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Insurance Consultant Case Studies


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.
Interim Vice President of Operations for State and Federal Government Programs
After their operations leader retired, this national dental plan sought an interim vice president of operations for state and federal government programs to oversee all operational areas while they searched for a permanent replacement.
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.
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.




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