Joyce Lee
About Joyce Lee
Joyce Lee is a Senior Client Manager specializing in Employee Benefits at The ABD Team in Walnut Creek, California. With a background in account management and a degree in Leadership and Organizational Studies from Saint Mary's College of California, she has over a decade of experience in the insurance and financial services industry.
Current Role at The ABD Team
Joyce Lee serves as a Senior Client Manager in Employee Benefits at The ABD Team, a position she has held since 2020. Based in Walnut Creek, California, she has accumulated four years of experience in this role, focusing on managing client relationships and delivering employee benefits solutions.
Previous Experience in Employee Benefits
Prior to her current role, Joyce Lee worked at Lockton Companies as an Account Manager from 2017 to 2020, where she managed client accounts in the San Francisco Bay Area. She also served as an Account Service Manager at Yerba Buena Financial Partners, LLC from 2011 to 2014, and as an Account Manager at Leavitt Group / Jenkins Insurance Services from 2014 to 2017, both of which contributed to her expertise in employee benefits.
Early Career Background
Joyce Lee began her career as an Associate Financial Representative at Northwestern Mutual from 2010 to 2011. This role provided her with foundational knowledge in financial services. Following this, she transitioned to account management roles, gaining experience in client service and relationship management.
Educational Background
Joyce Lee studied at Saint Mary's College of California, where she earned a Bachelor of Arts (B.A.) in Leadership and Organizational Studies. This educational background has equipped her with skills relevant to her roles in client management and employee benefits.
Current Role at ProCo Insurance Services
In addition to her position at The ABD Team, Joyce Lee has been working as a Senior Account Manager at ProCo Insurance Services since 2022. This role further enhances her experience in managing client accounts and delivering insurance solutions in Walnut Creek, California.