The selected broker will perform a full range of benefit program services related to the acquisition, implementation, maintenance, communication and improvement of SJUSD’s employee insurance benefits. The selected broker shall provide services, including, but not limited to, the following: A. Analysis and Reporting 1. Conduct comprehensive analysis of existing coverage and develop data-driven, innovative strategies to optimize benefits and contain costs. 2. Assist in the development of long-range goals and strategies, including making projections of potential savings. 3. Provide analysis and recommendations based on utilization and performance reports, statistical and/or financial reports, and plan specific data. 4. Provide proactive, ongoing analysis of claims experience and utilization trends, with timely alerts and evidence-based recommendations for plan adjustments. 5. Provide, maintain and update comparison reports of other public and private companies' benefit plan offerings and costs to determine their competitiveness with SJUSD's programs. 6. Provide a cost benefit analysis to SJUSD for insourcing / outsourcing COBRA administration. 7. Provide financial and/or performance reviews of self-funded and fully insured plans and programs. 8. Be available to provide various types of reports as needed, such as cost analysis for benefit changes, and other statistical, financial, forecasting, trend, labor negotiations or experience reports. 9. Prepare and present reports on trends, new products and audits, as requested. 10. Regularly monitor and evaluate performance measures and guarantees for providers. 11. Maintain full and accurate records with respect to all matters and services provided on behalf of SJUSD’s benefit plans and programs. Provide SJUSD staff or officials all spreadsheets, assumptions and calculations upon completion of any project performed on behalf of SJUSD’s benefit plans and programs. B. Liaison and Problem Intervention 1. Serve as a strategic partner and advocate for SJUSD in all interactions with insurance providers, including issue resolution and contract negotiations. 2. Provide day-to-day consultation on plan interpretation and problem resolution, including, but not limited to, explanation of plans, assisting employees/retirees with selecting plans that meet their needs and geographic location, and transitioning retirees from early retiree plans to Medicare-coordinated plans...
