1. The successful broker shall prepare and perform the services necessary to replace insurance coverages that expire during the term of this agreement. The County will give final approval before executing new or renewing policies. 2. Develop a complete understanding of the County’sfunding program and its objectives, both short and long term. 3. Before the beginning of each fiscal year, submit a service plan identifying goals, objectives, and an action plan. 4. Provide annual stewardship reports identifying accomplishments and monthly updates, and the status of pending projects. 5. Prepare an annual retention fund analysisforecast for use in determining appropriate retention levels. 6. Assist in risk exposure evaluation, and development and evaluation of traditional and alternative risk financing mechanisms, which may be beneficial to the County. 7. Assist with analysis of historical data and trends. 8. Attend meetings as requested. This may include meetings with the County staff and Board of Commissioners or their subcommittee such as Personnel Committee. 9. Perform otherservices customarily expected of a broker for the duration of the contract term. 10. Perform other Insurance Broker related services on an “as needed" basis. 11. Analyze the current plan designs and provide utilization data. 12. Assist in designing plans that meet the needs of the County and its employees.
