Lewis & Ellis, LLC

JACQUELINE B. LEE, FSA, MAAA    Google Plus LinkedIn

Vice President & Principal


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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2021 Society of Actuaries:  Annual Health Meeting

2021 Society of Actuaries:  Emerging Leaders Summit

2020 Society of Actuaries:  Annual Meeting

2020 Society of Actuaries:  Health Meeting

2020 Society of Actuaries:  Webinars

2019 Society of Actuaries:  Valuation Actuary Symposium

2019 Society of Actuaries:  Health Meeting

2017 Society of Actuaries:  Valuation Actuary Symposium

2017 Society of Actuaries:  Webinar

2014 Society of Actuaries:  Health Meeting – 

2014 Conference of Consulting Actuaries:  Health Reform Meeting

2014 Society of Actuaries:  Webinar