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July 23
Mark Goode to Build Alliant Public Entity Education & Pooling Practice

Joins largest Public Entity broker

NEWPORT BEACH, CA — Alliant Insurance Services announces that Mark Goode has joined the firm as Senior Executive Vice President and Managing Director. At Alliant, Goode is to establish the Alliant Public Entity Education & Pooling practice. From his vantage point in Charlotte, NC, Goode will expand Alliant’s dominant position in the West Coast across the country and throughout the Eastern seaboard. Public entities from schools and universities to municipalities and states and pooling agencies will benefit from Goode’s highly valued consultation and advice.

Dan Howell, Senior Executive Vice President, Managing Director, Alliant Specialty, commented: “I have known Mark for over 20 years, and the opportunity to combine forces at Alliant is a big win for our clients and organization. Our Education & Pooling practice will expand our ability to serve clients across the company and brings true thought leadership in the public entity arena.”

“Alliant has a unique manner of shaping a public entity’s risk transfer approach; and to create the Public Entity Education & Pooling practice at Alliant is an honor. Alliant has the platform that allows clients, including public entities, to better manage their risks,” said Goode. “It is a privilege to join the nationally recognized public entity team and to bring the power of Alliant to all public agencies.”

Goode is a leading figure in the public entity space and is highly regarded by public agencies across the nation, works with municipalities, states, counties, special districts, educational organizations, and government pools to help public entity clients manage risk in the most cost-efficient manner while ensuring the unique challenges of public entities’ complex risks are met.

A 30-year industry veteran, Goode previously worked at Willis and Aon and views the Alliant platform, which focuses on placing the clients’ interests first, as the best method to service public agencies. Goode will lead the sales and client servicing effort and expand Alliant Public Entity throughout the East Coast.

Based in Charlotte, NC, Goode can be reached at (704) 594-7311 or at Mark.Goode@alliant.com.

July 21
Alliant Insurance Services Adds Construction Expertise

Tim McGinnis named Senior Vice President

NEWPORT BEACH, CA — Alliant Insurance Services has announced Tim McGinnis has joined the company as Senior Vice President, Construction Services Group. In this role, McGinnis will focus on providing innovative and strategic risk management solutions for construction clients across all lines of business.

“Tim’s vast casualty and builder’s risk experience in managing sophisticated risk management programs make him a highly valued resource to contractors throughout the Alliant platform,” said Michael Cusack, Co-COO, Alliant Specialty. “In addition, Tim’s experience and extensive market relationships will support our teams on strategic new business and existing client engagements.”

With more than 30 years of experience in the insurance industry, McGinnis has held various specialized positions as a carrier, broker and risk manager for a large general contractor. McGinnis joins Alliant from a global insurance broker where he held several roles, including West Region Construction Leader, North American Builders Risk Practice Leader, Wrap-Up Broker and Client Advocate for several construction clients.

McGinnis earned a Bachelor of Arts degree from the University of Houston and holds a Property & Casualty license in Texas.

July 14
Energy and Trade Credit Expert Jay Rose Joins Alliant

Longtime industry specialist to expand MGA capabilities of Alliant Underwriting Solutions division

NEWPORT BEACH, CA — Longtime energy and trade credit expert Jay Rose has joined Alliant as Senior Vice President within the company’s Alliant Underwriting Solutions (AUS) division. Rose will build a premier team with targeted industry expertise and a depth of underwriting capabilities to expand the division’s MGA capabilities within the power and energy sector. AUS is among the nation’s top 10 MGAs, generating in excess of $1.6 billion in annual gross written premium.

“Jay’s unique industry experience and deep expertise within the trade credit and surety market will play a critical role in the expansion of our offerings,” said Sean McConlogue, President, Alliant Underwriting Solutions. “He is a proven industry veteran who has experience leading highly successful teams that provide best-in-class solutions to the brokerage community and energy markets.”

Rose joins Alliant with a depth of capabilities creating unique liquidity solutions for transactions involving the buying, selling, and movement of critical energy commodities: a highly stable and predictable component of the supply chain. His experience includes launching a dedicated energy industry practice within the trade credit community.

Prior to joining Alliant, Rose was Managing Director within the energy practice of one of the world’s largest providers of trade credit insurance. Under Jay’s leadership, the practice built dedicated expertise and expanded the product suite, offering tailored trade credit solutions for energy commodity transactions as well as on-demand payment bonds and fronting solutions to provide letter of credit equivalent instruments for energy commodity contracts requiring assurance. These solutions provided some of the largest market participants with increased liquidity and capital relief.

Rose will be based in Dallas. He can be reached at (469) 951-7131 or at jrose@preferredconcepts.com.

July 06
​Jennifer Baumann Named one of San Diego Business Journal’s Women of Influence in Law

Alliant Executive Vice President and General Counsel honored among the region’s top legal professionals

NEWPORT BEACH, CA — Alliant Executive Vice President and General Counsel Jennifer Baumann has been named one of the San Diego Business Journal’s Women of Influence in Law. The honor places the longtime legal expert among some of Greater San Diego’s top legal professionals.

“Jennifer’s leadership and depth of legal expertise has played an essential role in facilitating Alliant’s continued growth and expansion, even during a time of great uncertainty,” said Tom Corbett, Chairman and CEO of Alliant. “Jennifer and her team are committed to providing practical, business-oriented legal solutions that foster Alliant’s irrepressible entrepreneurial spirit.”

The veteran legal professional received the honor on the strength of her leadership during a period of significant growth for Alliant. Baumann’s San Diego-based legal team, staffed by nearly 90% female attorneys, plays an instrumental role in providing legal guidance across all aspects of Alliant’s business, including acquisitions, technology, recruitment, operations, and finance.

Since stepping into her current role as General Counsel, Baumann has supported Alliant through 20 acquisitions and the addition of nearly 1,800 new hires. She also collaborated directly with executive management and operations to facilitate the enterprise-wide transition to remote work during the global pandemic.

The San Diego Business Journal’s Women of Influence in Law honors excellence in leadership, consultation, and legal expertise, encompassing enterprising women in all areas of the legal profession.

June 21
​Alliant Celebrates 2021 Elite Women Honorees

Insurance Business America recognizes Lilian Vanvieldt, Eleni Carras, and Sonji K. Grandy as Elite Women

NEWPORT BEACH, CA — Alliant team members Lilian Vanvieldt, Eleni Carras, and Sonji K. Grandy, have earned the esteemed honor of being named Elite Women by Insurance Business America. They earned this distinction based on their exceptional service, business results, and commitment to mentoring and promoting the advancement of women in insurance.

“Lilian, Eleni, and Sonji exemplify Alliant’s longstanding commitment to entrepreneurialism, mentorship, and excellence,” said Tom Corbett, Chairman and CEO of Alliant. “Our 2021 honorees have driven results, provided excellent client service, and have been true advocates for creating an inclusive and collaborative environment at Alliant.”

Vanvieldt, Executive Vice President and Chief Diversity & Inclusion Officer (CDIO), is a 30-plus-year public entity insurance industry veteran, education insurance specialist, and longtime community activist who uses her experience, influence, and passion to support the growth and advancement of individuals from all backgrounds within the insurance industry.

Carras, Vice President and Benefits Consultant Lead, provides a full range of employee benefits consulting services and strategies to clients from a broad range of industries. She has played a pivotal role in creating a culture of inclusivity, mentoring younger women to reach their full potential in the insurance field.

Grandy, Assistant Vice President and Account Executive within Alliant Private Client, serves high-net-worth clients and designs creative insurance programs that protect both their valuable assets and legacy. She has 14 years of experience crafting insurance solutions for successful individuals to help protect themselves, their families, and their valuable assets.

Alliant’s 2021 Elite Women were honored with women from across the nation who have excelled in the insurance industry and have risen to the top of their field as leading performers.

June 08
​Alliant Completes Merger with Personal Lines Insurance Leader Confie

Merger places the nation’s largest personal lines insurance distributor under the Alliant banner

NEWPORT BEACH, CA — Alliant has completed its merger with Confie, the largest personal lines insurance distributor in the U.S. The agreement brings Confie’s extensive family of leading personal insurance brands, more than 3,500 employees, and in excess of 1 million customers under the Alliant banner. The two firms announced a definitive merger agreement in April 2021.

“The finalization of our partnership with Confie positions Alliant as a premier player in the personal lines market, further expanding our national reach and diverse portfolio of products and services,” said Tom Corbett, Chairman and CEO of Alliant. “The Confie name has long been synonymous with top-tier service and operational excellence, and their team will bring additional strength to the Alliant family of companies.”

Founded in 2008, Confie serves customers through its “click, call, come-in” approach to full-service convenience. As an innovative, technology-focused independent agency, Confie has unique data-driven insight into buying behaviors through its patent pending technologies. The company provides services nationwide via online purchasing, a national virtual call center, and walk-in personal support at more than 750 local stores.

“As the nation’s largest personal lines agency, this agreement positions Confie to further execute our national growth strategy and enhances our breadth of service offerings,” said Cesar Soriano, CEO of Confie. This agreement is an outstanding expansion for both of our firms and our customers nationwide.”

Confie brings in excess of 150 national and regional carrier partnerships to offer auto, motorcycle, homeowners, renters, life, health, and various other insurance products through its brands, including Freeway Insurance, InsureOne Insurance, Bluefire Insurance, OneSource Dealer Services, Cost-U-Less Insurance Center, Baja Auto Insurance, and U.S. Agencies.

Soriano and the entire Confie team will continue to provide their trusted brand of service and insurance expertise to customers under the Confie brand. Terms of the agreement were not disclosed.

J.P. Morgan served as financial advisor, Kirkland & Ellis LLP served as transaction counsel, and Foley and Lardner LLP served as insurance regulatory counsel to Abry and Confie.

June 02
​Employee Benefits Veteran Paul Leblanc Joins Alliant
Northern California-based benefits consultant to provide innovative benefits solutions to a growing client base 

NEWPORT BEACH, CA — Longtime benefits consultant Paul Leblanc has joined Alliant as Executive Vice President, adding strength to its national Employee Benefits Group​. The Northern California-based Leblanc will design and deploy strategic employee benefits solutions for a diverse client base.

“Paul’s vision, expertise, and depth of experience make him a powerful asset to clients across a broad range of industries and disciplines,” said Bret Goodman, Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “He is highly adept at delivering high-value solutions that enhance operational strength and drive measurable results in a highly competitive benefits landscape.” 

Leblanc is an industry veteran with more than 25 years of experience on the carrier, brokerage, and consulting sides of the employee benefits business. He is highly regarded for his ability to negotiate comprehensive contracts and financial terms and creates innovative solutions that maximize opportunity and success for his clients. Leblanc is a proven leader with extensive experience working with mid-to-large-sized employers across a broad range of industries and geographies.

Prior to joining Alliant, Leblanc was Managing Director with a global insurance brokerage and advisory firm. He earned his bachelor’s degree in marketing from the University of Denver. 

Leblanc is based in the Walnut Creek, CA office of Alliant and can be reached at (480) 286-8422 or at Paul.Leblanc@alliant.com
June 02
David Cohen and Ryan Davis Join Alliant Insurance Services

Transaction Liability and Tax insurance specialists added to Mergers & Acquisitions

NEWPORT BEACH, CA — Alliant Insurance Services has announced that David Cohen and Ryan Davis have joined the company as Senior Vice Presidents, Mergers & Acquisitions. Cohen will specialize in providing transactional risk solutions to private equity firms, corporate clients, and alternative asset investors, with a focus on representations & warranties insurance placements. Davis will help clients around the globe insure their most challenging tax issues in both the M&A context and corporate tax risk management.

“We are thrilled to welcome David and Ryan to Alliant,” said Dan Schoenberg, Executive Vice President, Alliant Mergers & Acquisitions. “David is a very talented and respected corporate attorney, and we could not be more pleased that he has joined us to provide his unique insights and specialized expertise. Likewise, Ryan’s impressive experience in asset management and international issues will enhance our market-leading position in insurance and tax controversy insurance offerings greatly.”

Prior to joining Alliant, Cohen served as Senior Vice President for Vale Insurance Partners where he focused on underwriting transactional risk and representations & warranties insurance. Before joining the insurance industry, Cohen was a corporate attorney at a leading mergers & acquisitions law firm in New York, as well as in-house counsel at the largest e-commerce company in the world. 

With over 20 years in the mergers & acquisitions field, Davis served as a Principal, Asset Management - International Tax for KPMG where his primary focus was working with private equity and alternative investment fund structures and their impact on the U.S. investors in such funds, and the overall deal structuring/execution.  

Cohen obtained a bachelor’s degree from Emory University and a law degree from The University of Pennsylvania. Davis obtained a bachelor’s and law degree from Santa Clara University and a graduate law degree (LL.M. Tax) from New York University School of Law. 

Based in New York, Cohen can be reached at (212) 603-0100 or David.Cohen@alliant.com, and Davis can be reached at (917) 362-0877 or Ryan.Davis@alliant.com​​.​​

May 17
Alliant’s Power Broker® Rising Stars Point to a Thriving Future

Five Alliant team members honored for exceptional creativity, customer service, and industry knowledge

NEWPORT BEACH, CA — Five Alliant team members have been named Power Broker Rising Stars by Risk & Insurance. Andrea Kiefer, Sheneen Nicholson, Emily Quinlan, Robert Rochelle, and Shannon Westmoreland were recognized among the top young talent in the insurance industry based on their exceptional creativity, customer service, and industry knowledge.

“These five outstanding young leaders are reflective of Alliant’s longstanding commitment to excellence across a range of industries and disciplines,” said Tom Corbett, Chairman and CEO of Alliant. “As home to some of the top young professionals in our industry, we stand positioned for a thriving future.”

Alliant’s 2021 Rising Stars are:

  • Andrea Kiefer, Assistant Vice President (Financial Institutions)
  • Sheneen Nicholson, Assistant Vice President
  • Emily Quinlan, Vice President
  • Robert Rochelle, Vice President (Energy & Marine)
  • Shannon Westmoreland, Assistant Vice President (Energy & Marine)

Rising Stars are winners and finalists in the Risk & Insurance Power Broker award competition, all of whom were under the age of 40 as of the Power Broker publication date of February. Since the launch of this designation in 2014, more than 500 brokers have been recognized as Rising Stars.

May 12
Alliant Private Client Named Best Insurance Broker at 2021 Family Wealth Report Awards for Second Consecutive Year

Alliant Private Client team honored for remarkable client service and innovation among global private banking, wealth management, and trusted advisor sectors 

NEWPORT BEACH, CA — Alliant Private Client, a division of Alliant Insurance Services, has been named Best Insurance Broker at the 2021 Family Wealth Report Awards for the second consecutive year. This prestigious honor places Alliant Private Client and its national team of experts in the company of the most innovative and exceptional firms, teams, and providers in the global private banking, wealth management and trusted advisor sectors.

“This high honor exemplifies our team’s continued commitment to providing outstanding customer service, innovative solutions, and valuable insights, which has allowed us to deliver consistent and powerful results to our affluent clients and their families,” said Cindy Zobian, Executive Vice President and Managing Director, Alliant Private Client. “We are honored to stand with the nation’s leaders for excellence in wealth management.”

A panel of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers selected the 2021 Family Wealth Report Award winners based on a variety of qualitative benchmarks, supported by quantitative metrics. Additionally, they highlighted the resilience and remarkable customer service the winning firms demonstrated throughout 2020.

This is the second consecutive year and fifth time overall that Alliant Private Client has received the Best Insurance Broker distinction from Family Wealth Report. Additionally, in February, the division was named Best High-Net-Worth Insurance Broker at the 2021 Private Asset Management (PAM) Awards for its outstanding service to clients and continued innovation in asset management.

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.

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