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 finance and accounting insurance consultants have proven track records of impacting projects across all industry verticals: health, life, disability, and property and casualty insurance. Our clients speak very highly of our consultants. It is not uncommon for a client to offer our consultants additional project work after completion of the initial assignment or to even convert them to full-time.

 

Insurance Accounting Consultants

In addition to traditional temporary accounting positions such as billers, collectors, accounts payable and accounts receivable clerks, Jacobson also provides access to insurance-specific accounting and finance subject matter experts with the functional expertise to address consulting-level, business-critical needs. We carefully select all of our consultants with the client’s project in mind, following our extensive screening process. We thoroughly evaluate each potential consultant in terms of skill set, related work experience and past performance to determine fit for each particular project. Our consultants are valuable accounting resources and an affordable alternative to traditional insurance accounting firms. Leveraging an average of 15 years of functional expertise in areas such as statutory, GAAP, and SEC, our finance and accounting consultants can quickly step in to address critical business situations.

 

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Health Insurance Accounting

With orange book, statutory, GAAP, and SEC expertise, our accounting and finance specialists have the functional acumen to address the critical business situations of national health carriers, small- to mid-sized regional plans, TPAs, and Medicare and Medicaid organizations nationwide. Below is a list of just some of the functional areas Jacobson has helped support throughout the years:

  • Financial Analysis
  • Financial Auditing
  • GAAP Reporting
  • General Ledger
  • Interim Management
  • Medical Billing and Collections
  • SEC Reporting
  • Stat Reporting
  • State Filings
  • Strategic Planning

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Download our interim finance leader case study.

 

Life Insurance Accounting

Jacobson has a vast network of life insurance accounting and finance consultants who specialize in various functions of the life and disability industry. Our accounting and finance specialists are well-versed in a variety of accounting standards, including statutory, GAAP, and IFRS, and can support critical project needs across a variety of functional areas:

  • Blue Book Preperation
  • Expense Reporting
  • Financial Planning and Analysis
  • GAAP Reporting
  • General Ledger Support
  • Interim Management
  • Internal Auditing
  • Investment Accounting
  • Mergers and Acquisitions
  • SEC Reporting
  • SOX Compliance
  • Statutory Reporting
  • Strategic Planning
  • System Conversions
  • Tax Accounting and Filing
  • Quarterly and Year-End Support

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Investment and Statutory Accountants

 

Property and Casualty Accountants

Are you searching for a property and casualty accountant or a tenured finance expert who can step in and complete year-end financial reporting, conduct reserve adequacy testing or perform other financial functions? Jacobson's bench of property and casualty insurance consultants encompasses CPAs, former CFOs, and other tenured finance and accounting professionals who can assist with a variety of projects. We thoroughly evaluate all consultants with the specific client assignment in mind to ensure we provide the subject matter expert best-suited to meet our client's objectives. Our accounting consultants for insurance companies have assisted our clients with projects including the following:

  • Enterprise Risk Management
  • Financial Reporting
  • Forensic Accounting
  • GAAP Reporting
  • General Ledger
  • Interim Management
  • Investment Accounting
  • Mergers and Acquisitions
  • Operational Streamlining
  • Reinsurance Attestation
  • Run-Offs
  • SOX Compliance
  • Statutory Reporting
  • Strategic Planning
  • Systems Conversion – Selection, Development and Implementation
  • Tax Support
  • Yellow Book

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Our Insurance Finance and Accounting Network

Throughout our nearly 50 years, we have developed an extensive network of finance and accounting insurance consultants. To learn more about the functional expertise of our consultants, 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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