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Insurance Consultant Case Studies


Credentialing Operations Consultant
A health plan was unable to meet the URAC accreditation standards. The felt the current process workflows were inefficient and turned to Jacobson for an expert with credentialing operations experience to help streamline the process.
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. The Jacobson Group provided an actuary with significant experience in variable annuity and statutory reporting to fulfill the role.
Valuation and Financial Reporting Actuary
SCOR, a global reinsurance company, was lacking vital resources and struggling to complete their valuation and financial reporting requirements. The Jacobson Group quickly identified an individual with many years of experience in valuation and financial reporting to fill the position.
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.
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.




Life Actuary
Life Insurance Company

Impaired Risk Underwriter
Protective Life Insurance Company

GAAP Year-end Reporting Expert
Financial Company

Rate Filing Support
Health Plan

Valuation Actuary
Reinsurance Group