Subject Matter Experts > Finance/Accounting

Temporary Insurance Accounting Professionals

The Jacobson Group delivers experienced temporary insurance accounting and finance professionals at all levels to companies requiring assistance for special projects or seeking an expert to fill in during a permanent search. Our accounting and finance consultants have proven success impacting projects across all insurance industry verticals: health, life, disability, and property and casualty. Because of their demonstrated expertise, it is not uncommon for a client to offer our consultants additional project work after completion of the initial assignment or to even convert our interim professionals to full-time.

Insurance Accounting Services

In addition to temporary accounting professionals such as billers, collectors, and accounts payable and accounts receivable clerks, Jacobson also provides access to insurance-specific accounting and finance subject matter experts with the knowledge and hands-on experience to seamlessly address consulting-level, business-critical needs. Following our extensive screening process, we carefully select all of our consultants with the client’s project in mind. This includes thoroughly evaluating each potential consultant in terms of skill set, related work experience and past performance to determine fit for a particular assignment. 

Jacobson’s interim professionals provide expertise both in accounting for general insurance companies and for specialty insurers. Our tenured accounting resources are an affordable alternative to traditional insurance accounting firms. Leveraging an average of 15 years of expertise in areas such as statutory, GAAP and SEC reporting, our accounting and finance consultants can quickly step in to address critical business situations.

Health Insurance Accounting

With orange book, medical billing and reporting expertise, our insurance industry accounting and finance specialists have the functional acumen to support the essential needs of national health carriers, small- to mid-sized regional plans, TPAs, and Medicare and Medicaid organizations. Jacobson has provided assistance across a variety of areas throughout the years, including those listed below: 

  • Enterprise Risk Management
  • Expense Reporting
  • Financial Auditing
  • Financial Planning and Analysis
  • GAAP Reporting
  • General Ledger Support
  • IFRS Standards
  • Interim Management
  • Internal Auditing
  • Investment Accounting
  • Medical Billing and Collections
  • Mergers and Acquisitions
  • Orange Book Preparation
  • Operational Streamlining
  • Quarterly and Year-End Support
  • Reinsurance Attestation
  • Run-Offs
  • SEC Reporting
  • SOX Compliance
  • State Filings
  • Statutory Reporting
  • Strategic Planning
  • System Conversions
  • Tax Accounting and Filing

Download Brochure

Download Case Study: Health Plan Accountant

 

Life Insurance Accounting

Jacobson has a vast network of insurance accounting and finance consultants who specialize in providing accounting for life insurance companies. These experts are well-versed in a variety of accounting standards, including statutory, GAAP and IFRS; and they can support critical project needs across a variety of functional areas: 

  • Blue Book Preparation
  • Enterprise Risk Management
  • Expense Reporting
  • Financial Auditing
  • Financial Planning and Analysis
  • GAAP Reporting
  • General Ledger Support
  • IFRS Standards
  • Interim Management
  • Internal Auditing
  • Investment Accounting
  • Mergers and Acquisitions
  • Operational Streamlining
  • Quarterly and Year-End Support
  • Reinsurance Attestation
  • Run-Offs
  • SEC Reporting
  • SOX Compliance
  • State Filings
  • Statutory Reporting
  • Strategic Planning
  • System Conversions
  • Tax Accounting and Filing

Download Brochure

Investment and Statutory Accountants

 

Property and Casualty Accountants

Jacobson's network of property and casualty insurance consultants encompasses CPAs, former CFOs, and other tenured accounting and finance professionals who can add value to a variety of assignments, such as year-end financial reporting or reserve adequacy testing. Our insurance accounting consultants have assisted our clients with projects including the following:

  • Enterprise Risk Management
  • Expense Reporting
  • Financial Auditing
  • Financial Planning and Analysis
  • Forensic Accounting
  • GAAP Reporting
  • General Ledger Support
  • IFRS Standards
  • Interim Management
  • Internal Auditing
  • Investment Accounting
  • Mergers and Acquisitions
  • Operational Streamlining
  • Quarterly and Year-End Support
  • Reinsurance Attestation
  • Run-Offs
  • SEC Reporting
  • SOX Compliance
  • State Filings
  • Statutory Reporting
  • Strategic Planning
  • Systems Conversion
  • Tax Accounting and Filing
  • Yellow Book Preparation

Download Brochure

Our Insurance Accounting and Finance Network 

Throughout our nearly 50 years of focused industry service, Jacobson has developed an extensive network of insurance-specific accounting and finance specialists. To learn more about how our consultants can support accounting for an insurance company and critical finance-related projects, visit our consultant portal or contact us.



RECENTLY COMPLETED PROJECTS

Statutory/GAAP Manager
Life Insurance Company

Risk Manager
Corporate Risk Management Organization

Certified Pricing Professional
Pricing Expert

Mutual Insurance Organization

Financial Planning and Analysis Professional
Multi-Line Insurance Company

Investment Tax Accountant
Life Insurance Company

 

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