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July 10
​Alliant Honors 2018 Elite Women

Honorees Francesca D’Angelo, Lori Long, Kristen Handel, and Amy Steinback showcase Alliant’s national reach and diverse offerings

NEWPORT BEACH, CA — Alliant has once again made a strong showing in Insurance Business America’s Elite Women Awards, with Francesca D’Angelo, Lori Long, Kristen Handel, and Amy Steinback joining this prestigious list of leading women. The four Alliant honorees hail from across the U.S. and have diverse expertise in underwriting and property and casualty insurance.

“Service, specialization, and innovation are at the forefront of everything we do at Alliant, and our 2018 Elite Women live by these principles,” said Tom Corbett, Chairman and CEO of Alliant. “Francesca, Lori, Kristen, and Amy are not only elite service providers, but they are emblematic of Alliant’s broad reach and diverse product offerings.”

Senior Vice President and Underwriting Manager Francesca D’Angelo manages a large and diverse book of business with Alliant’s Preferred Concepts division. As an underwriter and administrator for multiple programs offering P&C solutions for real estate and hospitality risks, D’Angelo has built and maintains strong relationships with carrier partners.

As President of Alliant’s Community Association Underwriters (CAU) division, Lori Long leads a $190 million enterprise that serves more than 12,000 community associations nationwide. Over 35 years in the business, she has earned high marks for her market-based innovation and collaborative leadership.

Kristen Handel is Vice President with Alliant and is the creator and steward of the company’s Pest Management Insurance Program. Starting from ground zero, Handel grew the program to eclipse $1 million in premium in its first year of operation on the momentum of its broad coverage and ability to offer clients specialized assistance on workers’ compensation and auto claims.

Amy Steinback manages a robust book of business consisting of real estate, non-for-profit, and professional services clients as Vice President with Alliant/Mesirow. Proactive, visionary, and technically sound, Steinback has gained a hard-earned reputation for guiding her clients through difficult, sometimes catastrophic, situations.

Alliant’s 2018 honorees join women from across the U.S. who have emerged as elite performers in their field, including the company’s 2017 winners Kamy Vacca and Ashley De Paola. 

July 10
​Philip Dunn Joins Alliant, Delivering Enterprise-Wide Approach

Philadelphia-based producer to deploy custom-built risk management, insurance, and employee benefits solutions to a national client base

NEWPORT BEACH, CA — Philip Dunn, one of greater Philadelphia’s most multifaceted insurance experts, has joined Alliant as Senior Vice President. Dunn will deploy his broad arsenal of risk management, insurance, and employee benefits expertise to provide a national portfolio of clients with integrated solutions that address enterprise-wide issues.

“Phil has a proven track record of deploying highly customized solutions built to strengthen both the organization and its workforce,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His diversity of expertise and forward-thinking approach to the insurance process will be a tremendous asset to Alliant and to our clients.”

Dunn has extensive experience providing risk management, insurance, and human capital consulting services for middle market, domestic, and multinational organizations. He is highly adept at all facets of the insurance process and has experience that encompasses P&C insurance, health and benefits consulting, workers’ compensation, executive risk, mergers and acquisitions, and various alternative risk finance solutions.

Prior to joining Alliant, Dunn was Senior Vice President with a global insurance brokerage firm. He also has experience on the carrier side of the business with Liberty Mutual Insurance.

Dunn holds a bachelor’s degree in political science from Monmouth University. He can be reached in the Wayne, PA office of Alliant at (610) 635-3393 or at Philip.Dunn@alliant.com.

July 09
​Alliant Acquires CLS Partners

Texas-based employee benefits and risk management consultant infuses new innovation into Alliant’s growing national platform

NEWPORT BEACH, CA — Alliant has added one of Texas’ foremost names in employee benefits and risk management consulting to its growing national platform with the acquisition of CLS Partners. The Austin-based firm brings a proven track record of innovation and a talented team of more than 50 professionals to Alliant, bolstering the firm’s presence in the Lone Star State and continuing its national expansion.

“CLS Partners has a sterling reputation for combining technical acumen with proactive service to deliver powerful long-term results to clients,” said Tom Corbett, Chairman and CEO of Alliant. “The CLS team will provide fresh ideas and proven methodologies that enable us to deliver strategic solutions that are backed by data and engineered for success.”

Established in 2008, CLS Partners is a leading provider of employee benefits, risk management, retirement, and technology consulting services. Founded on the belief that “clients deserve a better way,” CLS Partners represents a significant paradigm shift away from the traditional brokerage model. The company executes a proven methodology rooted in data analysis to deliver solutions that optimize business performance and deliver quantifiable impact. CLS services a diverse array of clients with both regional and national operations.

“Since our founding, we have always believed there was a better way to advocate for clients by promoting accountability and transparency while providing the ultimate service experience,” said Clint Scott, Chief Executive Officer of CLS Partners. “By joining forces with Alliant, we have a unique opportunity to leverage a national presence and accelerate our strong and unwavering approach to providing actionable strategies that enhance our customers’ programs and impact their bottom lines.”

CLS Partners is highly regarded for its corporate culture and progressive service delivery model, which has attracted some of Texas’ most innovative insurance minds. The firm attributes its success to the strong partnerships that have been formed among its employees, clients, and vendor partners.

Scott, along with the CLS Partners management team and staff, will join Alliant and continue to service clients from its offices in Austin and Dallas. Terms of the agreement were not disclosed.

June 27
​Alliant Grows Louisiana Team, adds Brian Hotard

Energy and marine specialist to service growing regional client base

NEWPORT BEACH, CA — Alliant continues to add top talent to its Louisiana team with the addition of Brian Hotard. As Vice President within the firm’s Energy and Marine Group, Hotard will provide cutting-edge insurance and risk management solutions to a growing regional client base.

“We continue to see an increasing demand for industry-focused risk solutions in Louisiana, and throughout the greater Southeast Region,” says John Ludwig, Executive Vice President and Senior Managing Director, Alliant Energy and Marine. “Brian joins our team with a proven background of industry expertise, strong relationships, and regional knowledge; all key elements of our ongoing expansion.”

Hotard joins Alliant with extensive experience providing a full range of property and casualty insurance solutions to clients throughout the Gulf South. Prior to joining Alliant, he was a Producing Agent with a large regional insurance brokerage firm where he specialized in clients within the energy and marine sectors.

Hotard obtained his Certified Insurance Counselor (CIC) designation from the National Alliance for Insurance Education & Research. He can be reached in Alliant’s Metairie, LA office at (504) 435-1111 or at Brian.Hotard@alliant.com.

June 21
​Beth Phares Joins Alliant Employee Benefits

Richmond-area consultant to deliver strategic benefits solutions that address the physical and financial health of organizations
NEWPORT BEACH, CA — Alliant Employee Benefits has brought one of Virginia’s most multifaceted employee benefits professionals on board, hiring Beth Phares as Senior Vice President. The Richmond-area consultant will work with clients throughout the Eastern region to deliver strategic employee benefits solutions that address both the physical and financial health of the organization.
“Today’s employers require an approach that is highly consultative and focused on long-term viability,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “For more than 16 years, Beth has designed and delivered programs that are both innovative and effective. She will be a strong addition to our growing team in Virginia.”
Phares joins Alliant with extensive experience in medical, dental, life, and disability insurance. She has dual expertise in fully-insured and self-insured funding approaches and is well-versed in the employee benefits due diligence process for mergers and acquisitions. Phares also has expertise in cost containment, financial analysis, and overall program optimization.
Prior to joining Alliant, Phares was Senior Vice President within the Virginia practice of a national insurance brokerage and employee benefits consulting firm. There, she serviced a broad array of clients with both regional and national operations.
Phares attended the College of William and Mary. She can be reached within Alliant’s Glen Allen, Virginia office at (804) 205-5177 or at Beth.Phares@alliant.com

June 20
​Bob Kristofak Joins Alliant Employee Benefits

Virginia-based employee benefits consultant is a leading authority in cost containment and program optimization

NEWPORT BEACH, CA — Bob Kristofak, one of Virginia’s foremost authorities in strategic planning, cost containment, and program optimization, has joined Alliant Employee Benefits. Hailing from the Richmond area, the new Senior Vice President will work with a diverse portfolio of clients to provide strategic employee benefits solutions that reduce spending, increase performance, and support long-term growth. The Virginia market leader has worked with clients in all four major regions of the Commonwealth. He has also consulted with employers across the U.S. concerning their domestic and global benefits.

“In an environment of rising healthcare costs, Bob has the ability to build programs that not only reduce spending but improve outcomes,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His expertise will add an additional layer of strength and sophistication to our already robust service profile.”

A 30-year healthcare and employee benefits veteran, Kristofak is highly regarded for his ability to develop customized, high-quality employee benefits programs that combat rising healthcare costs. He also developed a proprietary tool assisting employers in optimizing the success of their health, retirement, and workers’ compensation insurance programs.

Prior to joining Alliant, Kristofak was Executive Vice President and Practice Leader with a national insurance brokerage and employee benefits consulting firm. He also has held senior leadership positions with two of the nation’s largest health insurance carriers: United Healthcare and Blue Cross Blue Shield.

Kristofak is a graduate of Randolph-Macon College and has earned his Certified Employee Benefit Specialist (CEBS) designation from the University of Pennsylvania’s Wharton School. He can be reached within Alliant’s Glen Allen, Virginia office at (804) 205-5178 or at Bob.Kristofak@alliant.com.

June 05
Kelley Bernal to Lead Alliant’s SIU Division

​Longtime catastrophe underwriter to lead difference in conditions (DIC) division’s ongoing growth and expansion

NEWPORT BEACH, CA — SIU, a division of Alliant Underwriting Solutions, has hired longtime catastrophe underwriter Kelley Bernal as Senior Vice President and Senior Director of Underwriting. As the new leader of SIU, Bernal will leverage her longstanding expertise within the difference in conditions (DIC) market to grow the division’s capacity, reach, and relationships within the brokerage community.

“We are invested in positioning SIU for long-term growth and expansion; Kelley is proof positive of this commitment,” said Sean McConlogue, President of Alliant Underwriting Solutions. “She joins our team with a deep understanding of the wholesale brokerage community and the many unique variables surrounding the placement process. Her background as a proven underwriter and strong leader will play a prominent role in moving SIU forward.”

A 17-year underwriting veteran, Bernal joins SIU after serving as Vice President and Senior Earthquake Underwriter with one of the nation’s largest independent catastrophe underwriting managers. In this position, Bernal held a leadership role on the firm’s Los Angeles team while underwriting DIC policies using $120 million in domestic and international capacity.

Bernal’s innovation was instrumental in the company’s rollout of a range of internal systems and procedures that increased efficiency and improved performance. She also has experience on the carrier side of the business, where she addressed the wide-ranging needs of the brokerage community.

Bernal earned her bachelor’s degree from the University of San Diego and is a graduate of and current advisor to the Latina Global Executive Leadership Program hosted by the USC Marshall School of Business. She also holds an Associate in Reinsurance (ARe) designation and is co-founder of the Emerging Insurance Professionals organization.

Based in SIU’s Glendale, CA headquarters, Bernal can be reached at (818) 844-2654 or KBernal@siumanagers.com.

May 30
David Harper Joins Alliant Healthcare Group

Longtime healthcare specialist to service diverse Western Region client base
NEWPORT BEACH, CA — Longtime healthcare insurance specialist David Harper has joined Alliant. As Senior Vice President within the company’s Healthcare Group, the Orange County, CA-based Harper will design and deploy customized insurance and risk management solutions to a diverse portfolio of healthcare clients throughout the Western Region.

“As the healthcare market continues to change and evolve, we are dedicated to providing this critical group of clients with innovative and powerful solutions to meet their changing needs,” said Todd Hagemeier, Executive Vice President and Managing Director, Healthcare Group. “David’s unique expertise and tremendous foresight will play a critical role in expanding capabilities within the healthcare market.”

Harper joins Alliant with a deep institutional knowledge of the healthcare industry and a strong command of the regional marketplace. He has earned high regard among his clients for his ability to adapt quickly to changing market dynamics and provide high-value strategic risk solutions for a breadth of industry segments.

Prior to joining Alliant, Harper was Regional Director with a large national insurance and risk management brokerage firm. He also has experience as Founder and President of his own insurance brokerage firm.

Harper is based in the Newport Beach, CA office of Alliant and can be reached at (949) 527-9878 or at David.Harper@alliant.com.

May 14
​Forbes Names Alliant Insurance Services’ Employee Benefits Group one of America’s Best Midsize Employers
Division recognized among the nation’s top places to work
NEWPORT BEACH, CA — Alliant Insurance Services’ Employee Benefits Group has been named one of America’s Best Midsize Employers by Forbes. This recognition places the national employee benefits consulting group among the nation’s top places to work.
“Alliant is committed to building a culture of collaboration and teamwork,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “This honor affirms our commitment to employing the nation’s top benefits professionals as we continue to focus on growth and innovation.”
Alliant Employee Benefits is part of Alliant Insurance Services, one of the nation’s fastest-growing specialty insurance brokerage firms with more than 3,000 employees nationwide and $1.2 billion in revenue. The group is currently in the midst of a significant growth phase, completing a number of strategic acquisitions and adding top benefits talent to its offices throughout the U.S.
Forbes compiles its Best Midsized Employers list in collaboration with Statista, conducting a national survey of more than 30,000 employees. Respondents are asked to rate their willingness to recommend their own employer to others on a scale of 0-10. All respondents were consulted anonymously, with the top 500 employers spanning 25 different industries. The full list of winners can be found here.
May 10
​Alliant Receives Two Break Out Awards

Alliant Specialty’s Normandy Yaeger and Matt McManus Selected for 2018 Business Insurance Break Out Awards
NEWPORT BEACH, CA — Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Normandy Yaeger and Matt McManus have been awarded the sought-after 2018 Business Insurance Break Out Awards. The awards program recognizes 40 professionals in the commercial insurance and risk management sectors who have been in the industry for less than 15 years and have demonstrated outstanding aptitude and professionalism.

“We are a strategic partner for our clients’ business, and I believe this is why we have seen so many of our team members recognized with industry awards,” said Peter Arkley, President, Alliant Specialty. “The 2018 Break Out Awards showcase not only Alliant’s up and coming talent but also proves our commitment to innovation and education.”

  • Normandy Yaeger has 14 years of experience with responsibilities that include overseeing day-to-day client services, surety, and insurance marketing and contract review. Based in the Alpharetta, GA office of Alliant, Yaeger serves as an Assistant Vice President, Account Executive, leading the service team on all insurance and surety needs. She enjoys working with a variety of construction clients locally, nationally, and internationally, including large general contractors, heavy civil contractors, and residential contractors. She maintains strong relationships with her clients as well as underwriters for all the major carriers.
  • Matt McManus specializes in sizeable placements for public sector, healthcare, and real estate clientele. Based in the San Francisco, CA office of Alliant, McManus serves as a Vice President, with a current book of business that consists of over 15 hospitals, four Joint Power Authorities, numerous cities, counties, special districts, colleges and a leading national real estate investment management firm. McManus’ service model for his clients involves responding quickly to their needs, understanding the core business of each client, and working relentlessly to ensure their success.

There will be three regional award ceremonies in New York, Chicago, and Los Angeles in June to celebrate the winners in addition to all winners being profiled on BusinessInsurance.com and in the June issue of the magazine.

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