Summary
Overview
Work History
Education
Skills
Timeline
Generic

Neia Bailey

Harrisburg

Summary

Accomplished Financial Risk Assessment Strategist with proven expertise in client relations, team management, and effective communication. Skilled in coaching and providing strategic leadership to gather customer requirements and deliver satisfactory solutions while meeting service level objectives. Strong interpersonal communication and time management abilities facilitate collaboration across diverse teams to achieve organizational goals.

Overview

10
10
years of professional experience

Work History

CS Title Support/Loan Issuer (backup)

PSECU
Harrisburg
01.2024 - Current

Reviewed and corrected credit reports, ensuring accuracy and compliance.

Perfected lien information on vehicle titles by sending title notices and processing state forms.

Collaborated with third-party loan and title servicing companies to streamline title management.

Processed title corrections and changes while interacting with dealers and external agencies.

Released PSECU’s interest on vehicles upon satisfaction, handling related out-of-state lien release documents.

Member Specialist – Mobile Events & Activities

AAA Central Penn
Harrisburg
06.2023 - 01.2024
  • Member Specialist – Mobile Events & Activities is to interact with members and future members via the AAA Central Penn Mobile Unit by traveling to events, residences, and businesses within our nine-county servicing area. Assisted with inquiries, service requests, and sales-related transactions using multiple communication channels and appropriately promoting all AAA products and services, providing a personalized and engaged client experience every time.

Insurance Sales Agent-Hybrid Work

AAA Central Penn
Harrisburg
06.2022 - 06.2023
  • Maintained valid Pennsylvania Property & Casualty Agent's License to ensure compliance.
  • Achieved sales goals established by insurance management through strategic prospecting.
  • Executed effective sales prospecting via telephone, email, and in-person interactions.
  • Conducted exposure and needs analyses to deliver tailored advice and recommendations.
  • Demonstrated proficiency in quoting, sales processes, and system utilization.
  • Communicated information clearly and professionally to enhance client relationships.
  • Protected confidentiality of departmental records and sensitive client information.
  • Upsold AAA products and referral sales across all business lines, increasing revenue.

Marketing Sales Associate

ALLSTATE
Harrisburg
08.2021 - 05.2022
  • Built rapport with customers and gave accurate [Product or Service] guidance.
  • Created and managed affiliate partnerships to continue driving sales.
  • Investigated market conditions to identify priority needs and seek out growth opportunities.
  • Helped develop profitable go-to-market strategies and related pricing and packaging specifications.
  • Collaborated with marketing and sales teams to expand brand awareness.
  • Developed positive relationships with new and existing customers, leading to increased sales opportunities.
  • Handled customer inquiries promptly and efficiently, serving as point-of-contact between teams and departments for consistency.
  • Consolidated and prepared monthly sales reports for each department to track performance versus budget.
  • Managed sample product distribution and customer incentive programs to increase sales.

Insurance Agent

ALLSTATE
Harrisburg
08.2019 - 08.2020
  • Achieve sales goals through generating new business and cross-selling existing customers
  • Identify and qualify sales leads generated from a variety of sources
  • Help protect customers by offering Allstate products that will meet their needs
  • Serve your local community by helping them prepare for life's uncertainties
  • Educate prospective customers on how to protect their families and assets
  • Provide a positive customer experience
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.

Insurance Agent

State Farm
Harrisburg
08.2018 - 08.2019
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.

SE Regional Marketer

Ritter Insurance Marketing
Atlanta
06.2016 - 10.2017
  • Initiation and developed long term relationships with individual agents and agencies to contract and sell Medicare business.
  • Marketing insurance products and services offered by Ritter to agents and agencies within assigned territory.
  • Provide knowledgeable support to agents and agencies via phone, email, and live chat regarding their Medicare business.
  • Regional travel to build business relationships throughout the area.
  • Made targeted outbound calls to agent and agencies interested in offering insurance products for a specific carrier.
  • Continued agent outreach, focused on increasing current agent engagement and production in their primary carrier.
  • Utilized customer events and sales promotions to integrate new locations into target markets.
  • Tracked communications strategies, advertising campaigns and marketing approaches to measure successes and failures.

Education

Associate of Arts - Business Marketing

Harrisburg Area Community College
Harrisburg, PA

Skills

  • Time management
  • Critical thinking
  • Verbal and written communication
  • Client retention
  • Relationship building
  • HIPAA compliance
  • Insurance policy sales
  • Customer engagement
  • Call center service
  • Policy renewals
  • Data entry
  • Client consultations
  • Team training and development
  • Sales strategy for insurance
  • Property and casualty sales
  • Life insurance sales
  • Account review and management
  • Complaint resolution
  • Policy management expertise
  • Billing inquiries handling
  • Health insurance sales
  • Marketing strategy development
  • Records maintenance and organization
  • Customer referrals generation
  • Medicare compliance adherence
  • Upselling and cross-selling techniques
  • Sales reporting and analysis
  • Email marketing campaigns

Timeline

CS Title Support/Loan Issuer (backup)

PSECU
01.2024 - Current

Member Specialist – Mobile Events & Activities

AAA Central Penn
06.2023 - 01.2024

Insurance Sales Agent-Hybrid Work

AAA Central Penn
06.2022 - 06.2023

Marketing Sales Associate

ALLSTATE
08.2021 - 05.2022

Insurance Agent

ALLSTATE
08.2019 - 08.2020

Insurance Agent

State Farm
08.2018 - 08.2019

SE Regional Marketer

Ritter Insurance Marketing
06.2016 - 10.2017

Associate of Arts - Business Marketing

Harrisburg Area Community College
Neia Bailey