RFP 05-26 Broker of Record - Property, General & WC

The Montclair Board of Education is seeking a qualified insurance broker to serve as its “Broker of Record” for all property, general liability, workers’ compensation, and professional liability insurance needs. The broker will develop specifications, solicit competitive quotes, manage the district’s insurance portfolio, provide risk‑management and loss‑control services, and act as the primary point of contact for policy administration and claims support. The contract will require detailed documentation of licensing, experience with New Jersey school districts, and compliance with a range of state‑mandated certifications and disclosures. • Provide full‑service brokerage for property, general liability, auto, workers’ compensation, professional liability, and related coverages. • Deliver risk‑management tools, loss‑control inspections, claims reporting, and actuarial analysis to help the district manage exposure. • Supply a named account manager, staff résumés, client references (minimum five NJ school districts), and maintain all required NJ licensing and certification. • Submit extensive forms (non‑collusion affidavit, political‑contribution disclosure, EEAA questionnaire, etc.) with original signatures; proposals must be sealed and delivered in duplicate copies by the June 11 2025 deadline. • No bid‑bond is required unless the Board specifically requests one (10 % of contract value, capped at $20 K).