The Jacobson Group review: services, fees and terms
The Jacobson Group recruits only for insurance, from claims and underwriting staff to board members. It also supplies temps and interim experts to carriers, health plans, brokerages and TPAs.
Every fee is quoted. Temp staff come with no minimum length or head count.
- Best for
- Carriers, health plans and larger brokerages hiring leaders, specialists or temps
- Type
- Executive search, direct hire, interim experts and temp staffing
- Roles
- Account management, service, underwriting, claims, actuarial and senior leaders
- Lines
- Life, health and P&C
- Fee
- Quote only
- Agency types
- Agencies, brokerages, carriers, health plans, reinsurers and TPAs
Our take
The Jacobson Group suits a carrier, health plan or large brokerage that hires across underwriting, claims, actuarial and leadership and sometimes needs temps or interim experts. It has recruited only for insurance since 1971.
Jacobson publishes no payment model for its searches, so every term comes in a quote. A small agency hiring one CSR will find firms here that are built for that.
Pros
- Recruiting only for insurance since 1971
- Executive search with its own research team
- Temps with no minimum length or head count
- Interim experts and part-time executives
- Background checks through Sterling
Cons
- All fees are quoted
- No published search payment model
- No published guarantee
- Reference checks only if you ask
Roles, lines and region
- Roles
- Account management, customer service, underwriting, claims, actuarial, sales and marketing, operations, IT, compliance and senior leadership
- Seniority
- Professional staff through board and C-suite
- Lines
- Life, health and P&C
- Agency types
- Agencies and brokerages, carriers, health plans, reinsurers, TPAs, insurtechs and benefit consultants
- Where
- Anywhere in the US. Temps and interim staff work remotely or on site
How they work
Executive search
Board, CEO and senior leadership searches run by a managing director with an engagement director, recruiters and researchers.
Direct hire
Permanent hires for roles that need insurance know-how. Candidates are sent to you as they are found.
Interim experts
Specialists and part-time executives for projects, system changes and gaps in leadership.
Temp staffing
One temp or many, remote or on site, with no minimum length or head count.
Fees and when you pay
- Search fees
- Quoted for each search
- Temp staffing
- Quoted per assignment
- Candidates
- Never asked to pay
Guarantee
Ask for the replacement guarantee in writing before you sign. Jacobson publishes no guarantee. Ask whether a hire who leaves early brings a free search or a partial refund.
Finding and screening candidates
- Where candidates come from
- Industry contacts, active and passive candidates and a database Jacobson says holds over 500,000 insurance professionals
- Interviews
- Screening for the role and culture fit. Executive candidates get in-depth interviews
- References
- Full checks on the final candidate, if you want them
- Background checks
- Through Sterling, a background screening company, with a drug test when the job calls for one
Exclusivity and privacy
- Conflicts
- Jacobson tells you about other client ties that could affect your search
- Candidate privacy
- Candidate details go to clients only with the candidate's consent
Temporary staffing and conversion
- Temp roles
- Single or volume temps, remote or on site, plus interim specialists and part-time executives
- Minimum
- No minimum length or head count
- Who pays the temp
- Jacobson pays wages and employer taxes
- Programs
- Works through managed service providers and vendor management systems, the outside firms and software some insurers use to run contract staff
Contract terms
- Interim project work
- Anything Jacobson's consultants create on your project belongs to you
From Jacobson's service and ethics pages, checked October 2026.
The Jacobson Group alternatives
- QuestproQuote onlyInterim executives plus agency CSR and producer searches
- The Jonus GroupQuote onlyFocused on agency producers, account managers and CSRs
- King's Insurance StaffingQuote onlySpecialty lines such as cyber, marine and aviation
- The Carlisle GroupQuote onlyReplacement guarantee on retained and engaged search
See every option in insurance recruiting firms.
Frequently asked questions
How much does The Jacobson Group charge?
Jacobson quotes every search and temp assignment. No fee schedule or payment model is published.
Is there a minimum for Jacobson temps?
No. Temp staffing has no minimum length or head count.
Does Jacobson run background checks?
Yes, through Sterling, with a drug test when the job needs one. Reference checks on the final candidate are optional.
Does Jacobson guarantee its placements?
Not on its site. Make the guarantee part of the quote.
Does Jacobson recruit for agencies?
Yes. Agencies and brokerages are among its clients, alongside carriers, health plans and TPAs.
How we researched this review. We based this review on the terms and product pages published by The Jacobson Group, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan The Jacobson Group quit selling or a contract term that reads different now, let us know and send the link to the page where The Jacobson Group has it. Somebody here pulls up that page and checks it before we change anything on ours.