Based in the firm’s San Diego office, Parker is responsible for carrier relations and managing insurance placements
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced the promotion of Natalie Parker, Vice President and producer in the San Diego, CA, office to the newly created position of West Coast Marketing Manager for the company’s Commercial and Corporate Risk Group.
In her new position, Parker is joining the national marketing team led by Executive Vice President Jim Mannino and will serve as a market resource and representative for carrier relations. She is responsible for cultivating and maintaining existing carrier relationships, identifying and establishing new carrier partnerships, advising brokers about market developments and carrier risk appetites, and fostering positive working relationships between carriers and brokers.
With 24 years of industry experience, Parker joined Alliant in 1999. During her 14 years with the company, she has worked exclusively with the firm’s workers’ compensation and property/casualty clients. She is involved in all services related to marketing, servicing, and placement of loss-sensitive and alternative risk workers’ compensation programs as well as traditional property/casualty placements.
Natalie also provides brokerage and consultation to public and private employers specializing in real estate, educational facilities, non-profits, and manufacturing. She serves as chair of Alliant’s Specialized Product Development Team specific to workers’ compensation.
“Natalie Parker has demonstrated outstanding management and leadership skills that have won her the respect of both clients and our company’s brokers,” stated Jim Castle, Senior Executive Vice President and Managing Director for the Commercial and Corporate Risk Group. “She is a strategic problem-solver who is always prepared to confront new challenges and has established an exemplary record of developing highly successful solutions for a wide range of clients.”
With a Bachelor of Science degree in business administration from San Diego State University, Natalie is a licensed Fire and Casualty Broker-Agent in California and other states.
A growing number of companies are finding that it makes good business sense to hire people who might otherwise be consigned to sheltered workshops or remain idle
By Margo Rossevelt / Orange County Register
Five days a week, Lisa Scognamiglio takes the bus to a Newport Beach insurance office. Her main job is to remove paper clips and staples from piles of documents before they're scanned. She earns $8 an hour – minimum wage – for 6½ hours a day.
A tedious task?
Scognamiglio, 23, doesn't think so. "I love it here. I couldn't ask for a better job," she said. "People are friendly and nice."
Her co-worker, Adam Hogan, 25, feeds the documents into the scanner. "I like to scan," he said. "I check the papers for backsides. If there are backsides, I scan two sides. The pay is great. I love being paid."
Scognamiglio and Hogan suffered mild brain damage as children – Scognamiglio as a result of cancer, Hogan in the wake of viral encephalitis. They are among thousands of mentally and physically disabled Orange County residents who, by traditional market standards, are all but unemployable.
A growing number of companies, however, in partnership with Goodwill of Orange County and other nonprofits, are finding that it makes good business sense to hire people who might otherwise be consigned to sheltered workshops or remain idle.
Workers with autism, cerebral palsy and Down syndrome wrap silverware into napkins at California Pizza Kitchen restaurants, fold clothes at T.J. Maxx stores and repackage remote controls at Cox Communications.
Besides Alliant Insurance Services, which hired Scognamiglio and Hogan, companies such as First American Title, Nike, Oakley and Marshalls have hired teams of workers with disabilities through Goodwill.
While Goodwill is well known as a place to donate or buy used clothing and furniture, the nonprofit also is one of Orange County's biggest philanthropies, with 1,037 employees and an annual budget of $77 million.
"Goodwill offers a hand up – not a handout," said President and CEO Frank Talarico Jr., echoing the motto of the organization founded by a Boston minister in 1902. "The name of the game is jobs."
In recent years, Goodwill has broadened its mission to serving anyone with what it calls a barrier to employment. Mental and physical disabilities remain a primary focus, but the organization also works with job seekers with a history of drug use, criminal records, a lack of English skills, long-term unemployment, depression, homelessness or poverty.
Overall, the organization served about 10,000 Orange County residents last year with skills assessments, resume writing, vocational training, navigating public transportation, job placements and interpretation in American Sign Language. Goodwill case workers speak Spanish, Vietnamese, Tagalog, Chinese and Cambodian.
For job seekers with mental or physical challenges, the odds of finding employment are slim, especially in a still-fragile economy. According to California's Employment Development Department, only 20 percent of the state's disabled residents were in the labor force – either employed or looking for work – in February, as compared with 68 percent of those without disabilities.
Many of California's disabled are too severely afflicted or too old or lack the incentive to work. For those actively seeking employment, however, the jobless rate was 18.8 percent in February – more than twice the rate of nondisabled workers.
Aiding bottom lines
In July, the National Governors Association launched a yearlong effort to expand employment for the disabled. The group is holding forums "showcasing best practices of peer businesses to dispel myths around hiring individuals with disabilities," and will publish a blueprint for action, said Delaware Gov. Jack Markell, chairman of the association.
"Companies are recognizing that creating greater economic opportunity for these workers improves their own bottom line," he told fellow governors. "It doesn't matter whether you were born with additional challenges to face or – in the case of our wounded veterans, for example – acquired them later in life. What matters is what you have to offer."
Alliant, with a staff of 175 in Newport Beach and offices in 39 states, hired Goodwill-referred workers over a year ago to help digitize 25 years of paper records stored in hundreds of boxes.
"In the beginning, it was charity," said Nancy Chavez, Alliant's senior operations manager and first vice president. "I was patting myself on the back. But they earn every penny we pay them."
Scognamiglio, Hogan and a third worker, Amir Niavarani, who at first spoke only Farsi, have taken on other tasks, too. They tidy up the break room, wash interior windows, refill paper trays in copy machines and shred sensitive documents.
Disabled staffers may work somewhat more slowly, but "we would have hired temps at a much higher rate," Chavez said. "This is a win for us."
At Fountain Valley's VCA All-care Animal Referral Center, Administrator Tracey Johnson hired five disabled workers, referred by Goodwill, who clean cages, sweep floors and do laundry. They save the center $9,000 a month as compared with the cost of a professional cleaning service, she said.
Moreover, small businesses can take advantage of a tax break for hiring disabled workers, she added.
But that's not what her 135-member staff of veterinarians and other professionals appreciates most. The disabled workers "are extremely cheerful," Johnson said. "They are so happy to have a job. It adds a warm fuzzy – a morale boost for the staff."
The hospital pays the five workers minimum wage and offers benefits, including health insurance and paid vacation. The relationship extends beyond work: Johnson recently attended a Special Olympics volleyball game in which one of the workers played. Another staffer took the disabled employees trick-or-treating on Halloween.
Some clients are able to work independently, but Goodwill also deploys 150 full-time job coaches to oversee teams of workers on-site. Paid with state and federal funds, the coaches handle any behavioral issues and train clients to master new tasks.
"It takes patience," said Francis Trejo, the job coach at Alliant. "Our program participants can get frustrated. If they have to count brochures, they might be able to count to 25, but not to 100. They can't sort things in alphabetical order."
Hogan said Trejo, a former preschool teacher, is a big help. His scanned documents go to her computer before they are sent, so she can catch occasional errors. In the break room, she makes sure forks, knives and spoons land in separate containers.
"Silverware is the hardest," Hogan said. "You have to do it one way, in a row. Sometimes I forget."
Job coaches must explain to some workers why they can't repeatedly hug their bosses, or allow food to fly out of their mouths in the lunchroom. Incidents arise: one worker hid in a closet when he was stymied by a task; another, during an anxious day, took 14 bathroom breaks.
As disability experts see it, the cost of coaching to the taxpayer is outweighed by the money that hard-to-employ workers are able to earn for their expenses, thereby cutting their dependency on Social Security and cash aid.
According to the National Governors Association, the U.S. spends about $300 billion annually to support unemployed workers with disabilities, while 67 percent of working-age people with disabilities would rather have a job than be unemployed.
Last year, Goodwill placed 1,119 disabled and disadvantaged clients in competitive jobs. Nearly half work at private companies, including 15 who operate inserting machines at the Orange County Register in Santa Ana, folding advertisements into newspapers.
About half were hired directly by Goodwill, in its 21 stores and drop-off centers, its document shredding business and its e-waste facility dismantling computers and televisions.
Disabled workers supervised by Goodwill job coaches also work for the government, for example at the federal courthouse in Santa Ana, where they serve as janitors and landscapers, and at Camp Pendleton, where they serve food in the cafeteria.
On average, these competitive jobs pay $8.38 an hour.
For the more severely disabled, however, Goodwill operates a program for about 360 clients who work two to four hours a day at a job, with the rest of their time devoted to recreation and training in day-to-day skills. They are paid between $1.50 and $8 an hour based on productivity.
To an able-bodied worker, the salary would be meager. But at Goodwill's community services office, twice-monthly paydays turn into parties. On a recent Friday, men and women with intellectual impairment, spinal cord injuries, cerebral palsy and other disorders happily waved their pay envelopes in the air, hugged each other, argued about baseball teams and chatted about how they would spend their money.
Working at Fountain Valley's T.J. Maxx is "easy breezy," said Cory Bowers, 32, who was born with Down syndrome. "It feels good. I sort clothes in sizes."
In addition to clients placed in the community, 213 disabled people work as trainees in sheltered workshops at Goodwill's sprawling Santa Ana headquarters. Some assemble kits with toothbrushes, toothpaste and soap for prisoners. Others learn how to operate heat-sealers and shrink-wrap machines for businesses that contract with Goodwill for packaging. Still others sort through donated goods or clean the facility. They earn between $2.15 and $8 an hour, depending on productivity.
Federal law allows disabled workers to be paid below minimum wage, but only if each worker's productivity is tested every six months by the labor department, and compared with that of an able-bodied worker doing an identical task.
Nonetheless, the National Federation for the Blind has organized protests at Goodwill stores in several states to protest the organization's use of subminimum wage.
Last year, the National Council on Disability, an independent federal agency, called for a phase-out of what it called "a little-known relic of employment policy that assumed people with disabilities were not capable of meaningful, competitive employment."
Talarico defends the practice, saying that workshops accommodate people who are unable to get jobs in the community, and that employers will not hire the disabled if they lose money doing so. "If you pay everyone the minimum wage, then it is an entitlement program," he said.
Talarico has set a goal to double the number of workers, including injured veterans, that Goodwill helps to "get and keep jobs" over the next five years – those he calls "the more difficult to serve, and some cases near impossible to serve."
A marketing program to raise awareness of Goodwill's mission is in the works. The organization is sending officials to chambers of commerce to explain the job coach system, and inviting the public to twice-monthly tours of its Santa Ana facilities.
The challenge is to dispel what disability workers say is a natural fear of the unknown among employers unfamiliar with developmental disorders and other disabilities. The organization must also confront workplace stigmas associated with mental illness, homelessness and long-term unemployment.
Chavez, the Alliant first vice president, is convinced that more businesses would open their doors to disabled workers such as Scognamiglio and Hogan if they knew about "their willingness to work and their kind spirits. We have gained so much. They do so much more than we expected."
And what happens when she runs out of documents to digitize? "We'll figure it out," she said. "They're not going anywhere."
Based in the company’s San Diego office, he will direct Alliant’s internal risk management program
Newport Beach, CA--Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, has announced that Dennis Monahan has joined the company as Vice President/Director of Risk Management. He is based in the firm’s San Diego office.
With more than 25 years of risk management experience, Monahan is responsible for directing Alliant’s corporate risk management program across its nationwide platform. This includes developing, implementing, and monitoring company risk management policies; developing and managing the corporate insurance budget; working with senior management to identify risk strategies; and identifying and securing the appropriate insurance coverages.
Monahan joins Alliant from Sempra Energy, a Fortune 500 energy services company based in San Diego, where he was Insurance and Risk Advisory Manager. At Sempra, his responsibilities included development of the risk mitigation program for 14 company renewable energy projects in the Western U.S. and Mexico, as well as insurance placements for Sempra’s property program, wildfire reinsurance, and off-short business assets.
His career also includes key risk assessment and management positions at international investment firm Berkshire Hathaway and at Enel, SpA, a global energy firm based in Milan, Italy.
“Dennis Monahan has a proven record in developing and directing risk management programs for industry-leading companies, and his extensive experience in virtually every aspect of corporate risk management will be a tremendous asset in managing the complex risks faced by Alliant,” stated Diana Kiehl, Alliant Chief Administrative Officer. “In addition, Dennis brings extensive legal knowledge and strong analytical, project planning, and interpersonal skills to this key corporate position.”
Monahan holds a Bachelor of Science degree in mathematics and economics from Boston College and a law degree from Suffolk University.
Partnership adds pharmacy benefits bidding and selection services to menu of employee benefit product exchanges
ATLANTA – IBX (www.ibxonline.biz
), a pioneer in the online RFP process for group insurance contracts, has entered into a new partnership with Truveris, Inc. (www.truveris.com
), a leading health information technology company delivering pharmacy data validation, analytics, and pricing solutions. By collaborating with Truveris, IBX will enhance its portfolio of services for the IBX Advisor Network by adding pharmacy benefits bidding and selection services.
“We made a decision to add pharmacy capabilities in early 2012 and were looking for a way to expand those offerings,” states Christopher Schott, IBX National Director. “Truveris provides a technology that is an ideal fit with the IBX approach of increasing competition for employers, saving time for advisors, and reducing the overall potential for errors in the procurement process.”
As a result of its partnership with Truveris, IBX will establish the IBX PBM Exchange, to be powered by TruBid, one of the products in the Truveris suite. TruBid is the only platform capable of generating automated analysis with instantaneous financial and qualitative results, according to the company. Through the use of TruBid and the IBX PBM Exchange, members of the IBX Advisor Network will be able to:
- Specify contract needs to customize the pharmacy RFP and bidding process for each employer client
- Instantly estimate bid savings and overall value of each vendor for every client
- Compare competitive bids side-by-side in an objective report card to determine best financial options accordingly
In addition to more effectively managing the pharmacy benefit RFP process, TruBid will enable the IBX PBM Exchange to encourage transparency among participating pharmacy benefit managers (PBMs). PBMs that enter the RFP process go through two rounds of bidding, the second allowing them to view the blinded bids submitted in the first round. Once the winning PBM is selected, TruBid exports the agreed upon definitions, pricing schedule, and service terms, which results in stronger contracts for employers.
IBX will also utilize TruGuard, another Truveris product that validates claim payment accuracy, ensures regulatory compliance and manages pharmacy spend. TruGuard will empower IBX to provide automated audits for its clients, giving them better oversight of their claims management.
“Truveris specializes in the development of software applications for pharmacy benefits,” said Bryan Birch, President and CEO of Truveris. “TruBid and TruGuard are ideal products for IBX and its clients. We look forward to working with IBX as it grows and achieves new goals this year.”
Founded in 2009, Truveris develops proprietary software to drive efficiency, transparency and cost containment within the prescriptions claims space. Truveris helps pharmacy benefits payors to negotiate agreements with prescription benefit managers (PBMs), validate claim payment accuracy, ensure regulatory compliance, and manage pharmacy spend. Based in New York City, Truveris is funded by First Round Capital, Tribeca Venture Partners, New Leaf Venture Partners and New Atlantic Ventures. More information is available at: www.truveris.com
Since its inception in 2010, IBX has pioneered the online negotiation and procurement of employee benefit contracts, beginning with life and disability, and adding medical stop loss, dental and vision. Today, the IBX Advisor Network has over 50 member firms in more than 25 states. Based in Atlanta, GA, with operations in Chattanooga, TN, IBX has successfully completed more than 1,500 transactions accounting for over $2 billion in annual premium expenses, and continues to grow. More information is available at: www.ibxonline.biz
Ryad Dahbi, Bill O’Reilly, and Kaori Matsumoto will head new Alliant group, Asia Strategic Resources
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliantinsurance.com), the nation’s largest specialty insurance brokerage firm, has announced the hiring of three top risk management and insurance producers in its New York City office to head the company’s new group, Asia Strategic Resources (ASR), which will specialize in developing and servicing U.S.-based Asian corporate clients.
The three new producers are Senior Vice President Ryad Dahbi, Senior Vice President Bill O’Reilly, and Vice President Kaori Matsumoto. They join Alliant from a Top 5 international insurance brokerage where they were key members of that firm’s New York City-based Japan team.
Collectively, the new Alliant producers have more than 60 years of diverse experience in meeting the specialized risk management and insurance needs of Asian corporations operating in the U.S.
“The addition of Ryad Dahbi, Bill O’Reilly, and Kaori Matsumoto provides Alliant with extensive expertise about the special insurance and risk management needs of major Asian corporations that operate in the United States,” said Walter Harris, Alliant Vice Chairman and Senior Managing Director, Commercial and Corporate Risk Group. “In addition, each of them is highly knowledgeable about key business issues that are important to Asian-owned companies, and each has an intimate understanding of those companies’ corporate cultures, a critical factor in doing business with them.”
“With Ryad, Bill, and Kaori heading up our new Asia Strategic Resources team, Alliant gains immediate credibility with the Asian corporate marketplace in a wide range of industries,” Harris emphasized.
Dahbi, who has 19 years of risk management experience, has focused on large international organizations in diverse industries, including retail, telecommunications, pharmaceutical, automotive, and electronics. He has held international brokerage and risk-consulting positions in New York, London, and Tokyo. In addition to his previous position with the Japan corporate client team, his brokerage experience includes managing a team that provided risk and insurance solutions to large corporations operating out of Hong Kong.
With 25 years in brokering and underwriting, O’Reilly has served clients in heavy manufacturing, consumer products, transportation, financial, and construction chemical industries, including Fortune 100 companies. Prior to his previous position, he was Senior Client Advisor for another prominent global brokerage firm where he was instrumental in creating innovative solutions for difficult placements.
Matsumoto has 16 years of experience in consulting and marketing property and casualty and employee benefits programs to predominantly Japanese companies. At Alliant, she will be responsible for developing new business, managing carrier relationships, and ensuring that programs meet specific client needs and standards.
With 20 years of broad experience, he specializes in workers’ compensation for large national accounts
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliantinsurance.com), the nation’s largest specialty insurance brokerage firm, has announced that property and casualty broker James C. Peasley has joined the company as First Vice President in its Newport Beach office.
With 20 years of experience that includes underwriting, insurance brokerage, and account management, Peasley has broad expertise in structuring loss-sensitive and alternative risk programs specific to workers’ compensation for large national accounts in the hospitality, manufacturing, retail, and temporary staffing industries.
He joins Alliant after five years with a national top 5 insurance brokerage firm, where he served as Senior Vice President in the firm’s Carlsbad, CA, office. In that position, he was responsible for new business production, strategic planning and program development, and account management.
“Jim Peasley has built an outstanding reputation for program innovation and highly personalized client service in meeting the insurance and risk management needs of major national accounts in highly specialized industries,” said Jim Castle, Alliant Managing Director, Commercial Group. “In addition, his industry-specific expertise, knowledge of the Southern California marketplace, and outstanding business development skills will be valuable assets for Alliant in expanding our presence within those industries.”
Peasley holds a Bachelor of Science degree in economics from San Jose State University.
Reshma Dalia and Mandy McNeil are among those honored at New York City luncheon
NEWPORT BEACH, CA — Two professionals of Alliant Insurance Services (www.alliantinsurance.com), the nation’s largest specialty insurance brokerage firm, are among 25 honorees in the 2012 Women to Watch competition sponsored annually by Business Insurance, a leading national insurance industry publication. The winners were honored at a December 4 awards luncheon in New York City.
The two Alliant honorees were: Reshma Dalia, Senior Vice President of Operations and Finance for Alliant’s Construction Services Group, who is located in the firm’s Los Angeles office; and Mandy McNeil, Managing Director of Moore-McNeil, LLC, an Alliant-owned firm in Nashville that provides independent insurance due diligence and outsourced risk management services to lenders, sponsors, and private equity entities.
“Both Reshma and Mandy are dedicated, extremely talented professionals who are truly deserving of this prestigious honor, having achieved enviable records of success in their respective specialties while meeting the highest standards of professionalism,” stated Tom Corbett, Alliant Chairman and CEO. “They not only have proven themselves professionally in the marketplace, they are selflessly helping to raise other women to their level of success through personal mentoring.”
“It is especially noteworthy that Alliant is represented by two winners in this year’s Women to Watch competition,” Corbett continued. “Given the number of companies eligible to enter, and the large number of entrants, this is an outstanding reflection on all women in Alliant leadership positions.”
In addition to Alliant’s two 2012 honorees, previous Alliant winner Bonnie Boone was one of the speakers at the awards luncheon. Boone, Senior Vice President with Alliant Healthcare Solutions, the national healthcare practice of Alliant, was honored in 2008.
According to Business Insurance, Women to Watch annually spotlights 25 women “who are doing outstanding work in commercial insurance, reinsurance, risk management, employee benefits and related fields, such as law and consulting.” Winners are selected by a panel of senior editors at Business Insurance who consider various criteria, including recent professional achievements, influence on the marketplace, and contributions to the advancement of women in business.
NEW YORK—Leading global investment firm Kohlberg Kravis Roberts & Co. L.P. (together with its affiliates, "KKR") (NYSE: KKR) today announced an agreement to acquire Alliant Insurance Services, Inc., the nation's largest specialty insurance brokerage firm, from Blackstone (together with its affiliates, "Blackstone") (NYSE: BX).Terms of the transaction were not disclosed.
Tom Corbett, Chairman and CEO of Alliant said, "This transaction marks the next phase of Alliant's growth and offers us an exciting opportunity to continue to build the business and offer best in class products and services to our clients. We are pleased to be partnering with KKR and appreciate the positive role that private capital can play in helping us manage our business and execute a growth strategy. This transaction will enable Alliant to remain independent and maintain its market leading position."
The management team and employees of Alliant own approximately 45% of the company and will roll over a substantial portion of their investment in the company.
Tagar Olson, Member of KKR, said, "Alliant's leadership team has built a unique insurance distribution franchise that is differentiated in its expertise, product offerings and client relationships. We are excited to partner with the Alliant team as it builds on the successful track record of product innovation, platform expansion and accretive acquisition activity in the specialty insurance marketplace."
Chinh Chu, Senior Managing Director of Blackstone, said, "Alliant's deep entrepreneurial culture combined with best in class specialized products have allowed it to stand out as an industry leader. Blackstone was pleased to have worked with Alliant's management team over the past five years to help expand the company's market reach and strengthen its national presence through a series of strategic acquisitions."
JP Morgan Chase and Blackstone Advisory Partners served as advisers to Blackstone and Alliant on the transaction. The transaction is expected to close in the fourth quarter, subject to certain conditions.
Founded in 1976 and led by Henry Kravis and George Roberts, KKR is a leading global investment firm with $66.3 billion in assets under management as of September 30, 2012. With offices around the world, KKR manages assets through a variety of investment funds and accounts covering multiple asset classes. KKR seeks to create value by bringing operational expertise to its portfolio companies and through active oversight and monitoring of its investments. KKR complements its investment expertise and strengthens interactions with investors through its client relationships and capital markets platform. KKR is publicly traded on the New York Stock Exchange (NYSE: KKR). For additional information, please visit KKR's website at www.kkr.com.
Blackstone is one of the world's leading investment and advisory firms. We seek to create positive economic impact and longterm value for our investors, the companies we invest in, the companies we advise and the broader global economy. We do this through the commitment of our extraordinary people and flexible capital. Our alternative asset management businesses include the management of private equity funds, real estate funds, hedge fund solutions, credit-oriented funds and closed-end funds. The Blackstone Group also provides various financial advisory services, including financial and strategic advisory, restructuring and reorganization advisory and fund placement services. Further information is available at www.blackstone.com.
Applied Systems recently presented its inaugural Pinnacle Awards, the company’s highest customer honor, to a select group of leading agencies for their partnerships with Applied Systems and their deployment of the company’s software in making significant contributions to their businesses and the insurance industry.
Alliant was among the winners announced at TENCon 2012, the flagship event for users of Applied Systems software. The award recipients were selected based on their embodiment of the spirit of the Pinnacle Award, including innovation in product deployment, the power of partnership, and the ability to deliver proven and tangible business results to their organizations. Accepting the award on behalf of Alliant at the event was Diana Kiehl, Chief Administrative Officer, and Steve Sampiere, Chief Technology Officer.
In recognizing Alliant and the other winners, Reid French, Applied Systems Chief Executive Officer, stated, “Each of these key industry leaders has used Applied Systems software to achieve their business objectives with greater efficiency and speed than ever before. All of us at Applied Systems are honored to support these fine organizations in their innovative usage of technology for the betterment of their agencies and the business of insurance.”
To learn more about the Pinnacle Awards, visit the Applied Systems web site.
As First Vice President in New York office, Scherpf will focus on specialized corporate and not-for-profit clients
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliantinsurance.com), the nation’s largest specialty insurance brokerage firm, has announced that veteran employee benefits producer Paul Scherpf has joined the company’s Employee Benefits Group in New York City as First Vice President.
With more than 30 years of experience as a senior manager on both the broker and carrier sides of the business, Scherpf serves both corporate and not-for-profit clients, focusing on those in the manufacturing, financial, legal, distribution, and education markets. In addition to employee benefits, he also is licensed to provide property and casualty coverage and surety products.
Scherpf joins Alliant from a national top 10 insurance brokerage firm, where he was Senior Vice President in its New York office.
“Paul Scherpf has focused on the New York market for the past 20 years and has established a record as a top producer in meeting the unique employee benefits and insurance needs of his specialized clientele,” stated Richard Fleder, Executive Vice President and Managing Director of Alliant’s Employee Benefits Group—Northeast. “His knowledge of the marketplace, combined with his business development and client servicing skills, will be an extremely valuable asset to Alliant’s employee benefits practice in this key market.”