Insurance Brokerage and Risk Management Services

San Juan County is seeking an insurance broker to place and manage property, casualty, liability, workers' compensation, cyber, crime, and related insurance coverage, including risk management and claims services.

San Juan County > Central Purchasing


General
Open (Open)
Proposal 26-27-06
Oct 29, 2026 11:00 PM
Oct 05, 2026 12:00 PM
1 year base + 3 × 1 year options
OtherVeteran-Owned Business
Request for Proposal (RFP)
Local
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Original Solicitation Links
[

Proposal 26-27-06

]

Insurance Broker

Contact
jjones@sjcounty.net
+15053344548
213 South Oliver Drive, Aztec, NM, USA
Submission Instructions
Mail
San Juan County Central Purchasing Office, 213 S. Oliver Drive, Aztec, NM 87410
Description

San Juan County is soliciting proposals from qualified insurance brokers to develop, market, place, and administer its property and casualty insurance program. Required capabilities include coverage analysis and recommendations, insurer marketing and negotiations, policy and endorsement review, premium and payment administration, certificates and audits, loss-control support, claims and reserve reviews, risk management advice, account management, and maintenance of required bonds. The broker must not solicit insurance pricing before selection, although it may contact insurers to confirm coverage availability. The requested program may include property, inland marine, equipment breakdown, computer, commercial automobile, general liability, employee benefits liability, public entity employment practices and management liability, law enforcement, sexual abuse and molestation, crime, cyber crime, umbrella, workers' compensation, helicopter, and other legally required coverage. The proposal must include a transmittal or cover letter, required forms, a written response to the scope, three client references, customer-service and additional-services information, key personnel qualifications, additional proposal content, and a cost proposal with full compensation disclosure. One original, five copies, and one electronic copy on a flash drive are required. The electronic copy must be organized by proposal section and may use PDF, DOC, or XLS files.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCG009Non-Government Insurance Programs
Smart Codes
insurance brokerage servicesproperty insurance placementrisk management consulting
Specifications
Service Only
Timeline
Oct 5, 2026-Posted Date
Oct 22, 2026-Questions Due Date
Oct 29, 2026 11:00 PM-Proposal Closing Date
Dec 1, 2026-Contract Start Date
Requirements
Required
  • General Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Excess Liability — $10,000,000.00
Required
  • Performance Bond
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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