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CONF I DENT I A L │ PAGE 16
Benefits Consulting Services RFP
3. Qualifications
a. Description of service philosophy.
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.
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. We value our employees and have embraced programs
that enhance our employee’s experience, such as Great People Great Place, Great Health and CBIZ Women’s
Advantage. These programs focus on creating an environment for employee development and career advancement.
Because one of our values is being a great place to work, we approach working for our clients with this same
perspective. In 2016 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.
Client Focus
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. Please refer to Exhibit A for our Service Promise, Mission and Core Values.
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 monthly vendor performance calls, quarterly stewardship meetings,
periodic surveys, and our web-based Client Service Review survey, which measures individual client
satisfaction and benchmarks CBIZ against our competitors.
b. Conceptual program structure and pricing.
Our proposal is designed to show our Premier Scope of Services. We have the capability to provide our services to
Unity within a flexible fee arrangement.
Our policy on receiving fees or commissions is a collaborative process between our clients and CBIZ. Commission
and/or fees are disclosed and transparent to ensure appropriateness for our ongoing partnership.