Employee Benefits Broker and Consulting Services

The Birmingham-Jefferson County Transit Authority is seeking a qualified firm to provide employee benefits brokerage, strategic consulting, compliance support, claims analysis, employee education, and benefits administration services.

Birmingham-Jefferson County Transit Authority


General
Open
RFP No. 2026-06
Sep 23, 2026 07:00 PM
Aug 19, 2026 10:58 PM
6 months
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
choward@bjcta.org
+12059615595
Birmingham, AL, USA
Description

The Birmingham-Jefferson County Transit Authority is soliciting proposals for a Benefits Broker of Record and strategic employee benefits advisor. Services include benefits brokerage and carrier negotiations; strategic planning, budgeting, and cost-management recommendations; benefits administration and open-enrollment support; employee education and communications; claims and utilization analysis; vendor management; and compliance support related to ACA, COBRA, HIPAA, ERISA, FMLA, Section 125 plans, and applicable reporting requirements. Required deliverables include annual strategic, renewal, cost projection, benchmarking, and carrier-performance reports; quarterly claims-utilization reports and account-review meetings; compliance updates; open-enrollment communications; and employee education sessions. Proposals must address the firm's qualifications, public-sector and transit-agency experience, technical approach, account management, claims analytics, technology, actuarial resources, wellness programs, transition plan, and compensation disclosure. The response package must include the required proposal forms and certifications, references for at least three similar projects completed within the past five years, and a detailed cost proposal. The solicitation states that the full proposal package may not exceed 100 pages and must be submitted electronically through the designated procurement portal.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCR431SUPPORT- PROFESSIONAL: HUMAN RESOURCES
Smart Codes
employee benefits consultinginsurance brokerage servicesbenefits compliance consulting
Specifications
Service Only
Timeline
Aug 19, 2026-Bid Posted Date
Sep 9, 2026-Questions Due Date
Sep 16, 2026-Responses to Questions Posted
Sep 23, 2026-Proposal Due Date
Oct 15, 2026-Anticipated Board Award Approval
Requirements
Required
  • Workers Compensation
  • Employer's Liability — $500,000.00
  • General Liability — $1,000,000.00
  • Public Liability — $100,000.00
  • Property Damage — $100,000.00
Scored
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
Documents
TitleDate Posted
RFP 2026-06 BENEFITS BROKER & CONSULTANT SERVICESAug 19, 2026 05:58 PM
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