Temporary Solutions > Subject Matter Expert

Business Insurance Consultants

The Jacobson Group provides access to insurance subject matter experts with the functional expertise necessary to meet interim, project-based and consulting needs. Our network of talented experts are a proven alternative to traditional insurance consulting firms.




Areas of Expertise in Insurance Consulting

With more than four decades of insurance industry experience and relationships at work, we deliver subject matter expertise on demand as a timely and cost-effective solution to critical business situations, including growth, peak periods, customer responsiveness, attrition, response to legislation, systems conversions and special projects.

Whether commercial insurance consultants, health insurance consultants or life insurance consultants, our subject matter experts possess the hands-on industry experience and marketplace credibility necessary to immediately support critical project needs. Our insurance consultant expertise extends, but is not limited, to the following insurance functions:

Actuarial Consulting

Credentialed consulting actuaries with specific functional experience and product line knowledge

Care Management

Interim medical directors and nurses experienced in case management, utilization review and more


Insurance claims consultants with product line proficiency and operational management expertise


Insurance compliance consultants to ensure compliance amidst regulatory change and filings


Insurance accounting consultants and finance experts with Statutory, GAAP and SEC expertise


Proven product, business and market development specialists and competitive analysts

Network Development

Health insurance network development consultants to assist with provider expansion and outreach


Consultants with insurance-specific expertise in customer service, network development and more


Insurance IT consultants with business process, software and project management expertise


Insurance underwriting consultants with hands-on functional expertise and product line specialization

Alternative to Traditional Insurance Consulting Firms

Designed to meet interim and project-based needs requiring senior-level expertise, our subject matter experts solution delivers a high-quality, low-cost alternative to traditional insurance consulting firms. Our experts can be deployed quickly for immediate impact to your organization.

Our clients maintain control throughout their projects and everything developed by the professionally-matched Jacobson insurance consultant becomes the property of our clients. When appropriate, knowledge is transferred to existing staff to keep effective strategies in play long after each project's conclusion.

Subject Matter Experts: What to Expect

Thorough Insurance Talent Selection Process

Utilizing our industry expertise and extensive insurance expert network, Jacobson is able to quickly and effectively identify and qualify consultants who meet our client’s preferred consultant characteristics. We thoroughly screen and interview each potential consultant in terms of skill set, related work experience and past performance to determine technical, practical and motivational fit for the specific project. Since every assignment requires its own specific skill set and experience level for success, those who have worked for us in the past are re-evaluated for each assignment. Our clients come to us with specific business needs and goals; and we deliver the most qualified insurance consultant for the role.


Compliance Partner

We take great pride in our compliance processes. We are committed to staying on top of and addressing all new and continually changing local, state and federal laws, regulations, guidance and case laws that impact our service offerings in order to best protect our clients. Additionally, we continuously audit our own processes to ensure regulatory, as well as contractual, compliance.


Extensive & Reliable Insurance Consultant Network

Throughout the past 45 years, we have formed lasting relationships within the insurance community and built a bench of hundreds of senior-level insurance professionals, averaging 15 years of hands-on technical expertise. This allows us to quickly provide experienced consultants who are a fit for our client's specific situation and talent need. Eighty percent of our consultants have worked with us on multiple projects and are evaluated biannually on multiple criterion including client feedback, client goal attainment, team support and corporate values. Additionally, Jacobson's staff boasts a 97 percent retention rate, the highest in the industry.


Subject Matter Experts




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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