Recent executive appointments at Insurance Advisory Partners and Alliant Insurance Services signal ongoing efforts to strengthen leadership and expand capabilities across insurance investment and employee benefits advisory services.
Insurance Advisory Partners (IAP), a boutique investment bank focused on the insurance, insurance services and Insurtech sectors, has appointed Joe Plumeri to the newly created position of chairman, effective September 1, 2025. Plumeri will also become an investor in the firm.
Plumeri previously served as chairman and CEO of Willis Group Holdings, a publicly traded global insurance broker. Under his leadership, the company delivered significant returns to shareholders, including private equity firm KKR.
Plumeri has also held executive positions at several major financial institutions. His prior roles include chairman and CEO of Primerica, vice chairman of Travelers, president of Smith Barney, and president and managing partner of Shearson Lehman Brothers.
Plumeri commented, “I’m thrilled to step into the role of chairman at Insurance Advisory Partners,” Plumeri commented. “Having closely followed their significant success I am excited to join this exceptional group of people as we drive the next phase of the company's growth. Insurance Advisory Partners has a great future and I’m proud I get to be part of it.”
Alliant Insurance Services has named Faby Jauregui as vice president in its Employee Benefits Group.
Based in San Francisco, Jauregui brings nearly 20 years of experience in employee benefits and healthcare consulting.
“Faby’s ability to bridge operational strategy with employee well-being makes her a powerful advocate for our clients,” said Kevin Overbey, president, Alliant Employee Benefits. “Her background in both traditional benefits and healthcare delivery models provides a unique and valuable perspective as we continue to expand our capabilities.”
Jauregui focuses on developing benefits strategies that align cost management with broader organizational goals. Her work includes business development, cost containment, population health, and value-based healthcare. She has advised a range of healthcare entities including hospitals, health systems, physician groups, and Managed Service Organizations.
Before joining Alliant, Jauregui was vice president of Sales at a healthcare revenue cycle technology firm, where she led efforts to improve client margins and operational efficiency. Her career began at a large national health plan, where she completed a training program focused on benefits design and cost strategy.
