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.
• 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.

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.
• 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.