SCOPE OF SERVICES Technical Criteria - Broker – Property/Casualty You must address all of the following points in your proposal for property & casualty and worker's compensation insurance brokerage services. If you feel that an individual item is not applicable to your proposal, you must clearly indicate this in the proposal. 1. Name of firm. 2. Location of firm main office and branches. 3. How many years has the firm been in business? 4. Total number of employees dedicated to servicing property and casualty insurance clients--total number of service employees who hold a license in the property and casualty authorities. 5. Total number of clients for property/casualty insurance. Indicate the top 5 largest clients and all public sector and non-profit clients in the State of New Jersey. 6. Include five current client references for the brokerage services that you are proposing on. References should be included on the Request for Reference form. 7. Describe the proposed management of the account as specifically as possible. Your response must indicate that overall coordination of the account will be placed with an identified account manager. This individual's functions should be clearly described and any secondary personnel should also be identified and their roles defined. The credentials and experience of all members of your proposed account management team should be detailed. Also, the number of total clients serviced by the proposed management team must be included. 8. 9. Risk Information Systems: Accurate loss data is necessary to plan for renewals, maximize reimbursement and assess the feasibility of alternative risk financing options. Specify your firm's resources for managing information in the following areas: incident/claims loss reporting; loss control data analysis/trending systems; and loss forecasting models/actuarial services. Address your firm's ability and willingness to provide information that would facilitate measurement ofthe School System's internal Risk Management and Risk Financing effectiveness. Risk Management / Loss Control Services: The proposal requires that the responding producer identify and define the available services they have available to respond to the risk management needs of a school system. The following areas should be considered in preparing a response: Risk Management Education; Professional and General Liability Exposure Reviews; Workers' Compensation - Employee Exposures; and Property Insurance and Property Conservation Exposures. The response should incorporate the types of inspections required, instructional services available, and any other Risk Management concerns. 10. How will the designated account team work with the district administrators and staff in implementing any new and/or existing programs?
