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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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2014-608-E Finance (Risk Management) - Willis of North Carolina, Inc. for Insurance Broker $58,000
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Last modified
5/18/2017 2:26:40 PM
Creation date
12/31/2014 11:52:31 AM
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BOCC
Date
12/31/2014
Meeting Type
Work Session
Document Type
Agreement
Agenda Item
Manager signed
Amount
$58,000.00
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R 2014-608 Finance - Willis of North Carolina, Inc. for Insurance Broker (Risk Management)
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\Board of County Commissioners\Contracts and Agreements\Contract Routing Sheets\Routing Sheets\2014
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DocuSign Envelope ID:A4C366A3-F5D9-473B-9218-AF49BCCA02E0 <br /> 11. BROKER QUALIFICATIONS <br /> I 1-3ROKER SHALI., BE LOCATED w Noriini CAROLINA' UcrNSED BY AND IN GOOD <br /> STANDING W1 F14 THE STATE OF NOR rH CAROLINA DEPARTMENT OF INSURANCE" <br /> LICENSES SHALL BE FOR ALL. LINES OF lNSURANCE APPLICABLE TO A <br /> MUNICIPAU'ry'S EXPOSURE. <br /> Willis is global insurance firm employing over 18,000 professionals <br /> strategically located in 400 offices in over 120 countries. In the Carolinas, we <br /> employ 160 professionals located in offices in Charlotte, NC, Cary, NC, <br /> Greenville, SC, Columbia, SC and Charleston, SC. The Willis Public Entity <br /> Group is conveniently located in Charlotte, NC, Because of the industry <br /> specific expertise of this group, The Charlotte based team will be primarily <br /> responsible for handling your account. Individuals with specific expertise <br /> located in other offices will be called upon if and when situations arise <br /> demanding such expertise. One example is the claim advocacy services that <br /> will be provided by Mike Bradshaw in our Cary, NC office. <br /> All suggested team members are in good standing with the State of North <br /> Carolina and hold the appropriate licenses. Copies of those licenses will be <br /> provided upon request. <br /> 2. BROKER SHALL BE SUFI IMN-l'LY EXPERIENCED IN ALL lNSURANCE LINES AND MSS <br /> MANAGE MEN TSERVICESTO ""ROVU-, EXPERT,rf TIVEAND RELIABLE M. ......................E. <br /> SERMES"1 0 THE COUNTY. <br /> V1,JULJS PUBUC Et,,AITT The Willis Southeast Region Public Entity team, <br /> based in Charlotte, NC, will serve as your local service team. This team was <br /> formed in 2004 when Mark Goode and Mike Honeycutt left a competitor to <br /> join Willis. Due to the overriding philosophy of providing excellent client <br /> service, the group has experienced significant growth. The Public Entity <br /> Group is dedicated to the servicing of large public entities throughout the <br /> southeast. Your team interfaces with other public entity tearns throughout <br /> the country in the sharing and benchmarking of information, the identification <br /> and response to changing marketplace conditions, and trends in the <br /> legislative and regulatory environment. The team members are held to <br /> rigorous standards. They are employed based on proven experience within <br /> the public entity arena and are expected to maintain their expertise, keeping <br /> up with new developments in risk management practices and changes in the <br /> business world at large. In addition, our team is highly active in a number of <br /> Public Entity associations such as PRIMA, STRIMA, AGRIP, URMIA and <br /> others. <br /> We believe that the markets respond better to brokers that are experts in <br /> their given fields as opposed to those that are generalists. The Willis Public <br /> Entity Group is staffed by industry leading professionals that spend all of their <br /> 6-ne servicing the needs of public entitles clients. <br /> arrange Courty—Request for Brolter Qualifications and Conceptual Proposal-September 23,2014 5 <br />
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