Manual Data Collection
Our client was in need of a small team to manage a 4,000 case data collection project. Jacobson provided four experienced underwriters who accurately completed the full collection.
Tableau Consultant
This life insurance and annuities provider had an urgent need to replace their regulatory monitoring system. None of their existing employees were available, so Jacobson provided a consultant with the Tableau software expertise to meet our client’s requirements.
Model Review Actuary
Our life insurance client was in need of an actuary to assist with increased modeling work. With an understaffed actuarial department, they turned to Jacobson to provide a qualified specialist.
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.
Investment and Statutory Accountants
The client had acquired another national insurance company and the merger required the transitioning of products and pricing. This created a substantial amount of accounting work. After placing ads on several job boards and their company website to no avail, the company turned to Jacobson for help filling these temporary roles.
Actuarial IT Project
Our client sought additional support for creating illustrations and annual policyholder statements. They required resources with strong Excel skills, an understanding of life insurance products and an actuarial background.
Provider Analytics Consultant
This client required an experienced consultant to perform a data review. Without an internal expert in data analytics, they turned to Jacobson for assistance with this project.
Model Testing Actuary
This life insurance and annuities organization required support for the design and testing processes of their new long-term care solutions. Jacobson provided a model testing actuary to guide our client throughout this project.
Model Conversion Actuary
This global reinsurance company was understaffed and not prepared to execute an upcoming conversion project. Jacobson identified an expert model conversion actuary who was familiar with the involved products and the pre- and post-conversion software to ensure proper delivery.
Medicare Quality Consultant
With internal transitions occurring, this healthcare organization needed an expert who could quickly step in to maintain quality trilogy documents and update CMS Medicare documents, policies and procedures.
Medicare Pricing
Our client needed to establish various Medicare tools. Jacobson was able to respond quickly and surpass our client’s needs and expectations.