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Oregon City of West Linn·Oregon

Employee Benefits Insurance Agent of Record

Closes 8/25/2025$50k – $200kRequest for Proposal
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Description

The City of West Linn is seeking a partner to manage costs, comply with legislation, and utilize technology to communicate and administer the Benefit Plans. The selected Broker of Record will provide insurance brokerage and advisory services associated with employee benefit plans, including representing the City to assist in controlling health and dental plan expenditures while maintaining a similar level of benefits for employees. The services to be provided under this contract include strategic planning, quarterly meetings with the City Employee Benefits Review Committee, day-to-day client to carrier communication, and more. The initial term of the awarded contract will be for a period of two years, with three one-year options to renew. • Provide insurance brokerage and advisory services associated with employee benefit plans • Define objectives and initiatives through strategic planning • Perform quarterly meetings with the City Employee Benefits Review Committee • Handle day-to-day client to carrier communication • Compare premium rates to local, regional, and/or state public sector norms • Communicate the value and objectives of benefit plans to general employees and management • Provide employee assistance for claims resolution through a benefit advocate service • Provide timely updates and ongoing assistance to the City with federal and state reporting and compliance requirements

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Stephanie Hastings(Management Analyst - Revenue & Procurement)

[email protected]

(503) 742-6028

Key dates

Opened
7/23/2025
Closes
8/25/2025
Duration
2 years

Last updated

Details

Type
Request for Proposal
Industry
Insurance
NAICS
524210
Solicitation №
S-KW0397-00014425

Budget estimate

$50,000 – $200,000

The budget for this opportunity is not explicitly stated, but based on the scope of services, it can be estimated that the City of West Linn may pay a significant amount for the Employee Benefits Insurance Agent of Record services. The cost may depend on factors such as the number of employees, the type of benefit plans, and the level of services required. A rough estimate could be between $50,000 to $200,000 per year, considering the City's employee count and the scope of services.

AI estimate from the solicitation

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