Jim Jackson Email & Phone Number

Oklahoma City, Oklahoma Area

• Conducted monthly Product Development meetings which included setting/distribution of the agenda, recording/distribution of the meeting minutes/assignments to members of the Product Development Team.• Conducted weekly meetings for re-pricing of Life Division Universal Life Products and utilized an Excel timeline for timely delivery/completion of tasks.• Collaborate with Actuarial, Compliance, Strategic Quality Assurance, Marketing/Sales, New Business, Operations, Consultants and Life Division Management on product development to include maintenance, pricing, re-pricing and new product development.• Assisted the Legal Department in creation and execution of Privacy Non-Disclosure Agreement for third party venture partners.• Assisted in the review of vendor and internal candidates for electronic enrollment including LYNKOS, iPipeline, Electronic Data Systems and Product Only.• Highly proficient at setting priorities and communicating to ensure deadlines are met.• Excellent written and verbal communication skills in serving our Customers and Colleagues.• Demonstrate flexibility to meet the needs of the company.• Experienced in facilitating American Fidelity initiatives.• Ability to analyze documentation for accuracy.• Actively seeks opportunities to learn new skills.• Collaborate and maintain relationships with Managers and Team Leaders.• Interact with Corporate Support Divisions and Strategic Business Units.

Oklahoma City, Oklahoma Area

• On several business ventures coordinated amongst various operational areas the development, plan design and pricing of Life, Disability, Dental and Limited Medical products.• Created the contractual agreements (Consulting Agreement, Marketing Agreement, Administrative Agreement, Business Associate Agreement, Privacy Non-Disclosure Agreement and Reinsurance Treaty) with third party venture partners.• Performed and reported findings/action recommendations on due diligence and annual on-site audits.• Collaborated with actuarial consultants and Strategic Alliance Division Risk Manager on monthly reporting for tracking loss ratio and overall profitability and performance on dental business venture.

Oklahoma City, Oklahoma Area

• Responsible for contracting with third party ventures for the following Associate Worksite Division Products/Services: Disability, Medical GAP and Consolidated Billing.• Performed due diligence and annual on-site audits.

Oklahoma City, Oklahoma Area

• Supervised five direct reports on day-to-day job functions, and a full span of control of 50 Colleagues.• Developed and created annual budgets and reported budget variances.• Reviewed medical investigations, underwriting, surveillance, over-limit claims and denials on individual Major Medical, Cancer, Disability (short-term /long-term), GAP, and Latin Life.• Responsible for pre-litigation (weekly meetings with American Fidelity Assurance legal department), litigation (depositions and case preparation).• Assisted with development of new products and revisions of existing products.