Lee Resume 201602
1
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
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Transcript of Lee Resume 201602
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
