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, 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.
More recently, Jackie has assisted companies with pricing Medicare Advantage plans. As part of L&E’s MAPD practice, she oversees the development and maintenance of internal pricing models and market competitive tools.
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 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.
Fellow, Society of Actuaries
Member, American Academy of Actuaries
Member, AAA Premium Review Work Group, 2015 – Current
Member, SOA Professional Development Committee, 2020 – Current
Member, SOA Group Health Exam Curriculum Committee, 2020 – Current
Interviewer, SOA Health Section Council (HSC) Educational Podcast Series, 2019 - Current
2020 SOA Volunteer of the Year Award
2020 SOA Health Meeting, Outstanding Session Award: Actuarial Professionalism: Judge & Jury
2020 SOA Health Meeting Emcee
Vice-Chair, SOA HSC Strategic Initiatives Committee 2017 - 2020
Chair, SOA Health Section Council (HSC), 2019 – 2020
Vice-Chair, SOA Health Section Council (HSC), 2018 – 2019
Treasury Secretary, SOA Health Section Council (HSC), 2017 – 2018
SOA Case Studies Author for the Group and Health Core and Advanced Exams, 2015, 2018 - 2019
Member, SOA HSC Strategic Initiative, Commercial Healthcare: What’s Next?, 2017 – 2018
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