Subject Matter Experts > Case Studies

Insurance Consultant Case Studies


Admin Expense and Allocations Analyst
A Midwestern health plan was in need of an expert who could help them better understand and overhaul overhead costs by business line. The Jacobson Group quickly supplied an experienced consultant who delivered exceptional results.
Modeling Business Analyst
A highly-regarded mutual life insurer needed a modeling business analyst to help build a tool to accelerate the actuarial modeling process. Jacobson provided an accomplished consultant with deep industry experience to manage the tool's creation.
Financial Analysis Expert
This state nonprofit healthcare organization was in critical need of a financial analysis expert to overhaul their budget process.
Medicare Sales Open Enrollment
During a busy Medicare open-enrollment period, our client was in need of additional staff members to handle the influx of request for information calls. Jacobson quickly supplied consultants with the skill set and experience to fulfill the client’s immediate needs.
Large Group Underwriter
This health plan was in need of an experienced group underwriter to manage a major systems upgrade project. The Jacobson Group quickly identified an organized, resourceful manager with nearly 30 years of leadership experience in group insurance environments to fulfill the client's needs.




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




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