Lewis & Ellis, Inc. Actuaries & Consultants

JACQUELINE LEE, F.S.A., M.A.A.A. Vice President & Principal

Prior Positions

2005-2008: HealthMarkets-Mega Life & Health Insurance Company, Asst Actuary

2004-2005: CIGNA, Actuarial Analyst

Responsibilities and Experience

Review of rate filings for state departments, including Exchange and post-ACA filings

Familiar with the federal reporting templates, such as the Unified Rate Review Template (URRT)

Filing of products/rates and correspondence with state departments of insurance

Review of Medicaid rates on behalf of Managed Care Organization

Projection for newly forming insurance companies, including anticipated revenues, expenses, and enrollment

Development of rate review manuals and processes for state departments of insurance

Expertise in providing guidance to establish laws, regulations, statutes, or bulletins to comply with the ACA

Development, pricing, and revision of rates for Accident & Health individual and group products

Medicare Advantage and Part D (MAPD) Pricing and review of MAPD plans in conjunction with CMS

Actuarial assistance to state insurance departments for tasks outside of rate review, including market competitive

analysis, etc.

Accident & Health claim and contract reserves for major medical and Medicaid lines of business

Financial reporting: GAAP, statutory, tax and management information

Child Welfare rate setting

Annual auditing of insurance company statutory and GAAP financial statements and certification of small

employer A & H requirements

Financial projections and forecasting

Education

Texas Lutheran University, B.S. in Mathematics and Economics

Professional

Fellow, Society of Actuaries

Member, American Academy of Actuaries

Speaking Engagements

Society of Actuaries – October 2015: Annual Meeting - “Best Practices with ASOP 23 & 41” Society of Actuaries – June 2014: Annual Health Meeting - “ACA Health Reform” & “Professionalism in Actuarial

Memoranda for ACA-related Filings” Conference of Consulting Actuaries – March 2014 - Health Reform Meeting - “State Perspective on Rate Filing

Reviews”

Society of Actuaries – January 2014 - “Health Reform 101” Webinar

Publications

L&E News

“Experts urge Obama Administration to warn on increased ACA fine” – October 2015

“Low-Income workers shying away from health insurance” – October 2015

“Many Americans costing themselves money with health insurance missteps” – August 2015

“Will merging health insurance companies impact consumers?” – July 2015

“What will States do if health insurance subsidies are struck down” – March 2015

“Many States’ rising health insurance costs concerning to workers” – January 2015