Voluntary Employee Benefits Broker Services

The City and Lynchburg City Schools administrators in Virginia require voluntary employee benefits broker services to support their personnel. The agency is seeking a qualified vendor to help determine, implement, and manage voluntary benefit products that best serve employee needs under Section 125 regulations. This two-year contract aims to solve the challenge of administering diverse insurance products while ensuring employees receive comprehensive education and enrollment support. The scope of work covers preliminary planning, management meetings, and the provision of qualified plan counselors for group meetings and potential one-on-one enrollments. The selected broker must establish a toll-free customer service telephone line to assist plan participants on an as-needed basis. Additionally, the broker must conduct annual surveys of insurance product performance, verify carrier ratings, and distribute enrollment support materials. Administrative expectations include robust system capabilities for data processing and secure data storage for employee change forms, election reports, benefits statements, and payment explanations. The broker must also process and administer all new and existing payroll deductions with insurance companies. All informational meetings and enrollment sessions with personnel must occur on mutually agreed-upon days. Eligibility is strictly limited to onshore organizations based in the United States. The agency allows the performance of the work to be conducted offsite. Bidders may submit their proposals digitally via email or through the designated online portal. The agency is currently looking for proposals to establish the budget and pricing structure for these services. Clarifying questions regarding this procurement must be submitted to the agency no later than June 25, 2026.