelley Bernal, Senior Vice President and Director of EQ One. “We realize that earning our position as a trusted partner in earthquake insurance was hard-won, and we look forward to further solidifying this foundation by pursuing systems, concepts, and ideas that will propel us forward as our industry continues to evolve.”

According to Bernal, the EQ One name is a reaffirmation of the firm’s legacy as a premier earthquake underwriter. “Earthquake is our foundation and we will remain focused on ensuring we are the leading underwriter for risks across a broad range of asset classes.”

EQ One is part of Alliant Underwriting Solutions, a program administrator with a growing portfolio of underwriting platforms generating more than $1 billion in annual gross written premium. The Glendale, CA-based team joined Alliant in 2015 and has since been the organization’s flagship earthquake insurance platform.

March 05
​Omaha’s Shane Jacobsen joins Alliant’s Employee Benefits Group

Longtime Nebraska benefits specialist brings strength in healthcare financing, group disability, and data analytics

NEWPORT BEACH, CA — Omaha, NE-based benefits consultant Shane Jacobsen is bringing his diverse background in finance, data, and strategic planning to the Employee Benefits Group of Alliant. Jacobsen’s arrival will expand Alliant’s benefits footprint in Nebraska, providing clients with solutions that help them manage risks, drive down claims, and boost organizational productivity.

“Shane combines strong technical expertise with the ability to creatively identify new opportunities to increase profitability,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His longstanding track record of results has made him one of Nebraska’s most innovative and results-driven benefits consultants; he will add considerable expertise to our team within this region.”

With more than 20 years of benefits experience, Jacobsen has extensive expertise in healthcare financing and group disability coverage, deploying strategies that help clients from a range of industries improve their healthcare platforms and empower their employees. Jacobsen also has experience using sophisticated data analytics to preemptively identify large claims before they occur.

Prior to joining Alliant, Jacobsen was Vice President within the Omaha office of a national insurance brokerage and employee benefits consulting firm where he created and oversaw the firm’s Clinical Nurse Advocate program and serviced a large portfolio of benefits clients.

Jacobsen earned his bachelor’s degree in finance from the University of Nebraska at Omaha. He can be reached at (402) 306-5008 or at Shane.Jacobsen@alliant.com.

March 04
​Alliant Power Brokers® Showcase Broad Industry Reach

Risk & Insurance honorees recognized for excellence in the fields of employee benefits, finance, mergers and acquisitions, private client services, real estate, and public entity

NEWPORT BEACH, CA — Nine Alliant Insurance Services members have received the prestigious designation of Power Broker® by Risk & Insurance. Emblematic of Alliant’s broad industry reach, the 2019 honorees span the fields of employee benefits, finance, mergers and acquisitions, private client services, real estate, and public entity.

“As Alliant continues to broaden its reach and service profile, our ability to do remarkable things for our clients remains at the forefront of everything we do,” said Tom Corbett, Chairman and CEO of Alliant. “Each of our Power Broker honorees are leaders in their field and stand as a testament to this commitment. They are innovators who never shy away from a challenge and who represent what Alliant has stood for since its inception.”

Alliant’s 2019 Power Brokers are:

  • Jonathan Gilbert, Managing Director (M&A category)
  • Seth Cole, Senior Vice President (Public Sector category)
  • Brian Taich, Senior Vice President (Real Estate category)
  • Timothy Ayala, First Vice President (Employee Benefits category)
  • Mark Patrick, First Vice President (Employee Benefits category)
  • Lydia Ramcharitar, First Vice President (M&A category)
  • Sheneen Nicholson, Assistant Vice President (Private Client category)
  • Jacqueline Altschul, Account Executive–Lead (Private Client category)
  • Thomas Shashaty, Account Executive (Finance category)

The Risk & Insurance 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, soliciting, evaluating, and judging the nominees.

February 27
​Alliant Retirement Consulting Named to PLANADVISER’s 2019 Top 100 Retirement Plan Advisers List

Alliant division joins elite list of retirement consultants exceeding $3.5 billion under advisement

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has been named to the prestigious PLANADVISER Top 100 list. The retirement consultant was recognized among teams with more than $3.5 billion and 200 retirement plans under advisement, earning it a place among the year’s most notable retirement plan specialists.

“Alliant Retirement Consulting’s continued success is the result of the team’s ability to combine highly personal service with consistently strong quantitative results,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “We are proud to stand among the top performers in the retirement industry and will remain focused on finding new and innovative ways to deliver the powerful financial performance our clients deserve.”

Alliant Retirement Consulting is an independent consultant and retirement plan partner providing strategic advisory services to a national base of clients. With a dedicated focus on high-impact, personal service, Alliant Retirement Consulting focuses on helping its clients cut through the complexities of the investment landscape while advising them on potential risks.

The PLANADVISER Top 100 Retirement Plan Advisers list recognizes quantitative standouts in retirement planning. Honorees are judged according to an established set of standards based on total assets and number of assets under advisement (AUA) or number of retirement plan clients—including sponsors of defined contribution (DC), defined benefit (DB), and nonqualified plans. PLANADVISER is among the most trusted sources for information among retirement benefits decision makers throughout the U.S.

February 25
Scott Parker Joins Alliant’s Atlanta Benefits Team

30-year benefits and wellness consultant will provide integrated solutions designed to reduce healthcare costs and increase organizational profitability

NEWPORT BEACH, CA — Atlanta-based benefits and wellness consultant Scott Parker has joined the Employee Benefits Group of Alliant. Serving as First Vice President, Parker will design and deliver integrated employee benefits solutions engineered to reduce healthcare costs and increase organizational productivity.

“Scott has gained extensive success in the benefits world by taking a holistic approach to organizational health,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His experience working with a broad array of clients enables him to provide services and solutions that are highly customized and results-driven.”

With more than 30 years of benefits experience, Parker has a breadth of expertise that covers strategic planning, plan design, financial management, vendor management, and long-term implementation. This includes experience working with both the public and private sectors.

Prior to joining Alliant, Parker was Area Senior Vice President and Practice Leader within the Atlanta Benefits division of a global insurance brokerage firm serving a national portfolio of large-to-midsized employers. He also has a decade of experience on the carrier side of the business overseeing major and national accounts for Blue Cross Blue Shield of Georgia.

Parker earned his bachelor’s degree from the United States Military Academy at West Point and holds his CLU, ChFC designation in insurance and personal finance. He can be reached in the Atlanta office of Alliant at (470) 237-3069 or at Scott.Parker@alliant.com.

February 11
​Yumi Yamazaki Colwell Joins Alliant

Atlanta-based benefits consultant to provide innovative benefits solutions to clients within the U.S. and Asia

NEWPORT BEACH, CA — Yumi Yamazaki Colwell has joined the Employee Benefits Group of Alliant in Atlanta as First Vice President. With extensive experience in the global automotive/manufacturing industry, particularly in the U.S. and Asia, Yumi will provide a full range of innovative benefits solutions to clients on both continents. She also brings a wealth of experience in traditional commercial health and welfare for all business segments and sectors.

“Yumi will enhance the global perspective of our benefits team,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Her broad skill set and keen understanding of the benefits landscape both in the U.S. and Asia will play an integral role in the ongoing expansion of our practice.”

With more than two decades of benefits experience, Yumi joins Alliant with a breadth of experience that encompasses strategic planning, employee retention, alternative funding, and healthcare reform. She employs this expertise to provide innovative benefits solutions to employers wherever their location.

Prior to joining Alliant, Yumi was Area Senior Vice President and Practice Leader with a global insurance brokerage and employee benefits firm specializing in both the Japanese business segment as well as traditional commercial firms. Previously, she served as Vice President with Japanese benefits broker Sumitomo Life.

Yumi earned her bachelor’s degree in marketing from the University of Georgia. Fluent in English and Japanese, she is a member of various Japanese chambers in the Southeast.

Yumi can be reached in the Atlanta office of Alliant at (470) 237-3070 or at Yumi.Colwell@alliant.com.

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