Insurance Agent of Record Services

The City of Beaverton, Oregon is seeking an insurance agent of record to manage its risk exposures and insurance portfolio. The agency requires a partner to evaluate city risk exposures, recommend risk control and financing measures, and assist in selecting coverage alternatives including coverage amounts, retained risk, and deductibles. The selected partner will place specific lines of insurance, negotiate insurance contracts, and review coverage documents and invoices to ensure policy conformity and identify potential coverage gaps or overlaps. The scope of work also includes analyzing claims data, reporting on insurance utilization trends, and assisting with renewal rates and premium impact determinations for coverage changes. The agency requires assistance with submitting claims, interpreting coverage for specific claims, and educating city staff on how to limit premium increases. The agent must respond promptly to all insurance-related questions, meet with city representatives as needed, and obtain city approval before utilizing intermediaries to place insurance. Bidders must perform all work onsite and must be located within the United States. The agency is requesting budget proposals for a contract period of one year. Bidders must submit all questions no later than July 20, 2026, and may submit their final responses digitally via email or online.