Insurance Agent of Record Services

Project Information

Bid Title
Insurance Agent of Record Services
Issuing Agency
League of Minnesota Cities
Location
Minnesota
Published Date
Jul 17, 2025
Closing Date
Aug 7, 2025
Government Level
State & Local
Status
Closed
Original Source
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Project Description
Bid Title: Insurance Agent of Record Services
Category: Request For Proposal
Status: Open
Description:

The City of Monticello (“City”), Minnesota, is issuing this Request for Proposals (“RFP”) for insurance brokers (“Broker”) to act as the agent of record for a five (5) year period beginning on October 10, 2025. The City serves a population of 15,464 and employs approximately 63 full-time employees and 193 part-time and seasonal workers in a calendar year. The City provides a full range of municipal services consisting of contracted law enforcement, paid on-call fire protection, the construction and maintenance of infrastructure, a community center for recreation activities, park operations and maintenance, and general administrative services.

Publication Date/Time:
7/17/2025 12:00 AM
Closing Date/Time:
8/7/2025 11:59 PM
Submittal Information:
Provide Completed Appendix A- Broker Response Form
Contact Person:
Tracy Ergen - Human Resources Manager
(763) 271-3235
Tracy.Ergen@MonticelloMN.gov
Qualifications:
The ideal Broker shall have extensive experience working with Minnesota municipalities. Selection will be at the sole judgment of the City.
Special Requirements:
Title page stating “City of Monticello RFP Insurance Agent of Record Services”; the Broker’s name; the name, address, email and telephone number of the contact person for the RFP; and the date of the proposal.

A signed letter of transmittal briefly stating the Broker’s understanding of the work to be done, the commitment to perform the work, a statement on why the Broker believes itself to be best qualified to perform the contract and a statement that the proposal is a firm and irrevocable offer for the five-year engagement.

Complete Broker Response Form to provide information on Broker qualifications, experience and expertise, services, fees, and references.

Incomplete proposals will not be considered.
Related Documents:
Commodity Codes
  • NAICS 524210Insurance Agencies and Brokerages
  • NAICS 524298All Other Insurance Related Activities
  • NAICS 541611Administrative Management and General Management Consulting Services
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