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Insurance Consultant Case Studies

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AXIS Valuation Actuary
Our client sought an actuary to get them to a controlled production state using AXIS, including developing documentation and reporting functions. Jacobson delivered an actuary who was able to perform a variety of essential tasks.
MG-ALFA Annuity Pricing Actuary
This life insurance and annuity company was juggling several large pricing and reporting projects while also working to bring new permanent employees up to speed. Jacobson's actuarial consultant relieved our client's strained resources and conveyed valuable knowledge to new associates.
Small Group Product Manager
A health plan needed a small group product manager to handle annual product filings during a permanent employee's extended leave. They turned to Jacobson for assistance.
Appeals and Grievances Consultant
A health insurance company needed assistance with CMS compliance issues, appeals and grievances reporting, and more. Learn how Jacobson's compliance specialist was able to assist.
Claims Examiner
A life insurance company lacked employees with the proper knowledge to audit a number of individual disability income claims. Learn how Jacobson provided a claims professional with the experience to meet our client's needs.

 

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HIGHLIGHTED SUCCESSES

Customer Service Representative
Property and Casualty Insurance Organization

Medicare Enrollment Specialists (3)
Health Insurance Provider

Commercial Lines Customer Service Representative
Insurance Broker

Property Claims Desk Adjuster
Mutual Property and Casualty Insurer

Agency Claims Coordinator
Insurance Agency

Property Claims Adjuster
Specialty Insurer


 

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