Terry Lee
About Terry Lee
Terry Lee is a Customer Experience Manager at Ladder Insurance, where he has worked since 2021. He has a strong background in customer success, quality assurance, and operations, and holds degrees from San Jose State University and De Anza College.
Work at Ladder Insurance
Terry Lee has been serving as the Customer Experience Manager at Ladder Insurance since 2021. In this role, he focuses on enhancing customer interactions and ensuring satisfaction. Prior to this position, he worked at Ladder Insurance in a customer experience capacity from 2017 to 2022, accumulating five years of experience in customer service. His responsibilities have included overseeing customer success initiatives and implementing quality assurance processes.
Education and Expertise
Terry Lee holds a Bachelor's degree in Corporate Financial Management from San Jose State University, where he studied from 2011 to 2014. Additionally, he earned an Associate's degree in Business Administration and Management from De Anza College, completing his studies from 2008 to 2011. His educational background supports his expertise in customer service and operations, particularly in the context of quality assurance.
Background in Operations and Quality Assurance
Before joining Ladder Insurance, Terry Lee worked at AcademixDirect, Inc. as an Operations and Quality Assurance Specialist from 2013 to 2017. His role involved ensuring operational efficiency and maintaining quality standards within the organization. This experience contributed to his extensive background in customer success and service, particularly in lead generation and the higher education sectors.
Licenses and Certifications
Terry Lee holds a life insurance license in multiple states, including California, New York, and Texas. This certification allows him to operate within the insurance industry, further enhancing his qualifications as a Customer Experience Manager. His commitment to professional development is evident in his pursuit of relevant licenses that align with his career in customer service.
Professional Philosophy
Terry Lee adheres to the 'Golden Rule' in his interactions with clients and consumers, emphasizing the importance of treating others with respect and consideration. This philosophy underpins his approach to customer experience management and reflects his dedication to fostering positive relationships in his professional endeavors.