Lisa Owen

About Lisa Owen

I started my career with Northwestern Mutual in Tallahassee, Florida. I moved to Atlanta and gained valuable experience working under a General Agency umbrella with Moye Financial Associates. When one of the producers decided to leave Moye to start his own employee benefits firm, I embraced my entrepreneurial spirit and joined the team. While joining the previous company in its start-up phase, I was part of the instrumental phase in building the business through pivotal positions in account management, marketing and sales; was promoted to Vice President of Sales & Marketing; and became a Partner in 2003.Today, as the founding partner of Core Benefit Solutions, an employer with a combined experience of over 50 years in employee benefits, our team at CORE is now utilizing these talents in serving our current client portfolio. Our clients are not exclusive to, but include, industries such as non-profit agencies, service and technology companies, manufacturing, law firms and physician practices. Our business knowledge and industry expertise, paired with innovative ideas and commitment to client satisfaction, have earned a high regard of industry credibility.

Experience

1. Managing Partner

   Alera Group, Inc.

   Jul 2022 — Present

Education

• Florida State University - Herbert Wertheim College of Business

  Risk Management

Skills

• Customer Service
• Employee Benefits
• Disability Insurance
• Insurance
• 401k
• Small Business
• Life Insurance
• Entrepreneurship
• Benefits Administration
• Health Savings Accounts
• Workers Compensation
• Team Building
• Long-Term Care
• Health Insurance
• Brokers
• Underwriting
• Medicare
• Start-Ups
• Account Management