Vice President, Case Management
jaclyn.guthmiller@boligroup.com
Jaclyn Guthmiller is the Vice President of Case Management for The BOLI Group. In this role, she specializes in the design and implementation of Bank Owned and Corporate Owned life insurance programs (BOLI and COLI). Jaclyn assists financial institutions through comprehensive pre-sale analysis; prepares financial models, generates regulatory OCC testing, and assists with board review. Using the most advanced analytic techniques in the marketplace, in combination with the most competitive products and processes, Jaclyn works with financial institutions to customize and implement plans to meet their overall objectives.
Jaclyn began her career in the advanced markets at Clark Consulting in 2001. Mrs. Guthmiller began in the Banking Practice division and transitioned to Clark’s Insurance Company practice where she managed accounts in the insurance market. Jaclyn joined The BOLI Group in 2007, advancing the role of Vice President – Case Management.
Jaclyn obtained her Bachelor’s degree in Business Management with Finance minor from the University of South Dakota. She continued her education at the University of South Dakota and earned her Master’s degree in Business Administration with an emphasis in Management Information Systems. She is a Registered Representative with FINRA (Financial Industry Regulatory Authority), holds her Series 6 and 63 securities licenses and is an insurance licensed representative.
Jaclyn resides in Volga, South Dakota with her husband and 2 sons. She is an active member of her community, having served as Chair on the American Cancer Society Relay for Life committee, Booster Club, and a member of Women Without Limits organization. In her personal time, Jaclyn enjoys traveling, golfing, and spending time with family.