Medical Insurance Broker

METRO Regional Transit Authority is soliciting proposals from qualified firms to provide comprehensive insurance brokerage and risk management services. Proposers are requested to submit a written proposal detailing their qualifications, experience, resources, and approach to servicing the County's insurance and risk management needs.

METRO RTA is seeking a highly qualified broker capable of providing proactive account management, strategic risk management guidance, insurance market expertise, and responsive service. The selected firm will be expected to meet high performance standards throughout the term of the agreement.

METRO seeks a multi-year, flat-fee brokerage services agreement paid quarterly. [...] The selected broker shall be responsible for METRO employee health insurance program.

METRO RTA seeks professional broker services for the following areas:

Marketing for insurance will include all coverage of the METRO's insurance indicated in this RFP. At a minimum, the agent/broker will be required to access quotes for Medical, Prescription, Vision, Dental, Insurance. Through aggressive negotiations METRO desires to obtain renewal quotes from Multiple companies. Additionally, the selected agent/broker will be asked to provide quotes, negotiate, place and manage ancillary and specialty coverage for all other lines of insurance (exclusive of health insurance). Broker will be required to attend all Benefit Fairs hosted By METRO RTA and supply a team to help enroll for a 2 week period following open enrollment. METRO reserves the right to procure all lines of insurance outside the broker services agreement without impacting the broker services agreement fee.

Services shall consist of placing insurance coverages and providing support services including but is not limited to, preparing submissions/specifications for underwriters, negotiating terms, conditions, and price, preparing renewal binders and invoices, reviewing policies and endorsements, providing quarterly review of claims and projections and resolving coverage issues.

**Submission method:** Proposers shall submit through METRO's OpenGov portal and no submittals will be recognized if they are not received through OpenGov. All proposals are due BEFORE **4:00 pm on Thursday, December 3, 2026**. There will be NO public proposal opening.

Duration of the proposed contract shall be for one (1) year from contract signing date with four (4) option years ending in 2031.

The contract shall be awarded to the lowest and best overall bid meeting the minimum requirements as set forth in the specifications.

Bid bond: NA.