Subject Matter Experts > Case Studies

Insurance Consultant Case Studies


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. 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.




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