Insurance Broker and Agent of Record Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue RFP: August 28th, 2026
Questions and/or Request for Exceptions or Clarification Due: September 10th, 2026
Proposals Due: September 22nd, 2026
Proposal Evaluation: September 22nd - 29th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Tri-County Metropolitan Transportation District Of Oregon
DESCRIPTION
A government authority in Portland, Oregon is seeking an insurance broker and agent of record to provide comprehensive brokerage, placement, servicing, and administrative support for its insurance program. The selected contractor will review the insurance program annually and prepare a report for review by the chief financial officer and director of risk management.
The contractor will designate adequate and qualified personnel to answer questions and manage insurance activities, assist the director of risk management and staff in developing guiding principles for insurance program management, and provide administrative services supporting a tailored insurance program. Responsibilities will include placing and servicing policies for property, casualty, workers’ compensation, statutory bonds, and other authorized insurance coverage; preparing insurance certificates and endorsements; and arranging placements with carriers approved by the director of risk management.
The scope also includes ancillary insurance coverage as needed, a self-insured workers’ compensation bond, and cyber liability insurance. Questions must be submitted by September 10, 2026, and proposals are due September 22, 2026.
Similar RFPs
Frequently asked questions
- When is the submission deadline?
- Submissions are due September 22, 2026. Questions must be submitted by September 10, 2026.
- Who issued this RFP?
- It was issued by Tri-County Metropolitan Transportation District Of Oregon. The work is located in Portland, Oregon, United States.
- Who is a good fit for this opportunity?
- Licensed insurance brokerage with government or public-sector experience
- Expertise in property, casualty, workers’ compensation, statutory bonds, and cyber liability insurance
- Qualified personnel capable of providing ongoing insurance program administration and advisory support
- Established relationships with approved commercial insurance carriers
- Experience preparing annual insurance program reviews, certificates, endorsements, and risk management guidance
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.