Subject Matter Experts > Operations

Insurance Operations Consultants

The Jacobson Group delivers insurance operations consultants as a timely and cost-effective solution to your temporary needs. Our subject matter experts are used as a stop gap during a permanent search, as an alternative to traditional insurance consulting firms, or simply for an extra staff member during peak periods or projects. With nearly five decades of insurance industry experience and relationships at work, Jacobson provides immediate access to operations consultants on an interim basis for special projects and short-term engagements.

Our consultant network includes experts across the country who can be immediately mobilized to client locations or established in a work-at-home environment. Our staff members are then seamlessly integrated into our client’s current infrastructure and best practices.

Jacobson’s operations consultants are experts in areas such as call centers, customer service and network development. Leveraging an average of 15 years of functional expertise and proven management acumen, they can quickly step in to address critical business situations. When on assignment, our professionals meet and often exceed our clients’ own professional staff in terms of regular metrics. Let us provide you with the insurance operations solutions your business needs.


Insurance Operations Consultant Expertise

Because of our longevity in the marketplace, we have an extensive industry network and an insider’s perspective that has contributed to our reputation for excellence. Regardless of our clients’ unique needs or situations, Jacobson provides insurance operations experts with the hands-on knowledge and proven product line expertise necessary for each assignment.


Health Insurance Operations Consultants

Our health insurance consultants can step in to analyze operational efficiencies and provide best-practice suggestions. These health experts can be mobilized to work on-site, or they can support client needs in a work-at-home environment. Throughout the years, we have helped numerous health plans in the following areas:

  • Business Analysts
  • Claims Policy and Procedure
  • Claims Testing
  • New System Testing
  • Project Management
  • Reporting Analyst


Life and Disability Insurance Operations Consultants

Built during our 50 years in the industry, our deep talent network allows us to quickly identify consultants who can provide the operations support our clients require. Our operations consultants have the vertical expertise and hands-on knowledge necessary to make an immediate impact on our life and disability clients’ specific needs. For recent projects, we have provided talent with expertise in the following areas:

  • Agency Operations Analysis
  • Interim Management
  • Operational Efficiencies Identification and Implementation
  • Process Development and Improvement


Property and Casualty Insurance Operations Consultants

No two sectors of the insurance industry are the same, and the challenges in each vertical vary greatly. The diverse and complex property and casualty industry has unique operational challenges. Jacobson’s consultants possess intimate knowledge of property and casualty product lines and offer the following areas of focus, among others:

  • Business Analysis
  • Call Center Operations
  • Operational Efficiencies
  • Process Flows
  • Project Management
  • Training


Insurance Operations Consultant Network

Throughout the past 50 years, we have developed an extensive network of operations professionals. To view a sampling of the consultants available for your special projects and interim engagements, search for insurance operations consultants now.


Case Study: Small Group Product Manager


Senior Education Consultant
Medicare Administrator Contractors (MACs)

Quality Improvement Director
Health Plan

Executive Project Leader
Multi-Line Insurer

Health Care Reform Consultant
Multi-Line Carrier

Customer Service Facets Trainer
Health Plan