Insurance Brokerage Services (Employee Benefits Program)

The Orange County Fire Authority (OCFA) is seeking a qualified insurance brokerage firm to provide comprehensive insurance brokerage services for employee benefits. The selected firm will deliver a full range of services related to the design, implementation, analysis, maintenance, improvement, and communication of employee insurance benefits programs. The scope of work includes account management, plan design, regulatory compliance, procurement and carrier negotiation, implementation and enrollment support, technology and platform integrations, ongoing plan administration, and reporting and analytics. • The firm must be licensed to transact insurance in California and have at least 5 years of experience providing brokerage and consulting services for public sector clients. • The firm must have a minimum of 3 public sector clients with 500 or more covered lives. • The proposed account team must include an Account Manager with at least 5 years of experience. • The firm must provide a range of strategic and operational deliverables, including annual renewal data, utilization reporting, benefits strategy review, and quarterly performance reports.