School District Insurance Broker Agent of Record

Beaverton School District is seeking an insurance broker agent of record to provide insurance placement, renewal, risk analysis, claims administration, policy administration, and related risk-management services.

Beaverton School District


General
Open (open)
S-P34048-00018070
Oct 26, 2026 09:00 PM
Sep 25, 2026 03:48 PM
3 years base + 9 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
Contact
contracts@beaverton.k12.or.us
+15032073901
1260 NW Waterhouse Avenue, Beaverton, OR, USA
Submission Instructions
Online
Description

Beaverton School District is soliciting proposals for broker agent of record services covering insurance placement and renewal, risk analysis, claims administration, employee health and safety support, insurance administration, brokerage, and related risk-management consulting. The selected provider will analyze district exposures, develop risk-treatment and risk-financing strategies, advise on insurance and contract requirements, assist with claims and loss-control matters, manage policy documentation and renewals, issue certificates of insurance, and provide market analysis and placement recommendations. The provider must also support marketing and renewal strategies, prepare underwriting submissions, negotiate with insurers, provide coverage comparisons and market reports, advise on policy language and insurer financial condition, attend meetings when requested, and provide training and other value-added services. Proposals must include firm qualifications, school-district experience, key personnel, service-delivery and transition plans, innovation examples, pricing, insurance compliance, and five similar professional references. The contract is expected to run through June 30, 2029, with up to nine one-year extensions.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR499Other Professional Services
Smart Codes
insurance brokerage servicesrisk management consultingclaims administration services
Specifications
Service Only
Timeline
Sep 25, 2026-Posted Date
Oct 07, 2026 05:00 PM-Pre-Proposal Conference (optional)
Meeting ID: 266 380 686 397 216; Passcode: Ad6zj6di
Oct 15, 2026-Questions Due Date
Oct 26, 2026 09:00 PM-Proposal Submission Deadline
Nov 18, 2026-Estimated Interviews
Jan 4, 2027-Estimated Contract Start Date
Requirements
Scored
  • Minimum 5 references
  • Client point of contact required for each reference
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