Lana Orme
Colorado Springs
Summary
30 years of experience in the insurance industry, demonstrating expertise in customer service and relationship building. Successfully renovated a historical home, showcasing strong project management and maintenance skills. Seeking a long-term position in Eureka, Montana, focused on providing exceptional service in a community-oriented environment. Committed to fostering positive relationships and contributing to local growth.
Overview
30
30
years of professional experience
Work History
Insurance Professional Sales and Service Senior
USAA
Colorado Springs
08.2011 - Current
- Motivated employee development through mentoring and coaching during homeowners and auto training.
- Balanced multiple overlapping projects to ensure timely completion and alignment with team goals.
- Managed onboarding for new hires while preparing them for auto and homeowners assignments.
- Collaborated with directors and managers to ensure successful IP compliance and technical skill enhancement.
- Served as a senior mentor in auto and homeowners upskill training, identifying knowledge gaps among new employees.
- Engaged audiences effectively during training sessions via Zoom and live environments.
- Collected and analyzed data to encourage team goal achievement and identify compliance risks.
- Facilitated partnerships between trainers, managers, and new employees to enhance training effectiveness.
Relationship Advisor NMS
USAA
01.1996 - 08.2011
- Handled escalated calls in absence of management, resolving customer issues and delegating tasks to ensure timely resolutions.
- Developed and delivered training materials that improved staff capabilities and knowledge retention.
- Created and implemented detailed documentation to support organizational processes.
- Provided exceptional customer service to internal and external clients, fostering positive relationships and satisfaction.
Education
BBA - Business Management
University of Phoenix
01.2009
Manager Candidate School -
01.2007
Associates - Personal Insurance
01.2002
P&C Insurance License -
01.1998
Skills
- Attention to detail
- Organizational skills
- Professional communication
- Independent work
- Multi-tasking
- Deadline management
Timeline
Insurance Professional Sales and Service Senior
USAA
08.2011 - Current
Relationship Advisor NMS
USAA
01.1996 - 08.2011
BBA - Business Management
University of Phoenix