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March 02
​Alliant Acquires Group Insurance, Incorporated

Acquisition of Louisiana-based general agency expands group insurance offerings across Alliant’s employee benefits platform

NEWPORT BEACH, CA — Alliant has acquired Group Insurance, Incorporated (GII), a full-service employee benefits provider and one of Louisiana’s leading group insurance brokerage firms. The acquisition of the Baton Rouge-based general agency adds a diverse portfolio of group insurance products and services to the company’s national employee benefits platform. GII will be part of the Employee Benefits Group of Alliant.

“Group Insurance has a long history of success in providing exceptional, boutique service and fastidious dedication to their brokers and carriers, while leading the market in diverse insurance offerings,” said Tom Corbett, Chairman and CEO of Alliant. “The firm’s strategic approach to employee benefits will enhance Alliant’s strength and service in the Southeast and throughout the U.S.”

Founded in 1971, Group Insurance and its brokers offer a breadth of employee benefits solutions and consulting services that include health, life, disability, dental, vision, final expense, accident, and various other ancillary products. In addition to its group insurance offerings, GII offers various individual insurance and ancillary products through its wholly owned subsidiary, Insurance Services of America (ISA).

“Joining forces with Alliant provides a unique opportunity for Group Insurance and its brokers to expand product offerings and core services while maintaining the client-first culture that has defined our success,” said Dan Jumonville, Founder/President/CEO of GII. “This new partnership represents both an affirmation and extension of our commitment to providing market-leading products and solutions backed by a highly personal approach to service.”

Jumonville and the entire Group Insurance, Inc. team will join Alliant and will continue to service its growing client base from its Baton Rouge headquarters. Terms of the agreement were not disclosed.

March 01
​Alliant Employee Benefits Restructures Ahead of Regional Growth

National employee benefits group sets sights on aggressive expansion within three formalized regions

NEWPORT BEACH, CA — On the strength of continued regional growth and accelerated business momentum, Alliant has restructured its Employee Benefits Group. The national division will focus on aggressive expansion within three formalized regions.

“We see a significant opportunity to grow our footprint by meeting the needs of our clients and partners on a regional level and addressing the unique market dynamics that drive their business,” said Kevin Overbey, President, Alliant Employee Benefits. “This new structure will enable us to partner with our teams and clients to provide a truly end-to-end experience while driving and measuring program performance to inform a better result going forward.”

The newly restructured Alliant Employee Benefits will feature three formalized regions, led by seasoned Alliant benefits leaders who have been promoted into Senior Managing Director roles:

  • Eastern Region, led by Senior Managing Director Eric Levy
  • South and Southwest Region, led by Senior Managing Director Bret Goodman
  • Northwest and Midwest Region, led by Senior Managing Director Steve DiPietro

Each of these newly promoted individuals will work directly with Managing Directors and service teams to foster targeted growth and expansion within each dedicated region.

In addition to its new regional focus, Alliant Employee Benefits will continue to dedicate significant resources to driving innovation within the division. This includes an ongoing focus on data-driven analysis and continued efforts to enhance client experience. The new regional structure will also play a key role in galvanizing career path expansion for employees across the division.

“Working collaboratively, we will continue to develop world-class solutions that drive value and efficiency as we chart our path forward to a thriving future,” said Overbey.

February 25
​Derek Whipple Joins Alliant Insurance Services

Alliant adds power expertise to Energy & Marine Specialty vertical

NEWPORT BEACH, CA — Derek Whipple has joined Alliant Insurance Services as Senior Vice President, Energy & Marine. Whipple’s employment significantly enriches and expands the Alliant Energy & Marine capabilities located on the West Coast.

Whipple has a long tenure in the insurance brokerage world and a specialized focus on power-related energy. “Derek’s unique combination of engineering and finance expertise adds a more robust service offering to our E&M Power team,” said John Ludwig, Co-COO, Alliant Specialty. “His knowledge will prove invaluable to our clients, markets, and the overall Alliant family as we continue to grow.”

Prior to joining Alliant, Whipple held a variety of broking and leadership positions in the power and energy sectors. His 25-plus years of experience includes power generation, conventional thermal plants, such as gas and coal-fired facilities to renewable energy including solar, wind, storage, and alternative technologies. His experience spans both operations and construction programs, which includes contractual risk transfer, alternative capital structures, and business interruption associated with the competitive power markets.

Whipple began his career as a field engineer for a large highly protected risk carrier. Whipple earned a Bachelor of Applied Science degree in Chemical Engineering from the University of British Columbia and an MBA with an emphasis in Finance from Washington State University. Whipple is a licensed fire protection engineer in the state of Washington.

Whipple can be reached at (510) 233-3301 or Derek.Whipple@alliant.com. Whipple is based in the San Francisco office of Alliant.

February 24
​Jessie Guerrero Joins Alliant Insurance Services

Alliant adds significant expertise in the Power & Downstream segments

NEWPORT BEACH, CA — Jessie Guerrero has joined Alliant Insurance Services as Senior Vice President, Energy & Marine. Located in the Houston office, Guerrero strengthens the depth of experience of the Alliant Energy & Marine team. His vast knowledge of all segments of the energy sector will be drawn upon to deliver enhanced consulting solutions for Alliant power and downstream clients. Guerrero will manage the placement of operational and construction coverages and provide strategic advice to power, LNG, downstream, and energy clients.

Guerrero’s extensive experience in both the private and public energy sectors is a notable expansion of knowledge to Alliant. “Jessie’s power generation competence, operations knowledge, and procurement management proficiencies add significant potency to our E&M Power team,” said John Ludwig, Co-COO, Alliant Specialty. “Jessie has cultivated longstanding relationships at the highest levels of customers and markets. His presence on the team places Alliant at the forefront of this sector.”

Prior to joining Alliant, Guerrero was a Managing Director in the energy practice for a global insurance brokerage firm. His expertise reaches across the entire spectrum of energy and heavy chemical. His passion is to provide strategic advice beyond the renewal, ensuring his clients have the best available information to make decisions.

Guerrero’s energy career includes construction project management of power plants, six sigma designations, energy asset trading, and he was the Director of Strategic Procurement for a large energy company with responsibility for the contractual relationship with EPCs and vendors to build simple cycle, combined cycle and renewable power plants, as well as environmental control projects for fossil plants.

Guerrero’s 30-plus year career began with hands-on operation and supervision of nuclear power plants on board U.S. Naval Submarines. He achieved the rank of Lieutenant Commander and has been designated as a Chief Nuclear Engineering Officer by the Department of Naval Reactors.

Guerrero can be reached at (832) 317-4878 or Jessie.Guerrero@alliant.com.

February 23
Alliant Powers into 2021 with Nine Power Broker® Honorees

Alliant Power Broker winners exemplify leadership, resilience, and strength amid extraordinary circumstances

NEWPORT BEACH, CA — Alliant continues to demonstrate its industry leadership, broad reach, and regional expertise, with nine team members receiving the esteemed Power Broker® designation by Risk & Insurance. Alliant’s 2021 honorees come from various backgrounds and regions throughout the U.S. They exemplify the company’s continued growth, expansion, and leadership across a breadth of disciplines.

“During an extraordinary year, our brokers rose to the challenge and continued to deliver top-notch service with the innovation, ingenuity, and industry expertise that are hallmarks of the Alliant experience,” said Tom Corbett, Chairman and CEO of Alliant. “Every honoree has demonstrated flexibility and determination by consistently serving their clients’ unique needs across a range of industries. Our Power Brokers are a true representation of the organizational strength of Alliant Insurance Services.”

Alliant’s 2021 Power Brokers are:

  • Tony Burchett, Vice President
  • Donna Hodges, Executive Vice President
  • Andrea Kiefer, Assistant Vice President
  • Michael Menerey, Senior Vice President
  • Sheneen Nicholson, Assistant Vice President
  • Brendan Quinlan, Senior Vice President
  • Emily Quinlan, Vice President
  • Sherry Souders, First Vice President
  • Shannon Westmoreland, Assistant Vice President 

In addition to its nine winners, Alliant had four Power Broker finalists. They are:

  • Catherine Borbone, Executive Vice President
  • Noah Hardie, Senior Vice President
  • Catherine Juricic Easly, First Vice President
  • Robert Rochelle, Vice President

The Risk & Insurance editors and writers choose the Power Broker honorees based on their applications, references, and client testimonials. They judge nominees’ recent accomplishments in providing exceptional risk solutions, customer service, and industry knowledge. Clients, insurers, brokerages, service providers, and individual brokers can nominate applicants for the Power Broker designation.

February 22
​Alliant Private Client Named Best High-Net-Worth Insurance Broker at 2021 PAM Awards

Alliant Private Client recognized for exceptional achievement, innovation, and client service

NEWPORT BEACH, CA — Alliant Private Client, a division of Alliant Insurance Services, has been named Best High-Net-Worth Insurance Broker at the 2021 Private Asset Management (PAM) Awards. This is the third time Alliant Private Client has earned this honor for its outstanding service to clients and continued innovation in asset management. The PAM Awards recognize the achievements of top investment professionals, wealth advisors, legal firms, consultants, and other key service providers.

“Winning a PAM Award is a high honor in the private client community and is a true testament to the exceptional service, innovation, flexibility, and creativity Alliant Private Client offers its clients,” said Cindy Zobian, Executive Vice President and Managing Director, Alliant Private Client. “Our team went above and beyond and launched a wealth of specialized practices last year to meet our clients’ unique and complex needs. I believe our hard work and dedication in serving each client led to this prestigious award.”

The PAM Awards have paid tribute to top-performing service companies for their remarkable accomplishments for more than two decades. A panel of 20 judges review each entry and select winners based on several performance indicators, including innovation, client satisfaction, and financial growth. A full list of winners can be found here.

Alliant Private Client offers a full suite of insurance and risk management services to private clients across the U.S. The team focuses on helping families and individuals preserve their wealth and secure their legacy.

February 01
Alliant Names Kevin Overbey President of Employee Benefits Group

Longtime Employee Benefits leader promoted to oversee ongoing growth and expansion of national employee benefits division

NEWPORT BEACH, CA — Alliant has named Kevin Overbey as President of its Employee Benefits Group. The longtime benefits leader at Alliant will be charged with overseeing the ongoing growth and expansion of the national division while facilitating a robust pipeline of new products and innovations.

“During his 13-year tenure with Alliant, Kevin has demonstrated tremendous stewardship and vision, playing a central role in our position as a national leader in employee benefits consulting,” said Tom Corbett, Chairman and CEO of Alliant. “His entrepreneurial and collaborative approach to the business has allowed the Employee Benefits Group to remain agile, expand its expertise, and maintain the depth of service needed to help clients stay ahead of shifting markets.”

As Senior Executive Vice President and Senior Managing Director of Alliant Employee Benefits, Overbey directed the division’s growth from $100 million to $600 million in revenue, while building an extensive innovation pipeline for employers nationwide. As President, he will continue these efforts while expanding the size and scope of the division and its offerings and directing a diverse team of benefits consultants and service professionals across the U.S.

Overbey is a 30-year veteran of the employee benefits industry with experience spanning a breadth of domestic and international clients. He previously was a founder and Managing Partner of ClearPoint, one of the largest privately held insurance brokers in the Pacific Northwest, prior to its acquisition by Alliant in 2008.

January 28
Andrew Catapano Joins Alliant Insurance Services

Recognized business insurance leader named Executive Vice President

NEWPORT BEACH, CA — Andrew Catapano has joined Alliant Insurance Services as Executive Vice President, Alliant Construction Services Group. Catapano specializes in complex, high-valued property, casualty, public entity, construction, and corporate risk management insurance programs. He will be based in the New York office.

“Andrew has a strong network of relationships with industry leaders and senior executives of large public entities throughout the northeast,” said Michael Cusack, Co-COO, Alliant Specialty. “We hope to capitalize on those relationships.”
Catapano has over 40 years in risk management, and prior to joining Alliant was executive vice president of a global insurance brokerage firm. Catapano has served as president and CEO of multiple insurance brokerage firms.

Catapano earned a bachelor of science degree and a master of business administration with honors from Dowling College. He has been honored as ‘Humanitarian of the Year’ by Family Residences and Essential Enterprises (FREE) and has served on the Board of Directors for Long Island Association, Long Island Philharmonic, and the United Way. He currently serves on the Board of Directors for The New York Building Congress.

Catapano can be reached at (212) 603-0152 or at Andrew.Catapano@alliant.com.

January 19
Lauren Gregory Joins Alliant Insurance Services

​Public entity and infrastructure leader expands East Coast expertise

NEWPORT BEACH, CA — Lauren Gregory has joined Alliant Insurance Services as Senior Vice President, Alliant Specialty Group, Public Entity. Gregory will serve as a leader in Alliant Public Entity focusing on public entity and infrastructure, and will be located in New York.

Gregory expands Alliant’s expertise in public entity to the East Coast and will structure a Public Entity & Infrastructure team to provide more responsive and proactive service to East Coast-based public agencies. Gregory will also develop new public entity and construction clients.

“Lauren’s extensive risk management experience, legal background, and underwriting knowledge adds significant fire power to our team in New York,” said Michael Cusack, Co-COO, Alliant Specialty. “We are strong drivers in the West Coast public entity market, and with Lauren at Alliant, we have immediately advanced our public entity infrastructure capabilities in the East.”

Prior to joining Alliant, Gregory was Executive Vice President of a global insurance brokerage firm where she worked closely with the world’s largest port authority and some of the largest public entities in the country, including the New York Metropolitan Transportation Authority (MTA) as director of MTA Risk and Insurance Management. Gregory has also served as Senior Vice President of a risk management consulting firm where she specialized in captives. Of particular note, Gregory formed the first captive insurance company in the state of New York and was appointed as President of the company in 2003.

“Lauren is one of the preeminent public entity authorities in the industry,” said Dan Howell, Managing Director, Alliant Public Entity. “We are delighted to add someone of Lauren’s caliber to our team.”

Gregory earned a juris doctor degree from Touro College Jacob D. Fuchsberg Law Center and an MBA in risk management from the College of Insurance. She is admitted to the New York State Bar and is a Construction Risk and Insurance Specialist (CRIS) and an Associate is Risk Management (ARM).

Gregory can be reached at (631) 235-1590 or at Lauren.Gregory@alliant.com.

January 15
​Alliant Fortifies Insurance Consulting Offering in Northern California

STANCE Renewable Risk Partners to join Alliant Insurance Services

NEWPORT BEACH, CA — Alliant Insurance Services, Inc. has announced the acquisition of STANCE Renewable Risk Partners, an insurance due diligence and consulting firm based in the San Francisco Bay Area. The acquisition brings a team of highly skilled consulting veterans to Alliant who will help to broaden its capabilities.

STANCE is led by co-founders Sam Jensen and Anthony Retort, providing a streamlined, quality experience for clients with an emphasis on consulting for projects in the renewable energy space. Their unique process integrates seamlessly into project flow, allowing clients and counsel to focus on the broader picture of their company’s goals. John Ludwig, Co-COO, Alliant Specialty, stated: “The STANCE team is a great addition to Alliant; they complement our existing Nashville consulting operations nicely and help to further strengthen our energy consulting offerings.”

“STANCE is excited to be joining the Alliant team, said Sam Jenkins, Co Founder, STANCE. The continued growth of renewables, coupled with hard insurance market conditions, has resulted in a more complex and dynamic landscape in terms of placements and financing. From our perspective, broadening the energy consulting division will benefit the industry as a whole.”

Terms of the agreement were not disclosed.

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