Employee Benefits Broker and Consulting Services

Overview

Financial, Legal, HR & Staffing

Kentucky, United StatesPosted 22 days agoDeadline: May 6th, 2026

Fit Score

Settle Intelligence

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SUMMARY

The government in Jefferson, Kentucky is seeking a professional firm to provide employee benefits broker and consulting services, covering strategy, compliance, actuarial analysis, vendor management, and reporting.

KEY REQUIREMENTS

Minimum of ten years of experience providing employee benefits consulting services
Experience providing services to organizations with 250 or more employees
Independence from exclusive affiliation with any single insurance carrier or provider network
Ability to provide local or dedicated service support
Must provide three references from public-sector or comparable clients within the past five years
Must maintain professional liability and errors and omissions insurance coverage

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

60 months

TIMELINE

RFP Issued: April 15th, 2026

Deadline for Written Questions: April 29th, 2026

Proposals Due: May 6th, 2026

Evaluation Committee Review: May 15th, 2026

Optional Interviews: Week of May 18th, 2026

Notice of Intent to Award: May 26th, 2026

Contract Start Date: June 1st, 2026

QUESTION DEADLINE

April 29th, 2026

Issuing Agency

Jefferson County Clerk's Office

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority located in Jefferson, Kentucky seeks a qualified vendor to provide comprehensive employee benefits broker and consulting services. The selected firm will assist with strategic planning around employee benefits, including both short-term and long-term approaches. Key responsibilities include monitoring and advising on compliance with federal and state laws such as HIPAA, COBRA, and PPACA, and supporting the preparation and review of Summary Plan Descriptions and related documents.

Professional consulting services are required for employee health and welfare benefit programs for eligible employees and dependents. The vendor will conduct market trend analysis, benchmarking, and make recommendations regarding plan design, cost sharing, and wellness initiatives. Actuarial and financial support will include claims analysis, funding projections, contribution strategy modeling, and pharmacy benefit analysis.

The contractor will also assist in vendor management and procurement, helping evaluate carriers and third-party administrators, creating RFP specifications, negotiating terms, and monitoring ongoing vendor performance. Reporting and data management services are expected, including quarterly utilization and financial reports, maintaining claims data warehousing, and preparing dashboards and exhibits to inform decision-making.

Source attribution

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