A Year Of Growth And Evolution







2018 was a year of Evolution and Growth.

Guided by our unwavering commitment to remaining independent and delivering big-brokerage resources with boutique-agency service, we invested significant time and resources to deepen our talent pool and hone our focus. And perhaps most importantly, we continued to be recognized as leaders in our field by our partners and industry visionaries.

Expanded Talent
We began the year settling into our new headquarters in the historic Wrigley Building. From the very first day in the new space, I noticed an entirely new level of collaboration and energy throughout the office. With room to expand, we hired 12 new Team Members who added significant breadth of experience to our Property & Casualty, Employee Benefits, Personal Lines and Claims Management divisions. We also promoted five other Team Members to ensure their talents were applied optimally in the service of our Clients.

Industry Accolades
As a testament to our focus on operational excellence, we were once again named a Best Practices Agency by Independent Insurance Agents & Brokers of America—the third consecutive year receiving this honor. We were also named a Chubb Cornerstone Agent for
Personal Lines and P&C for the third year running. This is a particularly important recognition as Chubb recognizes just 3% of their 15,000 agencies as those who deliver unparalleled service. And I’m especially proud we were voted one of the Top Insurance Workplaces in America for the first time by Insurance Business America (IBA). IBA asked industry employees to evaluate their company based on four attributes (Culture, Diversity, Compensation and Employee Development). Of the hundreds of insurance workplaces who entered, IBA named only 51 to this list.

Honed Focus & Strong Leadership
As you may have noticed, our Marketing Team launched a series of briefs, called “Market Blueprints,” each of which delivers insight and
recommendations for tackling current issues with profound business and risk implications. And to ensure every member of the Team—from the newest to the most tenured—continues to deliver the level of service and support that has differentiated Alper Services for
decades, we refreshed and rolled out our mission statement through a series of employee events. We then emblazoned the walls of each office and conference room with artwork to remind our Team Members, Clients and visitors of our key cornerstones that set us apart:
People, Communication, Premier Client Services, Technology and Growth.

In December, Howard Alper—after 52 years in the role—announced he had stepped down as Chairman, yet will continue to serve on the Board as a member and chairman emeritus and as well as continue to be an active member of the Alper Services Team. In his place, he and the Board of Directors appointed Liz Levy-Navarro as Chairman. Liz has served on the Board of Directors since 2017, and specializes in helping businesses evolve their service offerings to achieve profitable, long-term growth. In Howard’s words, this move will ensure Alper Services remains independently owned and operated so we may focus 100% of our attention on servicing you, our Clients, versus a corporate owner.

As we welcome 2019, Alper Services is better positioned than ever to help our Clients navigate an increasingly complicated and risky market while delivering service levels unimaginable from the largest brokerage firms.

I wish you and your teams a prosperous 2019.

David Macknin
CEO & President