Responsibilities
Marina Lerner serves as the account lead for midsize employer groups, overseeing day-to-day service, renewal strategy, and client relationship management, while also supporting the financial and pricing strategy for large, complex accounts. With 25 years of experience, Marina works closely with clients to evaluate and implement innovative, cost-saving health and welfare solutions that optimize program performance while balancing risk tolerance and business objectives.
Background
Marina’s core strengths as an employee benefits consultant include financial analysis and contract negotiation, supported by deep experience across medical, prescription, dental, vision, life, and disability programs. She previously worked at CME Benefits Consulting prior to its merger with Conner Strong & Buckelew, where she managed a diverse portfolio of employer groups and refined her consultative and client-management skills. Earlier in her career, Marina was part of the underwriting department at Independence Blue Cross (IBX), where she gained substantial underwriting and pricing experience. This background enables her to effectively navigate carrier perspectives and advocate for clients with a well-rounded, strategic approach.
Education
Temple University – Bachelor of Science in Finance
The Pennsylvania State University – Coursework toward Bachelor’s Degree
Professional Designations
Registered Employee Benefits Consultant (REBC)