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DocuSign Envelope ID: 17405374-3F52-4EE3-A40B-COBD1 EOB0058 <br /> ti <br /> R ESPONSE TO RFQ#5328 FOR INSURANCE BROKER AND RM CONSULTING SERVICES <br /> ORANGE COUNTY,NC I SEPTEMBER 30,2021 <br /> IV I REQUIREMENTS OF PROPOSALS <br /> address specific risk exposures. Moreover, Alliant continues to attract professionals specializing in <br /> Public Entity, Captive Solutions, Risk Control, Analytics & Modeling, and other specialties relevant to <br /> the County. We encourage the County to explore potential solutions with Alliant. <br /> As previously mentioned, Mark Goode, your lead broker, recently left a competitor to join Alliant as <br /> Senior Executive Vice President & Managing Director of the Alliant Public Entity, Education & Pooling, <br /> Joining Mark is a team of over 40 other members of his previous team, many of whom you have worked <br /> with for years. This team is housed in Charlotte, NC. Alliant is delighted to welcome this group to our <br /> already robust team of public entity experts. This investment in talent is yet another example to the <br /> commitment of Alliant to continue to grow in the public entity sector. <br /> Below, we have provided further detail on each members' experience, roles, and responsibilities. A <br /> written description of responsibilities by individual are included on the following pages. Resumes for <br /> each of these individuals appear in Appendix B. <br /> NAME/OFFICE • • • • ROLE <br /> As leader of the Alliant Public Entity Group, Mark has <br /> Executive the ultimate responsibility for making sure all of the <br /> Mark Goode Sponsor/Authorized Alliant resources are being properly deployed and <br /> Charlotte, NC Signer/Primary 40 years the detailed account service plan for the County is <br /> Broker being executed. Mark will engage in and monitor all <br /> aspects of the servicing of the County's account. <br /> Keith will serve as central point of contact for the <br /> County and will ensure that all aspects of the service <br /> commitments are being executed. Keith's <br /> Back up responsibilities will include the gathering and <br /> Keith Brown Leader/Account 30 years analyzing exposure data, communicating with <br /> Charlotte, NC Executive insurers and intermediaries, developing renewal <br /> strategies and program design. He will also provide <br /> risk management consulting, keeping the County <br /> advised on changing market conditions and the <br /> availability of new products and services. <br /> Sean will manage the day-to-day servicing of the <br /> Sean Keenan County, focusing on collection of exposures, <br /> Charlotte, NC Client Manager 15 years reconciling billing information, facilitating the <br /> delivery of carrier documentation, assisting in <br /> completing applications, issuing COI's, etc. <br /> Melissa Sowell Assistant Client Melissa will serve as back up to Sean and be available <br /> Charlotte, NC Manager 25 years to assist with marketing and servicing program <br /> needs. <br /> Mike Honeycutt Property/Casualty 28 years Mike will provide property and casualty placement <br /> Charlotte, NC Specialist expertise for the County's program <br /> - 30- Affiant <br />