Jackie Lee headshot (2021)

Jacqueline B. Lee, FSA, MAAA

Vice President & Principal
Dallas

jlee@lewisellis.com

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.

Professional

  • 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

Publications

Industry Publications

Monthly Newsletters Subscribe to the monthly newsletter

2021 November Edition2021 September Edition2021 July Edition2021 May Edition

2021 March Edition

2021 December Edition2021 October Edition2021 August Edition2021 June Edition

2021 April Edition

 Medicare Monthly Mambo: Subscribe here

Speaking Engagements

2021 Society of Actuaries:  Annual Health Meeting

  • “The Great Debate:  Individual & Small Group Markets”
  • “Actuarial Professionalism: Judge & Jury”

2021 Society of Actuaries:  Emerging Leaders Summit

  • Event Moderator for Summit’s Premier

2020 Society of Actuaries:  Annual Meeting

  • “Actuarial Professionalism: Judge & Jury”

2020 Society of Actuaries:  Health Meeting

  • “Actuarial Professionalism: Judge & Jury”
  • “Beyond the Bid: Monitoring Part D Financials from An In-House Actuary’s Perspective”

2020 Society of Actuaries:  Webinars

  • “Preparing Actuarial Memos in Support of Actuarial Opinions (Orange Blank)”
  • “Regulating Insurer Use of Genetic Information”
  • Health Section Council COVID-19 Townhall

2019 Society of Actuaries:  Valuation Actuary Symposium

  • “You have to Document that? Health Actuarial Opinion Reporting and Documentation”
  • “Ask the Regulator: Professionalism for Health Actuaries Through the Eyes of Regulators”

2019 Society of Actuaries:  Health Meeting

  • “Preparing Actuarial Memoranda in Support of the Health Annual Statement of Actuarial Opinion”
  • “Large Claims, Large Problems”

2017 Society of Actuaries:  Valuation Actuary Symposium

  • “Health Risks, Losses & Insolvencies, Oh My!”
  • “The Alphabet Soup of Risk Protection – ORSA & ERM”

2017 Society of Actuaries:  Webinar

  • “Walking the Tightrope”

2014 Society of Actuaries:  Health Meeting –

  • “ACA Health Reform”
  • “Professionalism in Actuarial Memoranda for ACA-related Filings”

2014 Conference of Consulting Actuaries:  Health Reform Meeting

  • “State Perspective on Rate Filing Reviews”

2014 Society of Actuaries:  Webinar

  • “Health Reform 101”

Media

Podcasts

Recent Podcasts

Jennifer Gillespie Interview Jennifer Gillespie, SOA President-Elect for the 2021-2022 term, discusses with Jackie Lee her background, goals, expected challenges, and that which excites her as she steps into her new role. Actuaries of all backgrounds will appreciate the advice provided, including overcoming being less knowledgeable on a topic, and how to be open to risk as an individual. International Healthcare with Traci Hughes Jackie Lee chats with Traci Hughes about her recent article in which five countries were selected to research further into their healthcare efficiencies. They discuss how those strategies may or may not be effective in the US, and how they may shift our focus toward health care efficiency, a goal of the Initiative 18|11 Project. Pharmaceutical Patents & Abuses Listen as Jackie Lee asks Tony Pistilli, FSA at Santa Barbara Actuaries about his article series on #pharmaceutical patents and abuses. He explains how the patent system works, the effects of historical reforms, potential modern-day abuses of the system and the path forward, and how actuaries can help. YPAC: Emerging Leaders Jackie and the SOA’s Young Professional Advisory Council (YPAC) Chairperson, Kristen Long, discuss the opportunities YPAC offers for the next generation of actuaries. Topics discussed include the recent Emerging Leaders Summit, networking, and YPAC’s goals. Learn how volunteering or becoming a member of YPAC can further your own actuarial career ambitions. SOA Health Section Council:  What’s Now & What’s Next Jackie Lee chats about the SOA Health Section Council (HSC) with its Vice Chair, Doug Norris, FSA at Milliman.  Together, they discuss how the HSC is relevant to your actuarial career beyond the Health Meeting, Listservs, podcasts and HealthWatch newsletter.  Topics discussed include efforts with continuing education, strategic initiatives, networking, and volunteering. Precision Medicine Perspectives Jackie Lee chats with Jonathan Gray and returning guest Kerri Miller about precision medicine.  Learn how manufacturers are beginning to get actuarial and health plan perspectives to enhance their budget-impact models, and how health plans can project new drug costs to enhance their pricing forecasts and negotiations with manufacturers. State Regulatory Impact on Prescription Drugs Join Jackie Lee for the ongoing Pharmacy Strategic Initiative series, led by Gregory Warren, FSA, who teams up in this podcast with Rebecca Owen, FSA, FCA, to discuss her article about the impacts states’ regulatory actions have on prescription drug benefits. Technology Innovation Jackie Lee discusses innovative technology in healthcare with Sudha Shenoy, including the forces driving change, Managed Care 3.0, leading technology, notable obstacles, and key roles of the public, providers, payers, and benefactors.

Articles by Jacqueline Lee

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