Loading...
HomeMy WebLinkAbout5041Contract Number: Vendor: Sub�ect: Department: File Class: Begin Date: End Date: Review Date: Vault Date: 5041 WILLIS OF SEATTLE Benefzts Consultant Human Resources LEG 12-1 1/1/2011 12/31/2011 10/31/2011 Comments : 5a� 1 5oc__;� I (433 A � CERTIFICATE OF LIABILITY INSURANCE page 1 of 1 DATE 02/20 1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the poltcy(tes)must be endorsed If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement(s) PRODUCER CONTACT Willis Of New York, Inc PHONE F 26 Century Blvd ����® 877 - 945 -7378 AX 888 - 467 -2378 P O Box 305191 �` -MAIL certifi.cates@willis.com Nashville, TN 37230 -5191 ® INSURER(S)AFFORDINGCOVERAGE NAIC# INSURERA See Subsequent Page 00000 -004 INSURED �1 Ov INSURER B Willie North America, Inc One World Financial Ctr INSURER 200 Liberty Street o {Bvemetton INSURER New York, NY 10281 0W OTnen� RlskMano INSURER INSURERF COVERAGES CERTIFICATE NUMBER 16351393 REVISION NUMBER THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS INSR TYPEOFINSURANCE h DDIL SUB POLICYNUMBER POLICY EFF POLICY EXP LIMITS Am GENERAL LIABILITY EACH OCCURRENCE $ COMMERCIAL GENERAL LIABILITY PREMISES (E. RENTED ) $ CLAIMS -MADE❑ OCCUR MED EXP (Any one person) $ PERSONAL &ADV INJURY $ GENERAL AGGREGATE $ GEN L AGGREGATE LIMIT APPLIES PER PRODUCTS COMP /OPAGG $ POLICY PRO LOC $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ ANY AUTO BODILY INJURY(Per person) $ ALLOWNED SCHEDULED BODILY INJURY(Peraccident) $ AUTOS HI DAUTOS NON OWNED PeOacER D AMAGE $ AUTOS ( ) UMBRELLA LIAB OCCUR EACH OCCURRENCE $ 4 ECD XCESS LIAB CLAIMS -MADE AGGREGATE $ E D RETENTION $ $ OTH WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YI ANY PROPRIETOR/PARTNER/EXECUTIVE N/A EL EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? rrMandatory in NH) E L DISEASE EA EMPLOYEE $ ff yes describe under DESCRIPTION OF OPERATIONS below E L DISEASE POLICY LIMIT $ A FSIL2010.12 7/31/2011 7 30 2012 Errors and Omissions See Coverage Schedule Attached DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach Acord 101, Additonal Remarks Schedule, if more space is required) All employees of Willis North America and its subsidiaries are included as Insureds under the Errors & Omissions policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDA , N PE WITH T E POLICY PROVISIONS AUTHORIZ D REPRES NT IVE Evidence of Insurance Coll:3438467 Tp1:1309094 Cert: 393 ©1 88-2010 ACORD CORPORATION All rights reserved ACORD 25 (2010105) The ACORD name and logo are registered marks o ACORD r WE, THE UNDERSIGNED, HEREBY CERTIFY that the following described insurance is in force at this date NAME OF ASSURED Willis Group Holdings Limited and/or all Subsidiary and/or all Associated Companies Worldwide including Willis North America, Inc ADDRESS OF ASSURED The Willis Building, 51 Lime Street, London, England with an office at 200 Liberty Street, New York, NY 10281 KIND OF INSURANCE Worldwide Brokers and Agents Errors & Omissions Liability Insurance (Claims Made Form) POLICY /COVER NOTE NO FSIL2010 12 PERIOD July 31, 2011 to July 30, 2012, both days inclusive AGGREGATE LIMIT OF LIABILITY US $5,000,000 for the policy period CARRIER Various including Lloyd's of London and the Group Captive This document is furnished to you as a matter of information only The issuance of this document does not make the person or organization to whom it is issued an additional Assured, nor does it modify in any manner the contract of insurance between the Assured and the Underwriters Any amendment, change or extension of such contract can only be effected by specific endorsement attached thereto Should the above mentioned contracts of insurance be cancelled, assigned or changed during the above named policy period in such manner as to affect this document no obligation to inform the holder of this document is accepted by the undersigned or by the Underwriters SEVERAL LIABILITY NOTICE The subscribing insurer's obligations under contracts of insurance to which they subscribe are several and not joint and are limited solely to the extent of their individual subscriptions The subscribing insurers are not responsible for the subscription of any co- insuring subscriber who, for any reason, does not satisfy all or part of its obligations NOT VALID UNLESS ATTACHED TO AN ACCORD CERTIFICATE FORM AND SIGNED BY TAD OJEKS s ame Baccala & Shoop Insurance Services Freberg Environmental Inc Global S ecial Risks, LLC Hilb Ro al & Hobbs Investment Compan Hilb Rogal & Hobbs of Atlanta Inc Hilb Ro al & Hobbs Services Compan HRH Consulting LLC HRH E &S Services LLC HRH Investment Advisors LLC HRH Risk Mitigation Inc HRH Securities LLC Hunt Insurance Grou p LLC InsuranceNoodle of Massachusetts, Inc InsuranceNoodle, Inc Maclean Oddy & Associates, Inc New World E &S LLC Philadelphia Benefits, LLC Premium Funding Associates Inc Queenswood Properties Inc SB &T Captive Management Compan Smith, Bell & Thompson, Inc The Managing Agency Group Inc Westport Financial Services LLC Westport HRH LLC Willis Administrative Services Corporation Willis Amencas Administration Inc Willis Benefits of Pennsylvania, Inc Willis Commercial, Inc Willis Corroon Corporation of Sacramento Willis HRH Inc Willis IIB Inc Willis Insurance Brokerage of Utah Inc Willis Insurance Services of Atlanta Inc Willis Insurance Services of California Inc Willis Insurance Services of Georgia, Inc Willis Management (Vermont) Ltd Willis of Alabama, Inc Willis of Alaska Inc Willis of Arizona Inc Willis of Colorado, Inc Willis of Connecticut LLC Willis of Delaware Inc Willis of Florida Inc Willis of Greater Kansas Inc Willis of Illinois Inc Willis of Kansas Inc Willis of Louisiana, Inc Willis of Maryland, Inc Willis of Massachusetts, Inc Willis of Michigan Inc Willis of Minnesota Inc Willis of New Hampshire, Inc Willis of New Jersey Inc Willis of New York, Inc Willis of North Carolina, Inc Willis of Northern New England, Inc Willis of Ohio Inc Willis of Oklahoma Inc Willis of Oregon Inc Willis of Pennsylvania, Inc Willis of Seattle, Inc Willis of Tennessee, Inc Willis of Texas Inc Willis of Vir inia Inc Willis of Wisconsin, Inc Willis of Wyoming Inc Willis Personal Lines, Inc Willis Programs of Connecticut Willis Re Inc Willis Securities, Inc Willis Services LLC PROFESSIOl�TAL SERVICES AGREEMENT Benefits Consultant The City of Bremec�ton ("City") and Willis of Seattle, Inc. {"Consultant"), refer�ed to collectively as the "Pairties," enter into the following Agieement for p►ofessional servtces: I. Scope: The Cansultant agrees to perform the seivices more specifically desciibed m the Scope of Services and Coverages dated Januaiy 1, 2011, including any attachments thereto , attached he►eto as Exhibit A, which is incoipoiated by reference herem The Scope of Services and Coverages may be modified only pursuant to Section VII G, Of this Agreement If the Scope of Servtces and Coverages provides for unspecified add�#ional services such seivices shall only be peiformed upon the express written request of the City. Consultant fi�t�ther ►epresents that the services furnished under this Agieement will be pe��foimed in accordance with generally accepted piofessional practices in effect at the t�me such services aie performed. lI. Term: The term of the agreement shall be from January 1, 2011 to Decembei 31, 201 l. The City and the Consultant aglee that work will begin on the tasks desciibed in Exhtb�t A�mmediately upon execution of this Agieement. The pai�ties agree that the woik described tn Exhibit A is to be completed as piovided for �n the woik schedule attached hereto as Exhibit B; provided however, that additional t�me shall be granted by the City for eYCUSable delays or ext►a woik as piov�ded for in sectton IX (A) of this agreement. TII. Compensation: In consideration of the services piovided pursuant to this Agieement, the City shall pay Consultant in an amount not to exceed $12,000.00. Consultant's charges and bills shall conform to the fee schedule attached heieto as Exhibit C and incoiporated heiein by th�s reference. The Consultant shali submrt ��egular billing statements detailing woik performed and amount cha�ged on each task oi portion thereof. The descriptions shall conform to and fall withm the categoiies set out m the Scope af Work and/oc Fee Schedule Upon ieceipt of a conformmg billing statement, the City shatl promptly process payment, PROVIDED, HOWEVER, the City resei�ves the right to prioritize scoped work and acceleiate andlor delay work tasks under the time frame set foc�th in Section II herein The Const�ltant's labor rates and billing fees shail be as delineated in Exh�btt C. Consultant shall not peifortn �vork beyond the Scope of Work, nor shall be compensated fot such r�voik, unless the Scope of Work or amount of coEnpensation is modified puisuant to this Agreement. Consultant shall only be compensated for additional services if requested pursuant to Section I and, if not otherwise provided, such compeasation shall be in accordance with Exl�ibit C. Xf a billing statement does not conform to this Ags•eement, the City may withhold payment until the staternent is brought into compliance Such withholding does not relieve Consultant of its obligations under this Agceement, IV, Relationship of Parties: Consultant iepiesents that it is skiiled in the matters addtessed in the Scope of Work and is performing independent functions and iesponsibilities within its field oF expei�tise. Consultant and its pex�sonnel are independent Consultants and not employees of the City Consultant and its personnel have no authority to bind fhe City or to control the City's employees and other Consttltants. None of the benefits piovided by the City to its employees, including, but not Bremerton/Wilhs of Seattle, Inc. Benefits Consultant Page 1 of 9 limited to, compensation, msurance, and unemployment insurance aie avatlable from the City to the employees, agents, representatives, or sub-Consultants of ttie Consultant. Consultant will be solely and entirely �esponsible for its acts and for the acts of Consultant's agents, employees, repiesentatives and sub-Consultants durmg the pei�formance of this Agieement The Clty may, duiing the term of this Agreement, engage other independent Consultants to perform the same or similar woik As an mdependent Consultant, Cansultant is iesponstble for its own management The City's admmistration and enforcement of this Agreement shal] not be deemed an exeicise of manage�•ial control over Consultant oi its personnei. As an �ndependent Consultant, Consultant �s responsible for payment of all taxes and licensing fees necessary to pe►foim its obligations under this Agceement. These taxes and fees mclude but a�e not limited to State lndustrta( insurance, Business & Occupatton, State professional licensing, and City busmess licens�ng. Tf any taxes or fees due the City have been declared delinquent, the C�ty may withhotd the delinquent amount, plus any additional chaiges arising fiom the delsnquency, fiom any payments due Consultant. V. Tndemnification: Consultant shall defend, indemnify and hold the City, its officers, officials, employees, agents and vofunteers harmless fiom any and all claims, injuiies, damages, losses or suits, including all legat costs and attorney fees, arising out of or in connectton with the pei�foimance of this Agreement, except for that portion of the injuiies and damages caused by the City's sole negligence. The City's ievie�v or acceptance of any of the woik when completed shall not be giaunds to avoid any of these covenants of indemni£ication. Should a court of competent �ur�sd�ction determine that this Ag�eement is subJect to RCW 4.24.115, then, in the event of I�ability for damages atising out of bodily mjuty ta persons oi damages to property caused by or resulting from the concu�7ent negligence of the Consultant and the C�ty, its officeis, o�ciats, employees, agents and volunteers, the Consaltant's liability hei•eunde�• shall be only to the extent of the Consultant's negligence. IT IS FURTHER SPECIFIGALLY AND EXPRESSLY UNDERSTOOD THAT THE 1NDEMNTFICATION PROVIDED HEREIN CONSTITUTES TI� CONSULTANT'S V1/AIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE S 1 RCW, SOLELY FOR THE PURPOSES UF THIS INDEMNIFICATION THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLYNEGOTIATED THIS WAIVER. The provisions of this section shall siirvive the expiiation or termination ofthis Agreement. VI. Insurance: Piioi to and during the performance of the woik covered by this Agreement, Consultant sllall piovide the Risk Manager for tha City of Bremerton _with evidence that it has obtained and maintams in full force and effect during the term of this Agc•eement a policy of piofessional liability insurance, providing coverage of at least $1,000,000 against piofessional liability for ei�rors and omissions in connection with the woik to be perfoimed under this Agreement. Risk Manager shall be piovided thirty (30) days' written notice of any cancellation of said professional Iiability insurance. Bremet�ton/Willis of Seattle, Inc. Benefits Consultant Page 2 of 9 The Criy reserves its unqualified right to reyuire at ny time and for any reason, proof of coverage in the form of a duplicate of the insurance p y with al endocsements as evictence of coveiage. {-{��}� q,� �� VII. Generai Conditions: A Repoc�ts and Information, When reyuested by the C�ty, Consultant shall furnish periodic repoi�ts and documents on matters covered by this Ag►eement. The repoi�ts and documents shall be furnished in the t�me and foim requested. Consultant shall maintain account�ng recocds in accordance with Generally Accepted Accounting Principles (GAAP) to substantiate all billed amounts B Ownershi�and Use of Records and Documents: 4riginal documents, d�awings, designs and tepoi�ts, mcluding those m electronic foimat, developed under th�s Agreement are the pioperty of the City. All w�itten information submitted by the Ciry to the Consultant in connection with the services peiformed by the Consultant under this Agreement will be safeguarded hy the Consultant to at least the same extent as the Consultant safeguaids l�ke information relating to its own bt►siness. If such information is publicly available or is aheady in Consultant's possession or known to it, or is rightfully obtained by the Consultant fiom third parties, Consultant shall bear no responsibility foi its disclosure, inadvei�tent oi otherwise All data, documents and files created by Consultant under this Agieement may be stored at Consuitant's office in various locations in the United St�tes. Consultant shall make such data, doc�aments, anc� files available to the City upon its request at all teasonable times for the pucpose of editing, modifying and updating as necessary until such t�me as the Ciry is capable of storing such mformation in the City's offices. Duplicate copies of this information shall be provided to the City upon its request, and at �•easonable cost. Alf documents, mcluding all ieports, drawings, spec�fications, computer softr�vare o�• other Stems piepaied or furnished by Consultant pursuant to this Agreement, are instiuments of seivice �vith tespect to the project and are the pioperty of the City. Any reuse by the C�ty for othei than the specific purpose intended will be at City's sole risk. C, Work Performed at Consultant's Risk• Consultant shall take ali piecaut�ons necessaiy and shall be responsible foi the safety of its employees, agents, and sub-consultants in the performance of the work heieunder and shall utilize all p�•otection necessary for that puipose. All work shail be done at Consultant's own risk, and Consultant shall be responsible for any loss of oi damage to mateiials, toals, or othei airticles used oi held foc use in connection with the work. D. Place of Wo►�k: The Consultant shall perform the woik authorized undei th�s Agteement at its offices in the United States. Meetings with the City staff as described in Exh�bit A, Scope of Work, shall take place at the City's offices, or at locations mutually agreed upon by the pacties. E. Entice A�reement: This Agreement and its Exhibits constitutes the entire agreement between the Parties, and the Pat�ties acknowledge that there aie no othei agreements, written or oial, that have not been set forth in the text of this Agreement F Seve�ab�litv. Should any pa�t of this Agreement be found void, the balance of the Agreement shall remain in full foice and effect. Bremei�ton/Willis of Seattle, Inc, Benefits Consultant Page 3 of 9 G. Modification• This Agreement may only be modified by written mstrument signed by both Parties. H. Wr�tten �iotices: All commurucat�ons iegaiding this Agreement shall be sent to the parties at the addresses listed below by �egistered or lst class mai3, or by personal service, and shall be deemed sufficiently g�ven if sent to the addressee at the address stated in this Agreement or such other address as may be heieafter specified in writing. City Address City of Biemet�ton Human Resources 345 6` St�eet, Suite d00 Bremerton, WA 98337 Consultant Address Willis of Seattle, Inc. 505 P�fth Avenue S Suite 200 Seattle, WA 9810� I. Waiver� Fa�luie to enfoice any provision of this Ag�eement shall not be deemed a waivei of that provision. Waiver of any right or powei arising out of this Agreement shail not be deemed waivei of any othei i ight oi power. J, Non-Waiver of Bieach: The failure of the City to insist upon strict perfoimance of any of the covenants and agieements contained herein, or to exercise any option heiein confer�•ed in one or more instances shall not be construed to be � waiver or ielinquishment of said covenants, agieements oi options, and the same shall be and iema�n in full foice and effect. K Compliance with Laws: Consultant shall comply with all applicable Fede�•al, State, and local laws in peiforming its obligations undec this Agieement L. Choice of Law and Venue: This Agieement shall be interpreted accarding to the laws of the State of Washington Any jttdicial action to resolve disputes arising out of this Agreement shall be brought in Kitsap County Superior Court. M. Attoc ne s� Fees• In the event of litigation to enforce any of the terms or prov►sions herein, each party shall pay ail tts own costs and attorney's fees. , N Assi�ment. Any asstgnment of this ag�eement by the Contractoi w�thout the written consent of the City shall be void. VIII. No�idiscriminatron: Consultant shall not discciminate in employment or seiwices to the public on the basis of iace, coloi, nation�l origin, sex, ieligion, age, marital status, disabilrty, oi sexual orientation except foc employment actions based on bona fide occupational qualification IX. Termination: This Agreement shall iemain in force until complet�on and acceptance of the se►•vices, terminated by wiitten �nstt�ument upon mutual consent, or by the City of Bremerto�l for convenience This Agieement may be immediately terminated for cause by a Party if the other Party substantialiy fails to perform thiough no fault of the terminatmg �'arty, and the nan-peifoiming PaiTy does not commence coi�ection of the failuce of perfo;mance within thiity (30) days of the tercninating Party's sending notice to the non-peiforming Pai�ty. Any Natice by Consultant shall include a report showing the status of all �tems listed m the Scope of Work current through the termination date Bremerton/Willis of Seattle, Inc Benefits Consultant Page 4 of 9 If the City receives reimbursement by any federal, state, or other souice for work desciibed in Section I herein, and that funding is withdcawn, reduced or limited in any way, or the pro�ect is cancelled or s��bstant�ally reduced aftei the execution date of this Ag�eement and prior to the completion of the work, the City may summarily terminate this Agreement. A Excusable Delavs. The i�ght of Consuttant to proceeci shall not be tex•minated nor shall Consultant be charged with liquidated damages for any delays in the completion of the woik due to• 1) any acts of the fedeial government in conttolling, restricting, or teyuisitioning mateiials, equipment, tools, or labor by reason of war, national defense, or other national emeigency; 2) any acts of the City, its consultants, or other public agencies causin� s«ch delay; and 3) causes not ieasonably foreseeable by the parties at the time of the execution of the Agieement that a�e beyond the control and without the fault oi negltgence of the Consultant, includmg, but not restiicted to, acts of God, fiies, floods, shikes, or weather of unusual severity. PROVIDED, HOWEVER, that the Consultant must promptIy notify the City within ten (10) calendar days in writing of the cause of the_ delay If, on the basis of the facts and the teims of this Agreement, the delay is properly excusable, the City shall, in writing, extend the time for completing the work for a period of time commensurate w�th the period of excusable delay B Rights Upan Termination� In the event of termination, the City shall pay for all seivices performed by the Consultant to the effective date of te�mmation, as described on a fin�! mvoice submitted to the City. A#ter teimination, the Cyty may take possession of all tecords and data within the Consultant's possession pertaining to this projcct which may be used by the City without restriction Any such use not ielated to the pioject which Consultant was contiacted to peifoim shall be without liabiliry or legal exposu►e to the Consultant. C()NSULTANT Appcoved as to foim: met�tott City Attorney �t/1 /li5 d �.�'y1�� �� By: title. / Date. � �U/� Attest. / � City Cl rk Bremei�ton/Willis of Seattle, Inc. Benefits Consultant Page 5 of 9 CITY OF BR�MERTON Exhibit A January 1, 2011 SCOPE OF SERVICES & COVERAGES Strategic Planning • Assist m defining and prior�tiz�ng strategic health & welfare plan ob�ectives • Identify underperforming vendor relationsh�p ' • Assess carr�er/vendor customer serv�ce levels o Develop pro�ect act�on tim�lines • AssESt in the deveiopment of an employee survey. Conduct survey and provide an executive summary detailmg results • Drscuss relevanf benchmarking data Financial Analysis • PerForm financ�a! rewew and analysis of experience reports {sub�ect to reporting) • Assess current funding arrangements for appropr�ateness and make recommendations as needed • Evaluate current costs of benefits versus effectiveness of plan design • Review managed care expense and administrative service fees (where applicable) • Forecast pro�ected benefit costs to include maximum exposure • Evaluate excess loss coverage • Prepare experience reviews as directed • Assist m developing appropriate employee contributions levels • Perform trend analysis from available diagnostic and normative data Renewal • Analyze and negotiate renewals with vendors o Review vendor renewal methodolagy, experience data, and assumpt�ons for accuracy and logic • Compare vendor renewal with W�Ilis pro�ections o Develop and present alternative plan designs and provisions with associated fmancial and member impact analysis • Finalize proqram design, rates, and fees Bremerton/Will�s of Seattle, Inc. Benefits Consultant Page6of9 o Prepare an accurate renewal document with recommendations for deiivery Marketing o Develop plan speafications based on feedback from strategic planning meeting o Jointly determine list of vendors best suited to meet plan goals and ob�ectives o Perform pre-marketing evaluation of census data, network service areas, and admtnrstrative needs o Evaluate carrier cli�nt support services o Evaivate vendor financial ratings and accreditation o Review provider network accessibility/employee match o Perform critical analysis and comparison of plan features and costs o Assist in the scheduling of selected finalist site vis�ts o Assist in conducting final�st negotiations e Prepare and submit a summary report w�th recommendations e Assist in the notification of all bidders as to the final outcome Annual Enrollment o Assist in the planning of employee meetings, round tables, and heaith seminars • Prowde guidance on delivering a comprehensive communication strategy • Introduce workable technoiogy solutions for communications and enrolfinent where appropriate • Coordmate vendor sponsored communication materia! Compliance • Provide leg�sfative updates as needed • Provide access to ERISA attorneys for regulatory and compliance updates • Review plan documents and summary pfan descriptions for regulatory compliance from a non-legal perspective (client would need to retain legal advice) • Provide access to periodic web cast compliance sessions Bremerton/Willis of Seattle, Inc. Benefits Consultant Page 7 of 9 Account Management Services o Senre as a liaison between the client and all insurance compan�es/vendors e Monitor admmistrative process and assist in the smooth resolutian of elevated issues e Act as an employee/empioyer advocate in the resolut�on of ongoing claims issues o Audit, conf�rm, and manage aU changes in legai documents (contracts, pol�cies, SPDs, etc ) o Review plan performance as directed , e Identify and monitor potential catastrophic claims • Review large claims management activity e Review network utilizaUon Bremerton/Willis of Seattle, Inc Benefits Consultan# Page 8 of 9 Exhibit B Fee Schedule Annual Fee: $12,000 BiemertonlWitlis of Seattle, Inc. Benefits Consultant Page 9 of 9