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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.



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.


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.


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.


Financial Reporting Expert

Our client, a mutual life insurance company, was having issues delivering timely and accurate reporting for their $6 billion life insurance subsidiary in Mexico. Without an internal expert in financial reporting, they turned to Jacobson for assistance with the project.


State Filings Analysts

This life insurance company needed assistance with state filings for three new voluntary products: hospital indemnity, critical illness and accident plans. The organization also required help with a number of additional filing projects.


Modeling Actuary

Our life insurance client acquired a large block of treaties that was modeled using generic models. The company required external expertise to rebuild the models to accurately represent the treaty specifics and requirements.


Modeling Actuary

This large reinsurer was in need of a consultant who could rebuild actuarial models and complete detailed data and premium validations for each new model. They had generic models for many of the ceding companies, and they wanted to make those models company-specific.


Business Modeling Actuary

As part of their governance process, our client wanted to document the business requirements for developing and maintaining their actuarial models. They turned to Jacobson for assistance in finding a professional with modeling, accounting and regulatory knowledge.


Stochastic Modeling and Pricing

Our life insurance client was in need of a Prophet actuary able to develop stochastic and pricing models. Without any internal employees able to manage this project, they turned to Jacobson to provide an actuarial expert.