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Insurance Consultant Case Studies

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Business Modeling Actuary
As part of their governance process, our client wanted to document the business requirements for developing and maintaining their actuarial models. They turned to Jacobson for assistance in finding a professional with modeling, accounting and regulatory knowledge.
Modeling Actuary
This large reinsurer was in need of a consultant who could rebuild actuarial models and complete detailed data and premium validations for each new model. They had generic models for many of the ceding companies, and they wanted to make those models company-specific.
Modeling Actuary
Our life insurance client acquired a large block of treaties that was modeled using generic models. The company required external expertise to rebuild the models to accurately represent the treaty specifics and requirements.
State Filings Analysts
This life insurance company needed assistance with state filings for three new voluntary products: hospital indemnity, critical illness and accident plans. The organization also required help with a number of additional filing projects.
Financial Reporting Expert
Our client, a mutual life insurance company, was having issues delivering timely and accurate reporting for their $6 billion life insurance subsidiary in Mexico. Without an internal expert in financial reporting, they turned to Jacobson for assistance with the project.

 

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HIGHLIGHTED SUCCESSES

Customer Service Representative
Financial Group

Claims Examiner
Multi-Line Insurance Organization

Workers' Compensation Clerk
Multi-Line Insurance Organization

Client Services Assistant
Global Advisory, Broking and Solutions

Property Claims Adjuster
Specialty Insurer


 

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