Twenty-five-year personal lines specialist to manage cross-selling strategies, build market/carrier relationships
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Karen Mondshine has joined the company’s Private Client Group as Vice President and Marketing Director. In this position, she will manage and implement cross-selling strategies to create synergies among Alliant’s diverse portfolio of commercial, employee benefits, and personal insurance clients. Mondshine will also focus on building and maintaining strong market/carrier relationships to maximize value for clients.
Mondshine has more than 25 years of experience in personal lines insurance, delivering a broad range of insurance products and services designed for high-net-worth individuals, business owners, and C-suite executives. She has extensive experience in business development, risk management, brokerage operations management, strategic planning, automation implementation, and operations analysis.
“Karen uses her broad arsenal of skills and visionary leadership to deliver creative solutions that enhance value for clients,” said John Beres, Executive Vice President and Managing Director of Commercial and Corporate Risk - East. “She will play an essential role in increasing the market presence of our Private Client Group by forging strong relationships with clients and carriers, while promoting complementary Alliant programs through cross-selling initiatives.”
Prior to joining Alliant, Mondshine directed national marketing initiatives, managed customer relationships, and oversaw product implementation for a property and casualty insurance company. She holds Certified Insurance Counselor (CIC) and Project Management Professional (PMP) designations and will be based in Houston and reporting to the Private Client Group in New York.
Beverly to develop risk management programs focused on claims reduction and cost savings
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Marcus Beverly has joined the company’s Public Entity Group as Vice President. Beverly will work closely with Alliant’s extensive roster of public entity clients to develop risk management programs that reduce claims and yield significant cost savings.
With 25 years of experience in claims, risk management, and insurance, Beverly specializes in serving joint powers authority (JPA) risk pools and has worked with a breadth of public entities, including cities, counties, school districts, and special districts.
“Marcus has extensive experience setting strategic objectives and overseeing sophisticated risk control programs for public entities in a wide array of locations and disciplines,” said Daniel Howell, Managing Director, Public Entity Group. “He has consistently delivered cutting-edge programs that reduce claims and save clients and pool members millions of dollars each year.”
Beverly will be sharing his public entity risk management expertise as a presenter on June 10 at the 2014 Public Risk Management Association (PRIMA) Conference in Long Beach, CA. His presentation, entitled “Choosing Your SIR – It’s More Than a Number,” will evaluate the quantitative and emotional criteria involved in selecting a self-insured retention (SIR) and will include financial benchmarks, case studies, and interactive workshops.
Beverly holds a Bachelor of Business Administration in marketing and Bachelor of Arts in industrial psychology from the University of Arkansas, Little Rock. He is a former Vice President of the Public Agency Risk Managers Association (PARMA) and a highly regarded conference speaker throughout the industry.
He will be based in the Sacramento, CA office of Alliant.
Twenty-five-year benefits specialist to focus on plan design and implementation
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Blake Chapman has joined the company’s Employee Benefits Group as Vice President. Chapman will focus on plan design and implementation in Illinois and on a national level.
Chapman has extensive experience managing complex national employee benefits accounts, having served on both the brokerage and carrier sides of the business. He also has targeted experience in Mergers and Acquisitions and Administrative Services Only (ASO) funding arrangements. Prior to joining Alliant, Chapman served as a Senior Vice President with a large international brokerage firm.
“Blake’s ability to build trust and cultivate strong customer relationships has played an essential role in his delivery of consistent revenue growth and outstanding customer service,” said Bob Bennetsen, Executive Vice President and Managing Director, Benefits – Northeast. “His breadth of experience and dedication to client service will be a significant asset to us in the growth of our benefits business.”
Chapman holds a Bachelor of Arts degree in business from Lake Forest College in Illinois. He will be based in the Chicago office of Alliant.
25-year benefits veteran to grow Alliant’s San Diego presence, service large employer groups
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Henry Beceiro has joined the company’s Employee Benefits Group as Vice President. Beceiro will employ his expertise in servicing large employer groups to grow Alliant’s business within the San Diego region.
Beceiro has more than 25 years of experience in employee benefits on both the brokerage and carrier sides of the business. He previously served as a Client Executive with a global insurance brokerage firm. He has extensive experience servicing large employer groups across a breadth of industries, including public entity, construction, not-for-profit, manufacturing, and many others.
“Henry has become an influential producer in the employee benefits space by leveraging a vital combination of creativity and customer service,” said Mark Conway, Senior Executive Vice President and Managing Director, Benefits – West. “His ability to employ innovative strategies, alternative funding solutions, and proactive customer service will serve as a catalyst to our ongoing growth.”
Beceiro holds a Bachelor of Arts degree from California State University, Long Beach and the Certified Employee Benefit Specialist (CEBS) designation sponsored by the Wharton School of Business. He is a member of the International Federation of Employee Benefit Plans (IFEBP) and serves on the board of directors for the Compensation and Benefits Association of San Diego.
He will be based in the San Diego, CA, office of Alliant.
Graham and Martin honored for exceptional client service within the construction and healthcare industries
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Senior Vice Presidents Craig Graham and Donald Martin have received the designation of Power Broker by Risk & Insurance. Graham and Martin were honored for their creativity in solving risk-related problems, depth of industry knowledge, and high level of client service. Graham was honored in the construction category, while Martin was recognized for excellence in healthcare.
“Alliant’s producers are highly regarded for their ability to go beyond insurance brokerage and serve as client advocates,” said Tom Corbett, Chairman and CEO of Alliant. “Craig and Don received this prestigious honor for developing an extensive understanding of their clients’ industries, the business climate, and the risk environment. This approach enabled them to discover new and innovative solutions to both protect their clients and reduce insurance costs in a competitive market.”
Graham, Senior Vice President with Alliant Construction Services Group, was honored for his work in securing an “unheard-of deal” for a contractor that is building a tunnel and constructing several high-rise buildings at a New York rail yard. Graham used creative solutions to structure a program that maximized coverage for both projects, while keeping costs at a minimum.
Martin, Senior Vice President with Alliant Healthcare Solutions, the firm’s national healthcare practice, was recognized for delivering dramatic savings to a large specialty children’s hospital in the first year of the contract. His exhaustive program review uncovered numerous opportunities to improve the program, reducing costs by 19 percent.
The Risk & Insurance Power Broker Awards are an annual selection of the most effective and influential commercial insurance brokers. The Power Broker designation is based on nominations by brokers and risk managers, and is judged based on the quality of the application and on references by risk managers in each industry sector. Hundreds of risk managers and risk executives are interviewed in the process of identifying and soliciting, evaluating, and judging the nominees.
22-year veteran to focus on creating new programs, expanding Alliant’s presence in the education sector
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has announced that Tom Boobar has joined the company’s Public Entity Group as Vice President. The education specialist will focus on creating integrated insurance programs for K-12 institutions throughout the United States, expanding Alliant’s presence in this growing sector. He will also serve as practice leader servicing charter schools.
Boobar joins Alliant with 22 years of experience in risk management and insurance with a targeted expertise in education. During his career, he has successfully launched a joint powers authority pool and facilitated its growth to 550 member locations. He also created a national school insurance program, growing it to cover more than 500 member locations in 32 states.
“Tom is among the insurance industry’s foremost education experts,” said Daniel Howell, Managing Director, Public Entity Group. “He has extensive experience identifying underserved areas of the market and designing highly scalable insurance programs that provide an extensive layer of protection against the unique risks and exposures faced by educational institutions.”
Tom holds Bachelor of Science and Master of Science degrees in environmental and occupational health from California State University, Northridge and a Master of Business Administration in finance from Pepperdine University’s George L. Graziadio School of Business and Management.
He will be based in the Newport Beach, CA, office of Alliant.
Energy and Marine Group Vice President honored for excellence in delivering innovative insurance solutions to the energy sector
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has announced that Brian Hudler, First Vice President with the firm’s Energy and Marine Group, has been named one of Oil and Gas Investor’s “Twenty Under 40.” Hudler was recognized for designing and implementing innovative insurance programs for a diverse array of energy companies.
“Brian is among the most dynamic and successful young professionals servicing the energy industry,” said John Ludwig, Executive Vice President and Managing Director of Alliant’s Energy and Marine Group. “He has built a sterling reputation throughout the industry for his ability to structure programs that cover all facets of our clients’ business, including operations, transactions, acquisitions, divestitures, and other risk events.”
Hudler, who works directly with midstream, upstream, and service operators, attributes his success to building long-term client relationships. “We pride ourselves on keeping customers for a long time. It has been a pleasure to create a growing list of people who I trust and are willing to refer me to others,” says Hudler. “I always remember that it’s not about service, but serving others.”
Hudler was also instrumental in the merger that brought his prior company, EnRisk, under the Alliant umbrella. The alliance helped propel the company into one of the largest and most diversified insurance practices in the energy insurance and risk management space.
Oil and Gas Investor’s “Twenty Under 40” list honors young energy professionals under the age of 40 who have demonstrated an entrepreneurial spirit, creative energy, and intellectual skills that set them apart in the industry.
New organization to aggressively grow middle-market presence through strategic acquisitions and investments
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has launched Alliant Americas, signifying an aggressive growth strategy for its commercial business. The new organization will expand Alliant’s middle market presence through strategic acquisitions and investments.
“The goal of Alliant Americas is to create a new standard of excellence in middle market insurance solutions,” said Tom Corbett, Chairman and CEO of Alliant. “The initiative will focus on the acquisition of robust organizations with a shared entrepreneurial culture and value system. This expansion strategy will be built upon the foundation of our existing middle-market business, which stands in a position of great strength.”
Alliant Americas’ acquisition criteria will place a high value on companies in populous areas throughout the United States with a proven history of growth and a strong management team. The organization will be led by Sean McConlogue, who will serve as President of Alliant Americas and be responsible for the strategic direction and leadership of the group. McConlogue currently serves as President of Alliant Specialty Insurance Services (ASIS) and will continue in this role.
According to McConlogue, Alliant Americas represents a partnership opportunity that is unique in the marketplace.
“Alliant Americas will provide a ‘ground-floor’ opportunity for mid-sized agencies to partner with a growing and influential organization that combines the best in service, expertise, and innovation,” he said. “This creates a strong value proposition for their client base and access to the capital, sophistication, program relationships, and resources to propel their business to new levels of success.”
McConlogue will be supported by Alliant’s corporate team, which will play a significant role in leading mergers and acquisitions as well as post-closing integration.
“Alliant Americas is being built with a deliberate vision,” said Greg Zimmer, President and CFO of Alliant. “It aims to capture the very best of professional service, investing in organizations and people who share our passion for creating outstanding client relationships. Part of our vision is to enhance these relationships even further by providing our partners with access to Alliant's proprietary products and expertise. We are pleased that Sean will be directing this effort and are confident that his leadership will take our commercial business to new heights.”
Acquisition brings one of the nation’s largest disability and life consulting firms under the Alliant umbrella
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com), the nation’s largest specialty insurance brokerage firm, has acquired Pittsburgh-based Sagewell Partners, one of the nation’s largest disability and life consulting firms. The strategic acquisition reinforces Alliant’s deep expertise in employee benefits and adds significantly to its bench strength in consulting and services.
“Sagewell, through a commitment to innovation and value-added services, has built one of the most successful disability and life consulting firms in the U.S.” said Tom Corbett, Chairman and CEO of Alliant. “The addition of Sagewell’s talented professionals and extensive service platform will strengthen Alliant’s employee benefits practice as we continue our national expansion.”
Founded in 2006, Sagewell specializes in disability and life benefit plans, absence management solutions, and human resources consulting services. The firm’s potent blend of proactive service and targeted expertise has made it one of the most recognized and respected benefits consultants in the nation.
Sagewell is headed by CEO David Osterhaus, who will serve as Executive Vice President and Managing Director of Alliant. Joining Osterhaus as Executive Vice Presidents from Sagewell will be Robert Holland and Richard Fennell.
According to Osterhaus, the partnership will provide added value for the company’s existing and potential clients through expanded resources and services.
“This alliance will enhance our value proposition for clients and further our promise of providing the most personal and results-oriented service in the industry,” said Osterhaus. “Joining forces with Alliant gives us access to a national infrastructure and in-depth resources in a variety of key areas, including health and productivity, data analytics, and 24-hour absence management. We believe our best days are in front of us.”
Sagewell services a broad array of companies, ranging in size from under 500 to more than 50,000 employees, including some of the world’s most established and recognized brands. The firm employs professionals with diverse backgrounds and skill sets, enabling it to deploy value-added services to a broad range of industries.
Sagewell’s executive team, client services team, and business development team will remain in place following the acquisition. Terms of the acquisition were not disclosed.
20-year veteran to focus on national expansion of construction and environmental practice with focus on the Northeast
NEWPORT BEACH, CA — Alliant Insurance Services (www.alliant.com
), the nation’s largest specialty insurance brokerage firm, has announced that Christopher Alviggi has joined the company’s Construction Services Group as Vice President in its New York office. The environmental insurance specialist will lead business development efforts in the Northeast and structure new programs as Alliant continues to expand its environmental practice nationally.
Alviggi joins Alliant with more than 20 years of experience designing insurance programs that mitigate transactional risk for domestic and international clients. He previously served as Senior Vice President with an international insurance brokerage firm, leading an integrated team that designed, implemented, and administered a global pollution liability placement. His efforts assisted the firm in the growth of its book of core and non-core business.
“Chris has emerged as one of the premier environmental insurance specialists by combining hands-on client service with visionary leadership,” said Peter Arkley, Senior Managing Director, Alliant. “He will be instrumental in our continuing efforts to grow our presence in the environmental space and offer our clients innovative, value-added insurance programs that lead the market.”
Alviggi brings a broad understanding of the reinsurance and alternative risk markets and has serviced a diverse array of industries, including chemical, real estate, and transportation, for several high-profile brokerage firms. He holds a bachelor’s degree in finance and insurance and a master’s degree in international finance and global insurance from the College of Insurance (now St. John’s University).