Jeff Small, Flmi, Alhc, Acs Email & Phone Number

Claim system research, analysis, and design. With an eye towards meeting current and future market demand balanced with customer expectations, I proudly serve as the Product Strategist for our modern Claim system. I shape and prioritize the roadmap and solution for Absence & Disability, Life, Accident, Critical Illness, Hospital Indemnity, and other claim types across Individual, Group, & Worksite products and how they interact in claims.

Aetna & Lincoln Financial

Consulting at Aetna and FTE at Lincoln. Lead Business Systems Analyst and Life Claim Consultant specializing in Unclaimed Property & Death Master File analysis & solution design, Product Management, Account Management, Vendor Management, Workflow design, ERISA, Claims Consulting, Auditing, Claim Technology, Compliance, Best Practices, Policy Interpretation, Marketing, Project Management, resource management, requirement gathering/writing, & solution design of insurance and financial services… Show more Consulting at Aetna and FTE at Lincoln. Lead Business Systems Analyst and Life Claim Consultant specializing in Unclaimed Property & Death Master File analysis & solution design, Product Management, Account Management, Vendor Management, Workflow design, ERISA, Claims Consulting, Auditing, Claim Technology, Compliance, Best Practices, Policy Interpretation, Marketing, Project Management, resource management, requirement gathering/writing, & solution design of insurance and financial services technology focusing on Life, Waiver, Disability, & AD&D. Show less

Subject Matter Expert and Product Marketing Manager for Life, STD, LTD, Individual, AD&D, FML, & Premium Waiver claims. End to end claim system design. Creation & publication of thought leadership, marketing, & sales collateral including website design. On-site client requirements gathering, clarification, & training. Sales support. Vendor Relations & Account Management.

Managing/coaching/training/leading a team of professionals overseeing administrative appeals of STD, LTD, Waiver, Life, & AD&D claims. Close collaboration with Compliance, Legal, Underwriting, & Media Relations. Influencing across departmental lines, Account Management skills and detailed knowledge of reinsurance & TPA agreements. SME consulting through the litigation process including depositions, mediations, & trials.

From directly handling disability claims (including depositions & trials) to Consulting & Management of staff.