Employee Health Insurance Brokerage and Benefits Consulting

Carter County, Tennessee, is seeking a broker and benefits consultant to advise on and administer employee health, life, dental, vision, and supplemental insurance programs.

Carter County > Finance Department


General
Open
Nov 25, 2026 03:30 PM
Nov 05, 2026 12:00 PM
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
watsonc@cartercountytn.gov
Submission Instructions
Mail
Carter County Finance Department, ATTN: Carolyn Watson, Director of Finance, 801 East Elk Avenue, Suite 203, Elizabethton, TN 37643
Description

Carter County seeks an employee benefits brokerage and consulting firm to serve as its agent of record and support its employee benefit programs, including group medical, life, dental, vision, disability, and voluntary supplemental coverage. Services include plan and claims analysis, evaluating funding and coverage alternatives, marketing and renewal support, carrier negotiations, employee communications and enrollment assistance, compliance guidance, reporting, invoice reconciliation, and support resolving benefits issues. The broker will also advise on plan documents and notices, ACA reporting, and applicable benefits laws and regulations. Proposals must address the numbered questionnaire topics, including firm qualifications, proposed team, comparable client references, service approach, compliance and privacy practices, technology, and fees and compensation. The package also includes a vendor information and anti-collusion form and a Tennessee non-boycott certification. Shortlisted firms may be asked to give a presentation to the Financial Management Committee.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCG007Government Health Insurance Programs
Smart Codes
employee health insurance brokerageemployee benefits consultinghealth plan compliance services
Specifications
Service Only
Timeline
Nov 16, 2026 05:00 PM-Questions Due
Nov 20, 2026 10:00 PM-Answers Issued by Addendum
Nov 25, 2026 03:30 PM-Proposals Due
Nov 25, 2026 03:30 PM-Public Proposal Opening (optional)
Mayor's Conference Room on the second floor. Opening is immediately following the proposal deadline; only proposer names will be read aloud.
Nov 30, 2026 09:00 PM-Shortlisted Proposers Notified
Dec 02, 2026 03:00 PM-Presentations to the Financial Management Committee (optional)
Shortlisted proposers are scheduled for a 30-minute presentation; the location is not stated.
Dec 21, 2026-Recommendation to the Full County Commission
Requirements
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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