Commercial Insurance Broker & Risk Management Services

Montgomery County, Pennsylvania, is soliciting proposals for a Commercial Insurance Broker to provide comprehensive insurance and bonding coverage, including property, casualty, fidelity bond, general liability, and umbrella policies. The selected broker will be responsible for conducting ongoing needs assessments, managing market placement to secure the lowest possible premiums, and providing risk management and loss control services such as safety training. A critical component of the scope involves providing advisory services for the County's Owner-Controlled Insurance Program (OCIP) and large capital construction projects, encompassing subcontractor enrollment, claims administration, and program closeout. Proposals will be evaluated based on firm and staff qualifications, specifically regarding public sector and OCIP/CCIP experience, the proposed approach to the scope of services, past performance, value-added considerations, and cost. Interested vendors must submit their responses through the Montgomery County Procurement Portal, ensuring that the cost and pricing proposal is uploaded as a separate document. The contract includes strict compliance requirements regarding nondiscrimination, sexual harassment policies, and the disclosure of any organizational conflicts of interest. Payments are processed within thirty days of invoice receipt, subject to inspection by the Commissioners and approval by the Controller, with funding for future fiscal years dependent on appropriation.