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The Jacobson Journal: An Insurance Talent Blog

Brad Whatley

Recent Posts

Developing Leaders for Tomorrow’s Actuarial Teams

Posted by Brad Whatley on Nov 8, 2021 10:02:08 AM

One of the pressing topics within the actuarial community is how to grow and develop good actuaries into great managers. The actuarial profession is built upon solid technical skills and ongoing development. An analytical mindset and the ability to comprehend complex data sets and numbers create a firm foundation for any young actuary. However, as individuals step into management roles, they must augment this knowledge with leadership skills to be truly successful.

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Topics: Talent, leadership

Business Continuity in Times of Uncertainty

Posted by Brad Whatley on Mar 12, 2020 10:08:00 AM

The coronavirus is top-of-mind across the globe and the insurance community is starting to feel the effects, from heightened health awareness to travel restrictions and self-imposed quarantines. When we at The Jacobson Group were preparing for the potential impact of this strain of the coronavirus (COVID-19) on our employees, company and clients, we realized our perspective as a talent-focused organization might prove beneficial for others as they establish their own plans. While we’re fervently hoping the coronavirus weakens, we have highlighted four essential considerations to support ongoing employee wellness and business continuity.

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Topics: Insurance

Humanizing Accounting and Finance Modernization

Posted by Brad Whatley on Aug 20, 2019 10:40:33 AM

As the insurance industry adopts new technologies and undergoes modernization efforts, accounting and finance departments have much to gain. Automation is allowing for reduced processing times, increased efficiency and higher service levels. More redundant tasks within bookkeeping and data entry are being taken over by artificial intelligence, and machine learning is identifying patterns and streamlining customer interactions.

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Topics: Technology, Retention, Automation