AN EXPERT TEAM OF AGENTS AND PARTNERS
Tim and Wendy Owen started out as direct competitors with Wendy in Orlando and Tim in Jacksonville, Florida. When Wendy won a deal over Tim, he wanted to know who had beaten him, and that’s how it all began. Now they’ve been married more than twenty years and have become an awesome Batman and Robin team leading an incredible group of professionals. Tim oversees marketing while Wendy oversees operations. Their goal is to organically grow an expert group practice personally mentored by experienced leaders.
As a past Fortune 500 executive, professional sales trainer, and certified underwriter, Tim ran an HMO in Jacksonville, Florida owned by two of the largest hospitals.
As a licensed underwriter, and professional negotiator Wendy is a revered leader in the insurance industry, and has been since 1988.
Working with O&A provides you with a team of experts. Each team member’s role is matched to their talents, guaranteeing their unique skills are used to their fullest potential.
Our team has a genuine curiosity and thirst to learn about our client’s company philosophy, mission, demographics, operations, industry, competition, etc. in order to align proper consultations with specific client concerns.
Brittney plays a pivotal role in client renewals by overseeing every step from beginning to end. She utilizes her expertise to analyze benefit design, financial strategy and plan utilization.
As Operations Manager, Jennifer provides oversight and leadership to our Client Relations team. Additionally, she provides Account Management support to our clients.
A HAND SELECTED TEAM
Certified underwriters, plan analysts, claim mitigators, health and wellness specialists, graphic designers, success directors and solution engineers make up our team of experts.
EMPLOYEE BENEFIT SPECIALIST
We move from the transactional approach of commoditizing benefits to a consultative approach, offering value in innovative, cost proven solutions. We have the consulting expertise and administrative resources to plan, design, execute, and deliver your health benefits strategy. Our professional prowess and influence with national carriers enable us to help you manage successful health care programs.
(TRAINING . EDUCATION . DEVELOPMENT)
All team members attend weekly staff meetings to expand their knowledge of new trends, industry changes, and successful strategies in the world of benefits. Our T.E.D. programs include training schedules, performance requirements, and knowledge tests administered by leading experts in the field. These standards differentiate our team members from our competitors.
Practice What We Preach
With our in-house gym, urban bikes, and dedicated wellness team, we strive to possess a healthy culture and lifestyle. Our goal is to expose ourselves to the same wellness challenges our clients experience.