Search

Model Review Actuary

Our life insurance client was in need of an actuary to assist with increased modeling work. With an understaffed actuarial department, they turned to Jacobson to provide a qualified specialist.


Actuarial IT Project

Our client sought additional support for creating illustrations and annual policyholder statements. They required resources with strong Excel skills, an understanding of life insurance products and an actuarial background.


Provider Analytics Consultant

This client required an experienced consultant to perform a data review. Without an internal expert in data analytics, they turned to Jacobson for assistance with this project.


Investment and Statutory Accountants

The client had acquired another national insurance company and the merger required the transitioning of products and pricing. This created a substantial amount of accounting work. After placing ads on several job boards and their company website to no avail, the company turned to Jacobson for help filling these temporary roles.


Underwriting Manual Development

An international organization was looking to introduce multiple product lines within a narrow timeline. The client needed Jacobson to supply underwriters who could successfully draft manuals.


Valuation Actuary

This life carrier needed a credentialed valuation actuary to assist with second-quarter audit and financial reporting. Jacobson provided a consultant with a background in domestic and international statutory regulatory compliance.


Variable Annuity Statutory Reporting Actuary

This leading financial services company was seeking an experienced annuity and statutory financial reporting consultant to fill a temporary position. Jacobson provided an actuary with significant experience in variable annuity and statutory reporting to fulfill the role.


Credentialing Operations Consultant

A health plan was unable to meet the URAC accreditation standards. They felt the current process workflows were inefficient and turned to Jacobson for an expert with credentialing operations experience to help streamline the process.


HEDIS Chart Reviewer

The client was in need of an experienced HEDIS chart reviewer to backfill a position due to a resignation at the start of the HEDIS season. Our consultant’s contributions helped the client get on track to complete their records review by the deadline.



Manual Data Collection

Our client was in need of a small team to manage a 4,000 case data collection project. Jacobson provided four experienced underwriters who accurately completed the full collection.


Policy and Procedure Claims Expert

After a merger of two behavioral health companies, the resulting organization faced necessary process and procedure revisions. In just one month, Jacobson’s expert quickly analyzed the current claims policies and procedures and developed new versions to adhere to industry standards.