MINIMUM_QUALIFICATIONS_FOR_EMPLOYEE_BENEFITS_CONSULTANT.docx

This document outlines the minimum qualifications required for an Employee Benefits Consultant responding to a Request for Proposal (RFP) issued by the City of Daytona Beach, Florida for employee benefits consulting services. The City is soliciting qualified consultants to provide comprehensive employee benefits consulting services, including insurance marketing and placement services, policy review and coverage verification, and risk management consulting. The specific response dates, due dates, site visits, bidder meetings, and award dates are not detailed in this qualifications document.

Proposers must demonstrate that they meet five core minimum requirements: (1) all necessary current professional licenses issued by the Florida Department of Financial Services for the types of insurance they wish to provide; (2) assignment of a servicing team including at least a marketing account executive and customer service representative, with at least one team member possessing a minimum of five years of experience serving cities and other governmental entities; (3) a minimum of 10 years of employee benefits placement and consulting experience with the primary business focus in insurance; (4) at least one service team member with a minimum of five years' experience working with employers having at least 1,000 employees; and (5) sufficient information in the proposal to allow the City to verify all minimum requirements are met. No pricing terms, contract term, renewal options, set asides, incumbency information, or funding details are provided in this qualifications document.