Jocelyn Jiang, ASA, MAAA

Vice President & Senior Consulting Actuary
The Woodlands

jocelyn.jiang@lewisellis.com

Freeing you from manual work is the first step. Freeing you to solve more is the goal.

I help firms replace manual data work with a lean, automated, client-owned data workflow and database so teams can analyze, decide, and move faster.

Distinguished Experience

Jocelyn is a credentialed health actuary and data practitioner with 15 years in employee benefits, self-funded plan analytics, and healthcare data warehousing. She currently focuses on building automated data processing frameworks that clients fully own, including the IP, business logic, and environment. The result is audit-ready pipelines, faster cycles, and no dependence on third-party data warehouses or lengthy data-sharing agreements. Rapid enablement for mid-market consulting firms, regional TPAs, and self-funded employers who need on-demand analytical services.

Business Focus

• Automating current manual data processes, such as Excel reporting
• Standing up an internal data processing and warehouse framework tailored to your logic
• Delivering cleansed, query-able data with client control over definitions, refresh cadence, and reporting
• Client’s book-of-business insights, internal benchmarking, and performance tracking without additional investment

Track Record

• Directed a cross-functional team to launch a SaaS analytics platform used by 1,000+ employers, converting complex claims feeds into actionable dashboards that influenced more than 1 billion dollars in benefits decisions.
• Served as executive sponsor for Fortune-500 and mid-market accounts, delivering ROI analyses, benefit design modeling, and comprehensive plan reviews that informed renewal and strategy decisions.
• Built product features that merge price-transparency data with client utilization to support network selection and contract negotiations.

Selected Work

• Converted unstructured benefit design documents from Word and PDFs into a clean, queryable database for a major health plan insurer, enabling systemwide benchmarking and rapid analytics for clients and prospects.
• Automated a consulting firm’s manual Excel reporting process into automated internal data workflow with warehousing capabilities and Power BI dashboards.

Who I Work With

Mid-market consulting firms, regional TPAs, and employers seeking on-demand analytics, primarily in self-funded benefits markets across the U.S.

Quick Wins in 30 to 60 Days

• Remove manual data maneuvering so you can spend time advising, not copy-pasting
• Stand up an environment that you own with continuous claims history that is easy to query and ready for reporting

Leadership and Collaboration

Leads teams of healthcare data analytics experts, partnering closely with data engineering and software teams to design, deliver, and iterate on analytics products.

Speaking & Media

• Podcast: Using Data to Optimize Costs in Healthcare with Travis Dalton and Jocelyn Jiang
• Podcast: Navigating the Future of Workplace Health and Benefits with AI

Education

• University of Texas at Austin, Bachelor of Science, Mathematics, Actuarial Science
• MIT Sloan School of Management, Executive Program

Professional

• Associate of the Society of Actuaries (ASA)
• Member of the American Academy of Actuaries (MAAA)

Licensure

• General Lines Agent, Life, Accident, Health and HMO

Contact

Email: jocelyn.jiang@lewisellis.com
Contact to discuss: https://calendly.com/jocelyn-jiang/new-meeting