Jennifer Lyon RHU, CEBS

Jennifer Lyon is an underwriting advisor II at M3 Insurance. She specializes in employee benefits, supporting the agency’s efforts to secure new business and strengthen existing client relationships. Lyon’s work includes reviewing health plan costs and performance for renewals, developing and maintaining health plan performance reports, and annual funding forecasts.

Outside of the office, she loves traveling to destinations like Spain and Japan, and plans to cruise to Antarctica. She also enjoys spending time with her husband and three cats, doing water activities, and working on landscaping and home improvement projects.

• Earned a master’s degree in business administration from Columbia College
• Earned a bachelor’s degree in business management from University of Phoenix
• Developed skills in sales and service roles while managing client benefits reviews and renewals
• Gained experience in analyst roles for a national firm in Seattle, WA
  • Managed the RFP process, prepared marketing/renewal reports, led coverage submissions/implementations/ongoing enrollment strategies, and completed annual 5500 filings
  • Specialized in financial reporting, budget projections, IBNR calculations, data analytics, ad hoc analyses, and carrier negotiations
• Joined M3 in 2024