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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
2. Describe your company’s culture and philosophy regarding client management.
Client Focus
Our mission and vision is to help our clients prosper and grow by providing them with a wide array of professional
business and individual services, products and solutions to help them optimize and manage their human capital. We
strive to provide superior, high-touch client service and build long-term client partnerships.
Our first priority is to serve our clients well. We consistently strive to provide superior service and solutions, and to
build long-lasting relationships with our clients. Our philosophy is simple: we will work hard to earn your trust and
gain your confidence. We promise to:
Respond to urgent requests immediately and to phone and email messages within 24 hours;
Always do what we say and finish what we start; and
Measure your satisfaction through, annual stewardship meetings, periodic surveys and our web-based
Client Service Review survey, which measures individual client satisfaction and benchmarks CBIZ
against our competitors.
Our unwavering commitment to our clients is equaled by our
commitment to our associates. With our clients as our central focus,
CBIZ is committed to fostering a professional culture that is supportive
and motivating to its associates by recognizing and rewarding high
performance. Because one of our values is being a great place to work,
we approach working for our clients with this same perspective. In 2015 we were honored by Forbes Magazine as
one of the Top 50 Best Places to Work and many of our offices have also be recognized by local business
publications as a best place to work.
Our core principles further strengthen the capabilities of our staff, deepen our client partnerships, enhance the
quality of our services and increase career wellbeing. Please see Exhibit H for our Service Promise.
3. Describe your firm’s market leverage within the employee benefits marketplace.
As one of the nation’s leading employee benefit consulting firms, we have cultivated relationships with every
insurance company, third-party administrator, network, reinsurer, enrollment technology and pharmacy benefit
manager built to serve your needs. In many cases, we have achieved “preferred” status with partners, such as Aetna,
Blue Cross Blue Shield, Cigna, Humana, United Healthcare and many others, resulting in dedicated client service
teams, underwriting and other services.