When is the submission deadline?

Submissions are due October 27, 2026.

It was issued by County Of Montgomery. The work is located in Pennsylvania, United States.

Who is a good fit for this opportunity?

Commercial insurance brokerage with extensive public-sector experience. Expertise across property, casualty, liability, specialty, bond, cyber, and construction insurance. Demonstrated experience managing owner-controlled insurance programs and capital projects. Strong risk management and insurance advisory capabilities. Licensed professionals authorized to operate in Pennsylvania.

Commercial Insurance Broker and Risk Management Services (Due October 27, 2026)

Overview

Financial, Legal, HR & Staffing

Pennsylvania, United StatesPosted: October 1, 2026Deadline: October 27, 2026

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SUMMARY

A Pennsylvania government authority seeks a qualified commercial insurance broker to manage diverse insurance programs, risk advisory services, and coverage for major capital construction projects. The engagement includes brokerage support across liability, property, specialty, cyber, bond, and builders risk insurance lines.

KEY REQUIREMENTS

Must have at least 10 years of experience providing commercial insurance brokerage services to public sector entities of comparable size and complexity.
Must demonstrate advisory experience in administering Owner-Controlled Insurance Programs (OCIP) for public sector capital construction projects with an aggregate construction value of at least $100,000,000 within the past 5 years.
Must be licensed as an insurance producer/broker in the Commonwealth of Pennsylvania.
Must carry Errors & Omissions (professional liability), General Liability, Automobile Liability, and Workers' Compensation coverage.
Must demonstrate access to insurance markets rated A- or better by A.M. Best.
Must assign a dedicated public-sector account team with relevant professional designations (e.g., CPCU, ARM, CIC, CRM).
Must demonstrate sufficient financial stability and staffing capacity to service the account.
Must provide a certificate of insurance tracking and compliance monitoring system.
Must fully disclose all forms of compensation, including contingent, profit-sharing, or market service agreement income.

CONTRACT DURATION

60 months

TIMELINE

The contract term is for three years, with two additional, mutually agreeable, optional annual contract extensions of one year each, for a cumulative total of five years.

Issuing Agency

County Of Montgomery

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DESCRIPTION

The government authority in Pennsylvania is seeking a commercial insurance broker to provide insurance placement, brokerage, risk management, and advisory services. The scope includes property, casualty, fidelity bond, general liability, umbrella, and other commercial insurance coverages, as well as support for the authority’s owner-controlled insurance program and major capital construction projects.

Required coverage areas may include general, automobile, and law enforcement liability; umbrella and excess liability; public officials liability; excess workers’ compensation; property; fine arts; inland marine equipment; commercial crime and cyber liability; accident medical, accidental death, and disability; lawyers liability; flood; professional liability; pension plan fiduciary liability; tax collector bonds; foster parent liability; and builders risk or course-of-construction insurance. Questions must be submitted by October 14, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due October 27, 2026.
Who issued this RFP?: It was issued by County Of Montgomery. The work is located in Pennsylvania, United States.
Who is a good fit for this opportunity?: Commercial insurance brokerage with extensive public-sector experience
Expertise across property, casualty, liability, specialty, bond, cyber, and construction insurance
Demonstrated experience managing owner-controlled insurance programs and capital projects
Strong risk management and insurance advisory capabilities
Licensed professionals authorized to operate in Pennsylvania

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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