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CONF I DENT I A L │ PAGE 46
Joplin Schools RFQ – Group Benefit Broker/Consultants
Conduct finalist meetings and/or vendor site visits
Detailed assistance with transition to or implementation of new vendors
Review all renewal documents, including SBC’s benefit summaries, contracts, plan documents and
amendments, and open enrollment materials
Provide updated benchmarking of plans, costs, and contributions as needed
Provide annual stewardship reports for the purpose of reviewing, measuring and modifying written 3-
year strategy
Manage vendor relations and issues
Assist in conducting and/or presenting at benefits committee meetings, wellbeing committee
meetings, Board meetings, and/or employee focus group sessions
Wellbeing
Wellbeing Solutions
Wellbeing Insights Newsletter
Wellbeing and engagement strategy, calendar, and budget development
Evidence-based tactics to reduce health and wellbeing risks
Wellbeing scorecard to measure impact
RFP and oversight of vendor processes
Return on Investment and Value of Investment analysis
Employee Education and Communication
Communication Strategy
Review client strategic objectives
Identification of communication objectives & challenges
Enrollment resource analysis
Vendor and technology support
Communication and Education
Design announcement letters and benefit outline summaries
Design a custom benefit booklet that meets your organization's compliance and fiduciary
responsibilities (Printing subject to additional fees)
Conduct onsite open enrollment meetings
Create benefit presentation video link for intranet that can be viewed by employees at any time