Katrisha Wallace

Lead Customer Account Manager at iPipeline

Katrisha Wallace has a diverse work experience spanning multiple industries. Katrisha began their career in 1997 at Discover Financial Services, where they worked as a Customer Service Support representative until 2001. Katrisha then took on the role of Quality Listener and later became a Coach for the Customer Services & Dispute Department. In 2004, they moved on to Crump Life Insurance Services, initially working as a Disability Insurance Case Manager before transitioning to the role of Long Term Care Case Manager. At Crump Life Insurance Services, their responsibilities included serving as a liaison between insurance agents and carriers, managing applications and underwriting requirements, and ensuring policy delivery. In 2009, they briefly worked as a Long Term Care Senior Case Manager at the same company. Since 2011, Katrisha has been with iPipeline, initially working as a Help Desk Analyst, then progressing to the role of Customer Account Manager, and currently serving as Lead Customer Account Manager. Katrisha'swork at iPipeline involves responding to customer inquiries, providing software training, troubleshooting, and resolving issues.

Katrisha Wallace attended Salt Lake Community College from 1997 to 1998, where they studied Early Childhood Education and Teaching. Katrisha also graduated from Kearns High School. In terms of certifications, they obtained a certification in Mindfulness from LinkedIn in 2020, and certifications in Public Speaking Foundations and Creating and Giving Business Presentations from LinkedIn in 2018. Additionally, Katrisha has a certification in LOMA ACS 101- Customer Service for Insurance Professionals.

Location

Salt Lake City, United States

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iPipeline

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iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SaaS solutions, they accelerate and simplify insurance sales, compliance, operations, and support.


Employees

501-1,000

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