Lawyers professional liability specialist to service diverse portfolio of law firm clients
NEWPORT BEACH, CA - Lawyers professional liability specialist Nate Stortzum has joined the ProQuest division of Alliant as Vice President, where he will service a diverse portfolio of law firm clients. The Chicago-based Stortzum will employ his proven legal expertise to design and develop comprehensive insurance and risk management solutions for clients, while facilitating ProQuest's continued expansion.
"Nate leverages his vast knowledge of the law firm space with a sound technical expertise to provide clients with insurance and risk management solutions that are truly best in class," said Sean McConlogue, President of Alliant Specialty Insurance Services (ASIS). "He will play an integral role in growing ProQuest's national reach and reputation as the premier insurance partner for the legal community."
In addition to employing his expertise in ProQuest's foundational legal insurance products, Stortzum will also facilitate the growth of various newer offerings, including reps and warranties coverage and data breach security coverage.
Prior to joining ProQuest, Stortzum was Midwest Regional Manager for the IronPro division of Ironshore. There, he was charged with professional liability operations for the Midwest and co-managing Ironshore's lawyers professional liability book nationally. He also worked with Lloyd's of London brokers on U.S. and non-U.S. business
Stortzum holds a bachelor's degree from St. Norbert College and an MBA from Loyola University in Chicago. He is a member of the Midwest Insurance Committee for City of Hope and a member of the Midwest board of directors for the Professional Liability Underwriting Society (PLUS).
ProQuest, a division of Alliant Insurance Services, provides tailored risk solutions to meet the unique needs of law firms throughout the United States. As a premier insurance partner to the legal community, ProQuest's team of professionals offers keen insights into the legal profession and the special challenges confronting law firms today, providing creative and successful solutions in the face of the volatile economic and insurance market cycles.
About Alliant Specialty Insurance Services (ASIS)
Alliant Specialty Insurance Services (ASIS) combines sound underwriting, superior claims management, and powerful distribution to deliver a range of industry-specific wholesale insurance solutions. ASIS employs a broker-centric approach to the business, offering a full range of insurance and risk management products and services backed by enhanced carrier relationships. ASIS programs are designed to position broker partners and their clients for optimum success.
20-year claims consultant to provide broad-based claims management expertise to Northern California clientele
NEWPORT BEACH, CA - Veteran claims management consultant Jennifer Umbright is bringing her potent blend of claims advocacy, risk management, and education to the Sacramento office of Alliant. As a Workers' Compensation Claims Advocate within the company's Alliant Americas division, Umbright will advise a diverse portfolio of middle market clients throughout Northern California.
"Alliant Americas is wholly dedicated to providing localized expertise that helps middle market clients navigate the increasingly complex claims landscape," said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. "Jennifer brings an added layer of strength and sophistication to our claims team, bolstered by more than 20 years in the Northern California market."
Umbright's far-reaching claims experience spans the management of self-insured claims, captives, and guaranteed cost policies. Throughout her career, Umbright has helped clients from a broad array of industries in various stages of the claims process, serving as a trusted liaison among insurance carriers and third-party administrators. She has also played an important educational role, providing consultative expertise that helps organizations avoid claims situations before they occur.
Prior to joining Alliant, Umbright was a Claims Management Consultant with ESM Solutions, Inc. providing claims management, while proactively educating clients in the critical areas of claims and disability management, accident investigation, litigation strategies, return-to-work, and strategic planning to reduce workers' compensation experience modifications (X-Mods). She also has more than a decade of experience with Travelers Insurance focusing on AOE/COE investigation, subrogation, and litigation management.
Umbright holds her Workers' Compensation Claims Administration designation from Insurance Education Associates and is in the process of obtaining her Workers' Compensation Claims Professional designation.
About Alliant Americas
Alliant Americas provides midsized businesses with targeted insurance, risk management, and consulting services. As a dedicated middle-market platform with offices throughout the United States, Alliant Americas delivers a range of products and services that are regionally focused and backed by the company's deep reservoir of research, resources, and talent. By "Thinking Forward," Alliant Americas deploys a total solution to its clients that goes beyond insurance to improve business outcomes.
New office and top talent expand Alliant’s presence within the Gulf Coast Region
NEWPORT BEACH, CA — Alliant has expanded its presence in the Gulf Coast region with the opening of its New Orleans office. The office will be manned by Christian Chauvin and Noah Hardie, who have joined the company’s Alliant Americas division to provide insurance and risk management solutions to clients in a range of industries and disciplines.
“The addition of Christian and Noah provides a unique opportunity for us to expand both our regional influence and service offerings,” said Bob Bennetsen, Executive Vice President and Senior Managing Director, Alliant Americas. “As an organization dedicated to specialization and local expertise, their diverse backgrounds and extensive experience, both in New Orleans and internationally, will be a tremendous asset to our clients.”
Chauvin joins Alliant as First Vice President with experience serving a broad array of industries, including marine, oil and gas, financial services, real estate, private equity, construction, and many others. Prior to joining Alliant, Chauvin was a Vice President with a full-service regional insurance brokerage firm, where he produced and managed some of the agency’s largest and most high-profile clients.
Chauvin holds a bachelor’s degree from the University of Tennessee. A former Southeastern Conference football standout, Chauvin played for both the Tennessee Volunteers as well as the Louisiana State University Tigers, where he earned Freshman All-SEC honors. He can be reached at (504) 908-9077 or at Christian.Chauvin@alliant.com.
Hardie is a former FBI officer and U.S. diplomat with a breadth of experience in the public and private sectors who will also serve as First Vice President. Prior to joining Alliant, Hardie was a Lead Task Force Officer with the FBI, serving as a State Department Representative to the FBI’s Joint Terrorism Task Force (JTTF) and acting as a liaison among numerous government agencies. The former U.S. Air Force Captain also has experience as a Chief Financial Officer in the construction industry.
Hardie holds a bachelor’s degree in economics from the U.S. Air Force Academy and an advanced certificate in international maritime law from the International Maritime Law Institute in Malta. He can be reached at (504) 250-2444 or at Noah.Hardie@alliant.com.
About Alliant Americas
Alliant Americas provides midsized businesses with targeted insurance, risk management, and consulting services. As a dedicated middle-market platform with offices throughout the United States, Alliant Americas delivers a range of products and services that are regionally focused and backed by the company’s deep reservoir of research, resources, and talent. By “Thinking Forward,” Alliant Americas deploys a total solution to its clients that goes beyond insurance to improve business outcomes.
Feinberg to focus on expanding company’s Northeast presence in real estate and various other key verticals
NEWPORT BEACH, CA — Michael G. Feinberg has joined the Real Estate Group of Alliant Insurance Services as Executive Vice President, where he will deploy his broad industry expertise to deliver sophisticated risk management and insurance solutions to clients throughout the region. The Boston-based Feinberg will play an integral role in the expansion of Alliant’s presence in his home city and throughout the greater Northeast, servicing clients in real estate and a range of other industries.
“Michael will play a key strategic role in the continued regional expansion of our real estate practice,” said Michael Heid, Executive Vice President and Managing Director of Alliant’s Real Estate Group. “His diverse experience in brokerage and underwriting adds an additional layer of strength to our vast arsenal of advantaged products and services.”
Prior to joining Alliant, Michael was Executive Vice President and a member of the national real estate practice of a global insurance brokerage. In this position, he provided sound consulting and thought leadership on the delivery of the firm’s insurance and risk management broker services, while managing a robust national portfolio of real estate clients across multiple sectors. He also has prior experience as an underwriter with large carriers.
In addition to real estate, Michael will continue to service clients of various sizes in a range of industries, including technology, private equity/venture capital, and manufacturing/distribution.
Feinberg holds a bachelor’s degree in economics from Tufts University.
He can be reached in Alliant’s Boston office at (617) 535-7240 or at Michael.Feinberg@alliant.com.
Award-winning producer adds distinguished insurance and risk management expertise to Alliant collection
NEWPORT BEACH, CA — Fine art specialist Sarah Johnson Court is bringing her distinguished collection of risk management and insurance expertise to Alliant Insurance Services. As Vice President, the award-winning producer will service a diverse portfolio of high-net-worth clients the world over, while playing a key role in expanding Alliant’s reach within the fine art sector.
“Sarah is a dynamic insurance professional who operates with an inside perspective on the fine art sector, gained through years of study, travel, and hands-on experience,” said Jeff Moench, Senior Executive Vice President and Senior Managing Director, Alliant Specialty. “Sarah has achieved remarkable results by focusing on her clients’ unique needs and providing high-end products and services that match their sophisticated requirements.”
Johnson Court, who received “40 Under 40” honors from Business Insurance and the lauded “Power Broker®” designation from Risk & Insurance, is highly regarded for handling the far-reaching and complex risks associated with fine art collections. Additionally, she has experience working with high-net-worth individuals, celebrities, and athletes to insure homes, yachts, wine collections, private planes, and other high-value items. The Miami-based Johnson Court also offers consulting and expertise in life insurance, kidnap and ransom, event cancelation, and other related solutions.
Prior to joining Alliant, Johnson Court was Director of the Global Fine Art Practice of an international insurance brokerage firm advising on corporate and private collections all over the world. She also spent six years in London working with some of the world’s top private and commercial collections, where she was a Lloyd’s of London Broker.
Johnson Court is a well-traveled student of the arts, earning her bachelor’s degree in art history from the University of Massachusetts Amherst and her master’s degree in art history from Richmond, The American International University in London. She is also active in ArtTable, a national organization dedicated to advancing women’s professional leadership in the visual arts.
Johnson Court can be reached in Alliant’s Miami office at (786) 810-5642 or at Sarah.JohnsonCourt@alliant.com.
Alliant division continues growth powered by tailored services and quantitative results
NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has joined some of the industry’s leading retirement advisers and teams on the prestigious PLANADVISER Top 100 list. Alliant Retirement Consulting was recognized among teams with more than $5 billion and 250 retirement plans under advisement.
“Achieving success in today’s competitive retirement market requires a tailored approach to planning based on a careful evaluation of each client’s challenges, opportunities, and long-term goals,” said John Cunningham, Senior Vice President of Alliant Retirement Consulting. “We have reached this important milestone by combining a highly focused approach to service with sound financial performance that stands the test of time.”
Central to Alliant Retirement Consulting’s continued growth and success is its consistent adherence to industry best practices. The team recently received ASPPA Retirement Plan Service Provider Certification by the Centre for Fiduciary Excellence for the third consecutive year, one of the industry’s most sought-after designations.
“This certification confirms that Alliant operates according to the highest standards of excellence within the retirement industry, a key factor in earning the continued business and trust of our clients,” said Cunningham.
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 plans under advisement. PLANADVISER Magazine is among the most trusted sources for information among retirement benefits decision makers throughout the U.S.
John A. Cunningham is an Investment Advisor registered representative offering securities and advisory services through Cetera Advisor Networks, LLC Member FINRA/SIPC. Some investment advisory services offered through Vicus Capital, Inc., a federally registered investment advisor. Alliant, Vicus Capital, and Cetera Advisor Networks are separate non-affiliated entities.
Alliant Insurance Services, Inc.
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New York, NY 10019
Healthcare risk specialist brings innovation and technical expertise to growing healthcare practice
NEWPORT BEACH, CA — Robert Schuhriemen is bringing his powerful blend of innovation and technical expertise to Alliant Healthcare Solutions, the healthcare practice of Alliant Insurance Services. As Senior Vice President, the 24-year industry veteran will provide multifaceted risk solutions to a diverse portfolio of healthcare clients throughout the United States.
“In a fast-evolving industry like healthcare, you need a risk professional who can adapt to changing market dynamics and deliver innovative solutions that keep pace with new and evolving risks,” said Todd Hagemeier, Executive Vice President and Managing Director, Alliant Healthcare Solutions. “Robert’s diverse experience and sound technical acumen will play an integral role in protecting our clients from risks both today and tomorrow.”
Schuhriemen joins Alliant with experience servicing all corners of the healthcare industry. His expertise includes the design and implementation of healthcare captive insurance companies, the deployment of IT solutions to better underwrite and manage physician insurance risks, and the delivery of innovative new program structures and service lines.
Prior to joining Alliant, Schuhriemen was a Client Executive with a global insurance brokerage firm, servicing a broad base of clients that included healthcare systems, community hospitals, large multi-specialty physician groups, and integrated healthcare systems.
Schuhriemen holds a bachelor’s degree in philosophy from St. Pius X Seminary College, a Master of Divinity from Mount St. Mary’s University, and attended the MBA program at the University of Connecticut.
Schuhriemen can be reached in Alliant’s Chicago office at (312) 546-5627 or at Robert.Schuhriemen@alliant.com.
Portland-based professional brings background spanning all facets of the marine business
NEWPORT BEACH, CA — Marine insurance expert Andy Lewis has joined Alliant Insurance Services as Vice President within its Energy and Marine Group. With a background spanning all facets of the marine business, the Portland-based Lewis will service a diverse, national portfolio of clients through the delivery of industry-focused insurance and risk management solutions.
“With the torrid pace of global commerce continuing to bring about new and evolving risks, Andy’s broad experience and deep understanding of the marine business is a tremendous asset to Alliant,” said John Ludwig, Executive Vice President and Managing Director of Alliant’s Energy and Marine Group. “His arrival adds breadth and depth to our already strong marine practice and expands our reach in key strategic markets.”
As one of the region’s leading marine insurance professionals, Lewis joins Alliant with an expertise as broad and multifaceted as the marine business itself, spanning tug and barge, marine construction, pilot liability, cargo/stock throughput, blue water shipping, ports and terminals, and renewable energy. Prior to joining Alliant, he was Vice President with a Portland-based insurance brokerage firm servicing a large portfolio of marine clients.
An industry expert, dedicated philanthropist, and former college athlete, Lewis holds bachelor’s degrees in economics and history from the University of Washington, where he was a member of the Huskies’ 2001 Rose Bowl champion football team. He is past president of the Maritime Commerce Club and a board member with Friends of the Children, a local charity focusing on at-risk youth.
Lewis can be reached in Alliant’s Portland office at (503) 471-1320 or at Andy.Lewis@alliant.com.
Partnership marks Alliant’s fourth acquisition within the region since late 2014
NEWPORT BEACH, CA — Alliant Insurance Services continues to expand its presence in the Pacific Northwest with the acquisition of Spokane, WA-based Andre-Romberg Insurance Agency. Alliant’s acquisition of the 70-year insurance stalwart is its fourth within the region since late 2014 as the firm continues its commitment to providing regionally focused insurance and risk management expertise to clients through its Alliant Americas division.
“Andre-Romberg’s long and storied history within the region is a testament to its commitment to taking an active role in its clients’ success,” said Tom Corbett, Chairman and CEO of Alliant. “As an organization founded on this principle, Alliant will partner with the outstanding team at Andre-Romberg to continue this legacy and provide an even higher level of excellence to the businesses and people that form the backbone of the region.”
Founded in 1946, Andre-Romberg provides a full spectrum of commercial risk management and personal insurance solutions backed by prompt service, proven carrier relationships, and a long-standing reputation for treating its clients like family. The agency offers a broad range of products and services, providing its diverse client base with a one-stop-shop for business, homeowners, renters, auto, and many other insurance solutions.
Andre-Romberg will operate as part of Alliant Americas, which provides the middle market with regionally-focused insurance products and services through a dedicated national platform. The continued expansion of the division has provided Alliant with the flexibility to partner with regional insurance agencies spanning a breadth of sizes and specialties, united by a shared commitment to service and entrepreneurialism.
“Alliant is the only company we would have considered based on its entrepreneurial culture and strong leadership,” said Ken Kurtz, President of Andre-Romberg. “As part of the Alliant family, we will further solidify our commitment to local clients, while leveraging Alliant’s deep resources and national platform to further enhance our service offerings.”
Kurtz, along with Andre-Romberg’s entire management team and staff, will join Alliant and continue to service clients from its Spokane offices. Terms of the agreement were not disclosed.
With expertise in investment banking, real estate investment, and insurance, Dobbs will help Alliant expand its presence in the U.S. and abroad
NEWPORT BEACH, CA — Well-traveled real estate specialist Mark Dobbs has joined Alliant Insurance Services as Vice President within the company’s Real Estate Group. Dobbs comes onboard with a multifaceted background that includes investment banking, real estate investment, insurance, risk management, and international business, which he will deploy to expand Alliant’s reach in the U.S. and abroad.
“As the real estate market continues to expand and diversify, Mark will offer a global perspective to our group that will help our clients mitigate risk and increase value,” said Michael Heid, Executive Vice President and Managing Director of Alliant’s Real Estate Group. “This will help us provide an increased level of sophistication to clients with portfolios in all markets and asset classes.”
The Los Angeles-based Dobbs will employ his multidisciplinary approach to deliver insurance and risk management solutions that shield real estate owners and developers from a breadth of exposures. He will focus on organizations with portfolios spanning various product types.
Prior to joining Alliant, Dobbs was Vice President within the Construction and Real Estate Group of a global insurance brokerage firm, where he serviced middle market to large institutional clients. Dobbs also worked within the real estate industry as a Senior Investment Consultant specializing in the multifamily market and within the investment banking sector in London.
Dobbs holds a bachelor’s degree in business administration from San Francisco State University. He also completed studies at the University of Paris, Oxford University, and the European Business School at the University of Wales.
Dobbs can be reached in Alliant’s Los Angeles office at (213) 270-0139 or at Mark.Dobbs@alliant.com.