Employee Benefit Insurance Brokerage Services

Overview

Financial, Legal, HR & Staffing

Lake Hamilton, Florida, United StatesPosted about 2 months agoDeadline: April 8th, 2026

Fit Score

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SUMMARY

The Town of Lake Hamilton, Florida seeks a brokerage firm to assess, manage, and enhance its employee benefit insurance programs over a three-year term.

KEY REQUIREMENTS

Possess all required licenses, business tax receipts, and permits in Florida.
Demonstrate at least five years of experience providing similar services to other local government units.
Provide three examples of previous work similar to the scope of services within the last five years.
Offeror's assigned agent must have a minimum of five years of experience in employee benefit insurance brokerage services and be capable of making decisions on behalf of the Offeror.
Comply with public entity crime regulations as per Florida Statutes.
Maintain a principal place of business, headquarters, or other place of business within Polk County, Florida for more than one year prior to the solicitation issue date.
Certify an implemented drug-free workplace program.
Assign a primary contact who is reasonably available for meetings and promptly responds to inquiries.

BUDGET

Estimate

$150,000 – $450,000

CONTRACT DURATION

36 months

TIMELINE

First Advertisement: March 11th, 2026

RFQ Released to General Public: March 11th, 2026

Cut-off for questions to be answered via addendum: March 26th, 2026

Proposal Opening: April 8th, 2026

Evaluation & Selection Committee Meeting(s): April 8th, 2026

Council Authorization of Contract Negotiations: April 14th, 2026

Council Approval of Contracts: April 14th, 2026

QUESTION DEADLINE

March 26th, 2026

Issuing Agency

Town Of Lake Hamilton

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DESCRIPTION

A government authority located in Lake Hamilton, Florida, is seeking an experienced vendor to provide employee benefit insurance brokerage services. The selected provider will be responsible for analyzing current coverage and recommending or developing alternative benefit strategies that maximize cost savings. Responsibilities include assisting in long-term goal development, making projections for potential savings, and preparing comprehensive benefit packages that include all required information and disclosures.

The vendor will organize and conduct annual open enrollment meetings, provide prompt and accurate responses to employee inquiries, and prepare a detailed Employee Benefit Guide each year. Additional duties involve delivering written updates on legislative, legal, regulatory, and administrative changes affecting employee benefits, and advising actionable steps to ensure ongoing compliance. The initial contract period is set for three years.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.