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September 27
Brian Shaw Joins Alliant in Atlanta

​Seasoned benefits consultant joins Alliant’s growing Absence, Disability, and Life team

NEWPORT BEACH, CA — Alliant continues to add top talent to its Absence, Disability, and Life team, hiring Brian Shaw as First Vice President. The Atlanta-based benefits consultant joins Alliant’s Employee Benefits Group​ and will serve a diverse base of clients throughout the Southeast region. 

“Brian brings a potent combination of analytics and problem solving to deliver innovative solutions to his clients that improve operations and strengthen the bottom line,” said Kevin Overbey, President, Alliant Employee Benefits. “His breadth of expertise and extensive experience within the Southeast region will add additional strength to our growing Absence, Disability, and Life team.”

Shaw has extensive experience designing and enhancing the efficiency of life, disability, and absence management programs for large employers. He is highly regarded for his analytical skills and ability to solve complex problems. Shaw is an industry veteran with a background in underwriting and experience in finance, risk management, customer relationship management, and training and mentoring.

Previously, Shaw was Director-Absence, Disability Management and Life with a global financial services advisory firm and broker. He holds bachelor’s degrees in Spanish and business administration from The University of Georgia and a master’s degree in business administration from Emory University-Goizueta Business School.

Shaw can be reached at (470) 630-6020 or at Brian.Shaw@alliant.com​.​

September 23
Chicagoland Employee Benefits Consultant Matt Malkin Joins Alliant

Malkin joins Alliant with deep expertise in medical insurance, analytics, consulting, and point solutions

NEWPORT BEACH, CA — Experienced benefits consultant Matt Malkin has joined Alliant as Senior Vice President, adding his unique skill set to the company’s Employee Benefits Group within its Vertus Benefits Consulting division. Based in the Chicagoland area, Malkin will provide a range of employee benefits solutions that provide long-term sustainability and growth for clients across the region.

“Matt joins our team with extensive expertise within the benefits sector and a diverse background serving a wide array of industries throughout the Midwest region,” said Kevin Overbey, President, Alliant Employee Benefits. “His ability to meld strategic planning with sound, quantifiable results further strengthens our Employee Benefits Group and makes him a valuable asset to the growth of our team.”

Malkin has significant experience creating innovative employee benefits solutions that improve employee well-being and reduce client costs. He is highly regarded for his expertise with group medical insurance, analytics, consulting, and point solutions. He is a leader in the industry and joins Alliant with extensive experience managing teams that serve a wide array of clients of various industries and sizes.

Previously, Malkin was Senior Director with a global broker, advisory, and underwriting firm. He earned his bachelor’s degree in finance and management information systems from Ohio University and his MBA in business administration from the University of Massachusetts at Amherst-Isenberg School of Management.

Malkin will be working with Alliant’s Executive Vice President and Managing Director Mike Malouf in the Midwest region and can be reached at (330) 701-7230 or at Matt.Malkin@alliant.com.

September 22
Houston’s Ivan Soto Joins Alliant

Property and casualty insurance expert to serve growing regional client base

NEWPORT BEACH, CA —Alliant continues to expand its reach in Texas, hiring Ivan Soto as Assistant Vice President. Based in Houston, Soto will serve a diverse client base and create tailored insurance solutions that address a breadth of industry risks and exposures.

“Ivan is highly successful in building strong, long-term client relationships and proactively addressing their unique needs across a range of variables,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His diverse background and broad industry reach will make him a tremendous asset to our team in Texas and the clients we serve across the region.”

Soto is highly regarded for analyzing core business objectives and delivering strategic insurance solutions that drive results for his clients. He has extensive experience providing solutions for clients with complex goals across a range of industries and sizes. Soto joins Alliant with proven expertise in creating risk management and capital efficient insurance programs.

Prior to joining Alliant, Soto was a Property & Casualty Risk Consultant with a national insurance brokerage and consulting firm. He earned his bachelor’s degree in mass communication and media studies from Sam Houston State University.

Soto can be reached at (832) 623-4887 or at Ivan.Soto@alliant.com.

September 22
Taylor Hargrave Joins Alliant, Adding Expertise to Texas Team

​Dallas-based insurance professional to provide property and casualty insurance solutions to diverse client base

NEWPORT BEACH, CA — Alliant continues to add top talent to its team in Texas, hiring Taylor Hargrave as Vice President. Based in Dallas, Hargrave will design and implement innovative property and casualty insurance programs for a diverse regional client base.

“Taylor has extensive experience delivering insurance programs and solutions that are custom designed to address industry-specific risks and exposures,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “He has a deep understanding of the needs of businesses throughout the region and a broad skill set that will serve as an invaluable asset to our client base.”

Hargrave is highly regarded for creating custom insurance solutions for companies across a range of sizes and disciplines. He joins Alliant with a comprehensive background in property and casualty insurance, including executive and professional liability, risk management, claims management, and loss control services.

Prior to joining Alliant, Hargrave was an Advisor with an insurance agency offering property and casualty, employee benefits, personal insurance, and various other solutions. He earned his bachelor’s degree from Southern Methodist University and attended the New England Conservatory of Music for his graduate studies.
Hargrave can be reached at (214) 998-9882 or at Taylor.Hargrave@alliant.com.

September 10
​Alliant Retirement Consulting Named to PLANADVISER’s 2021 Top 100 Retirement Plan Advisers List

Alliant Retirement Consulting makes top retirement consultants list with more than $5 billion in retirement plan assets under advisement

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has been named to the PLANADVISER Top 100 Retirement Plan Advisers list for the third consecutive year. The division is recognized as one of the top advisers in the nation with at least $5 billion in retirement plan assets under advisement and 200 or more retirement plans under advisement.

“The Alliant Retirement Consulting team consists of retirement specialists who are veterans in the industry and have extensive experience navigating the continuous pace of change within the investment market,” said Kevin Overbey, President, Alliant Employee Benefits. “It is this powerful combination of unique market expertise and unparalleled service that makes Alliant Retirement Consulting one of the nation’s leading advisers.”

Alliant Retirement Consulting provides strategic advisory services to clients across the nation. It is an independent consultant and retirement plan partner and focuses on helping its clients with complex investment decisions and protecting them against potential risks.

The PLANADVISER Top 100 Retirement Plan Advisers list recognizes quantitative standouts in retirement planning. Honorees are judged according to the number of assets under advisement (AUA), or number of retirement plan clients, as well as the actual dollar value of assets under advisement. PLANADVISER is one of the most trusted sources for information among retirement benefits decision makers throughout the nation.

September 09
​Alliant Continues Support of AGC Education and Research Foundation

The Alliant Build America Scholarship benefits students pursuing construction degrees

NEWPORT BEACH, CA — Alliant Insurance Services announces its continued financial support of The AGC Education and Research Foundation. Alliant’s pledge of $100,000 will fund undergraduate and graduate-level scholarships for students enrolled in ABET or ACCE accredited construction management or construction-related engineering programs.

“We are dedicated to inspiring students of all backgrounds to pursue an education in engineering and construction management,” said Michael Cusack, Managing Director and Co-COO, Alliant Specialty. “Alliant’s commitment to the construction industry is unmatched in the broker community, and we are proud to be a catalyst that supports the education of the next generation of leaders in the industry.”

The private, direct scholarship is designed to make a significant difference for students planning a career in the construction industry and can be awarded at any stage of a student’s education journey. Applicants for the scholarship are required to complete an online application and participate in an interview with a local AGC contractor.

Alliant’s industry support also includes involvement in the ACE (Architecture Construction Engineering) Mentor Program, where Michael Cusack is an active board member. The ACE Mentor Program is an award-winning afterschool program designed to introduce high school students to rewarding careers in the architecture, construction and engineering industry, including skilled trades.

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.

September 08
​Employee Benefits Consultant Kurt Lindamood Joins Alliant

Columbus, Ohio-based employee benefits expert to provide strategic solutions to a diverse client base

NEWPORT BEACH, CA — Longtime benefits consultant Kurt Lindamood has joined Alliant as Vice President, adding diverse expertise to its national Employee Benefits Group. The Columbus, Ohio-based Lindamood will provide strategic employee benefits solutions for clients throughout the Midwest region.

“Kurt’s unique background and experience will strengthen the Employee Benefits Group and further expand the breadth of services offered to our growing base of clients,” said Kevin Overbey, President, Alliant Employee Benefits. “His experience creating innovative solutions that support clients and their employees make him a valuable addition to our team.”

Lindamood has significant experience designing and deploying tailored employee benefits programs and solutions for companies spanning a breadth of industries and sizes. He joins Alliant with broad expertise in all areas of the benefits process, including strategic planning, outsourcing, compensation, and human resources consulting.

Prior to joining Alliant, Lindamood was engaged in business development and client relationship management with a global professional services firm offering retirement, investment, and health products and services. He earned his bachelor’s degree in biology from Wittenberg University.

Lindamood can be reached at (419) 306-5282 or at Kurt.Lindamood@alliant.com.

September 02
Alliant Acquires Biggs Insurance Services

​Vancouver, WA firm’s diverse commercial, personal, and employee benefits capabilities further expand Alliant’s Pacific Northwest presence

NEWPORT BEACH, CA — Alliant continues to expand its footprint in the Pacific Northwest, acquiring Biggs Insurance Services​. The Vancouver, WA-based firm joins Alliant with an 86-year history providing personal, commercial, and employee benefits solutions to businesses and individuals in Washington, Oregon, and throughout the Pacific Northwest Region.

“Biggs has a long and proven history of combining outstanding service with a broad and far-reaching portfolio of insurance products and services,” said Tom Corbett, Chairman and CEO of Alliant. “This will further enhance our ability to provide clients across the Pacific Northwest with tailored solutions that address all aspects of their risk profile.”

With a history dating back to 1935, Biggs is one of the largest locally owned, independent agencies in Vancouver, WA and Portland, OR. The company offers a diverse array of insurance solutions that includes commercial insurance, personal insurance, employee benefits, and various consulting services.

“We have built our business on a commitment to local expertise, deep product knowledge, and an approach to service that ensures that all of our clients’ needs are met,” said Rich Biggs, President of Biggs Insurance Services. “Combining our institutional expertise with Alliant’s powerful platform will further enhance our ability to provide our clients with a service experience that is truly best in class.”

Biggs and its team of almost 60 insurance professionals will join Alliant and will continue servicing clients from its Vancouver headquarters. Terms of the agreement were not disclosed.


August 24
​Marcella Beasley Recognized by The National Alliance for Insurance Education & Research

Account Manager named 2021 Outstanding CSR of the Year – California

NEWPORT BEACH, CA — Alliant Insurance Services announces that Marcella Beasley, Account Manager for Alliant Agribusiness, has received the 2021 California Outstanding CSR of the Year award by The National Alliance for Insurance Education & Research. The Outstanding CSR of the Year competition started in 1991 to honor customer service representatives and account managers who have made significant contributions to the insurance and risk management industry.

“Marcella continues to amaze us. Her level of commitment to the insurance industry, our clients and Alliant is admirable,” said Trey Busch, Managing Director, Alliant Agribusiness. “This is one of many well-deserved recognitions that Marcella has been awarded in the past few years, and I know she is just getting started. We are proud to have her on our team.”

Beasley’s essay and credentials will now compete against the 29 other state finalists to be considered for the national winner, usually selected around mid-September.

Over the last few years, Beasley has had a series of accolades. In 2020, Beasley was also named Outstanding CSR of the Year for California. In addition, Beasley was named Young New Professional and Risk Management Professional of the Year by the International Association of Insurance Professionals (IAIP). Beasley was also honored as the 2019 Rookie of the Year by the IAIP and a 2020 Rising Insurance Star Executive (RISE) recipient.

Beasley earned bachelor’s degrees in political science and in theater and dance from Santa Clara University, as well as a master’s degree in government and politics from St. John’s University, Rome Campus.

August 23
Alliant Acquires Northern California-Based ASURA Risk

Acquisition strengthens Alliant’s middle-market presence in property and casualty, employee benefits, and risk management

NEWPORT BEACH, CA — In a move that further strengthens the company’s middle-market presence, Alliant has acquired Northern California-based ASURA Risk. The acquisition brings an extensive portfolio of property and casualty, employee benefits, and risk management solutions under the Alliant banner.

“The ASURA team brings extraordinary value to its clients through their ability to look at an organization’s total risk picture and deliver powerful solutions that protect them for the long-term,” said Tom Corbett, Chairman and CEO of Alliant. “Their proven formula of strategy, relationships, and ethical business practices melds seamlessly with Alliant’s service philosophy.”

Based in San Ramon, CA, ASURA provides a full range of commercial insurance, employee benefits, and risk management services to a diverse client base throughout California. The company deploys an integrated approach to risk aimed at offering a strong barrier of protection for its clients, their employees, and their assets. With risk management serving as a foundational element of the ASURA experience, the firm’s clients benefit from embedded long-term cost reduction, which impacts morale, health, safety, and profitability.

“Partnering with one of the most dynamic insurance organizations in the nation will unlock extraordinary resources across all facets of our business,” said Kevin Kilty, Principal with ASURA Risk. “This will enable us to provide an even higher level of service for our clients; one that is both comprehensive and tailored to their needs.”

Kilty, along with fellow Principals Greg Miller and Jon Wheeler, and the entire ASURA team, will join Alliant and continue servicing clients from its San Ramon headquarters. Terms of the agreement were not disclosed.

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