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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 /> NAME/OFFICE PROPOSED ROLE <br /> Taylor Forst Property/Casualty Taylor will support and back up Mike by providing <br /> Charlotte, NC Specialist 8 years property and casualty placement expertise for the <br /> County's program <br /> Bill Nellen Environmental 28 years Bill will be responsible for placing the County's <br /> Atlanta, GA Specialist environmental and pollution risks. <br /> Brian Dunphy Cyber Specialist 20 years Brian will be responsible for placing the County's <br /> New York, NY cyber program. <br /> Steven will develop annual service plan, provide <br /> insights on leveraging risk control activities for <br /> Steven Langlinais Loss Control 25 years strategic loss prevention and underwriting, perform <br /> New Orleans, LA Consultant field work and insured consultations, provide <br /> educational courses and training, and conducts <br /> quality assurance reviews, etc. <br /> John will serve as the lead claims advocate for the <br /> County.John will ensure all claims are handled in the <br /> John Bobo Claims Consultant 40 years most timely and efficient manner to achieve positive <br /> Charlotte, NC (P&C) outcomes and recoveries. He will be heavily involved <br /> in all phases of CAT losses and provide support to <br /> the County team and assigned adjusters. <br /> Dan Madej Dan will perform analytical functions to keep the <br /> Chicago, IL <br /> Analytics 20 years County on the cutting edge of new developments <br /> and products. <br /> 4. Five business references are required, with at least 3 of the references being comparably sized <br /> government or non-profit clients and at least one reference should be of an account lost within the <br /> last 2 years. <br /> Alliant has provided five client references the County may contact below. We believe that these <br /> references should be sufficient, and we encourage the County to reach out to them, as we believe our <br /> references are our greatest success indicator. For each of the references provided, Alliant has provided <br /> insurance brokerage and consulting services on an annual basis, and has done so for many years. <br /> Additional references can be made available upon request. <br /> REFERENCE 1 <br /> • <br /> Unified Government of Athens-Clarke County Jeff Hale, MA, SHRM-CP/HR Director <br /> 375 Satula Avenue 762-400-6361 <br /> Athens, GA 30601 jeff.hale@accgov.com <br /> - 31 - Affiant <br />