Lisa Kallhoff
Customer Success Director | Strategic Revenue Leader | Client Retention & Relationship Executive | Healthcare | Financial Services | Utilities
- Role
- Annuity New Business at Pacific Life
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Lisa Kallhoff
I\'m a Strategic Account Manager and Client Relationship Executive with 35+ years of…
Experience
Annuity New Business
Jun 2025 — Present
Lead a team focused on annuity new business processing and case management.• Ensured adherence to regulatory requirements during the onboarding of new annuity contracts.• Partner with Operations, Compliance, and key stakeholders to streamline workflows and enhance the customer experience.• Drove process improvement initiatives that reduced turnaround times and boosted operational efficiency.• Contributed to product roadmap planning by writing and prioritizing user stories aligned with business goals.
Education
University of Nebraska at Omaha
Business Administration
1988 — 1990
Skills
- Telecommunications
- Team Management
- Process Improvement
- Requirements Analysis
- Ivr
- Call Centers
- Business Analysis
- Project Management
- Vendor Management
- Product Management
- Saas
- Cross-Functional Team Leadership
- Integration
- Account Management
- Call Center
- Crm
- Sdlc
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