2023 Board Member Candidate
Jackie Lee, FSA 2009, MAAA 2007
Lewis & Ellis, Inc.
Vice President & Principal
Plano, TX
Introduction
My name is Jackie Lee, and I am running for the SOA Board. I am looking forward to pushing the next generation of actuaries forward as we address the challenges that await us, such as artificial intelligence and ensuring that our professionals are equipped to help our companies and clients.
Brief Description of Current Work
Health consulting actuary, focusing on pricing ACA and Medicare Advantage and assisting other health entities with risk assessment.
Primary Area(s) of Practice
Health
Bio
Jackie Lee, FSA, MAAA is a Vice President and Principal with Lewis & Ellis, Inc. in Dallas, TX. She joined L&E in June 2008. Since the beginning of Jackie's actuarial career in 2004, she focused on the individual and group health insurance markets. She assists insurance clients, state insurance departments, and CMS in reviewing policy forms and pricing/rate setting for individual and group products for with various types of health plan types, including but not limited to major medical plans (ACA plans), indemnity plans, Medicare Advantage and Part D plans, Medicaid, and pharmacy plans. Jackie frequently communicates with state insurance departments and their actuaries regarding rate and policy form filings. Additionally, Jackie opines on reserves for several health plans and assists these plans in setting IBNR and other reserves.
She served on the SOA’s Health Section Council from 2016-2020, ending at the Chair of the HSC from 2019-2020. She is the Co-Host of the SOA Health Section Podcasts and a frequent speaker. She is currently serving as the Chair on the Professional Development Committee helping to shape future in-person and virtual events for the SOA.
In her spare time, she enjoys vacationing and everyday life with her husband and 3 children, Taryn, Parker, & Tucker.