44B739A8-A554-F8F5-C38D97EF8EFBF991.xlsx

This is an Account Management Team worksheet for the Franklin County Cooperative's Request for Proposal (RFP) 2025-06-09 for Disability and Voluntary Programs. The RFP requires proposing organizations to identify key personnel including a mandatory Account Executive, Account Manager/Client Service Representative, and Implementation Manager, along with optional support team members such as a Data Analyst, Eligibility Analyst, Pet Insurance Specialist, Legal Services Account Manager, Executive Sponsor, and other ancillary benefits professionals. Respondents must complete a detailed worksheet for each team member that will serve the Franklin County account, documenting their title, location, tenure with their organization, role-specific experience, and years of experience in the ancillary benefits industry.

For each proposed account team member, the RFP requires submission of current client load data for 2025 (including number of clients and total lives covered) and anticipated 2026 client load projections, along with a brief biography highlighting relevant education and qualifications. Proposers must clearly delineate each team member's specific responsibilities for the Franklin County account and confirm whether the individual will be responsible for all services (Disability, ID Theft, Legal Services, and Pet Insurance) or only a portion thereof. The Account Management Team submission serves as a significant component of the overall evaluation score, indicating that personnel qualifications and proposed staffing structure are critical evaluation criteria for this procurement.