Health Insurance and Wellness Plans Broker of Record Service

Overview

Financial, Legal, HR & Staffing

South Lake Tahoe, California, United StatesPosted about 1 month agoDeadline: April 22nd, 2026

Fit Score

Settle Intelligence

Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.

SUMMARY

Seeks a broker to provide strategic, data-driven health insurance and wellness plan services, including full-service management and annual program review.

KEY REQUIREMENTS

BUDGET

Estimate

$225,000 – $375,000

CONTRACT DURATION

36 months

TIMELINE

Release of RFP: March 27th, 2026

Deadline for Question Submittal via Planet Bids: April 8th, 2026

RFP submittals DUE: April 22nd, 2026

Selection Committee Review Period/Interviews: April 23rd, 2026 – April 24th, 2026

Award Date: May 19th, 2026

Policy year commencing: January 1st, 2027

QUESTION DEADLINE

April 8th, 2026

Issuing Agency

City of South Lake Tahoe

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The selected vendor will provide insured health insurance and wellness plans broker of record services for a government entity located in South Lake Tahoe, California. Services include delivering comprehensive, strategic, and data–driven brokerage and consulting related to the organization's health insurance and wellness programs. Responsibilities entail full-service brokerage such as marketing, negotiation, implementation, and ongoing management of health and wellness offerings.

The broker will focus on controlling and stabilizing healthcare costs using data analysis, long-term planning, and evaluation of funding strategies. The aim is to provide cost-effective, competitive, and sustainable benefits that enhance employee health outcomes while ensuring regulatory compliance and a high level of service. The broker will represent the entity in all negotiations with providers on matters concerning premiums, service, benefit levels, plan design, special terms, and conditions.

Additional duties include conducting an annual review and report of the employee benefits programs to assess quality, adequacy of coverage, cost effectiveness, competitiveness, plan administration, and utilization, along with recommendations for any changes to terms, conditions, or coverage limits.

Source attribution

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