Lisa Urrutia

Senior Client Executive at The James B. Oswald Company

Lisa Urrutia is a highly experienced professional in employee benefits consulting, currently serving as a Senior Client Executive at Oswald Companies since 2017. In this role, Lisa provides strategic consulting and planning services aimed at minimizing risk for employers through comprehensive market analysis, data analytics, and wellness program integration. Previously, Lisa held positions including Client Executive at Heidelberg University and Client Manager for Commercial 100+ at Medical Mutual, where leadership and best practice implementation were emphasized. Additional roles include Manager of Business Services at Aetna, Senior Account Manager, and various teaching positions as an adjunct instructor. Lisa's educational background includes an MBA in Healthcare Management from The University of Findlay and multiple insurance licenses from the Ohio Department of Insurance, complemented by a Bachelor of Education in Community Health from The University of Toledo.

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