Bailee Gallagher
Spanish Fort
Summary
Relationship-focused professional with experience in client services, financial services, and operations support. Skilled at building trust, managing high-volume client interactions, and communicating solutions in fast-paced environments. Known for strong follow-through, organization, and creating positive client experiences that support long-term business growth.
Overview
10
10
years of professional experience
Work History
Financial Services Professional
New York Life
Mobile
07.2025 - Current
- Built relationships with individuals and families to identify financial protection needs and recommend tailored solutions
- Conducted client consultations and maintained ongoing communication through regular policy reviews and service updates
- Managed applications, documentation, and underwriting coordination, ensuring adherence to compliance standards
Independent Client Services Specialist
Salon Thirty One
Spanish Fort
07.2019 - Current
- Managed relationships with 50+ clients weekly, fostering satisfaction and loyalty in a fast-paced, service-driven environment
- Coordinated 100+ monthly appointments, ensuring high levels of organization and client satisfaction
- Supported business growth through consultative interactions and product education, leading to increased repeat business
Receptionist/Client Support
Farmers Insurance Group
Daphne
01.2018 - 01.2020
- Facilitated client communication and front-office operations in high-traffic insurance office
- Coordinated policy updates, addressed billing questions, managed scheduling, and provided administrative support
- Greeted clients and visitors warmly upon arrival at the office.
- Managed multi-line phone system to direct calls efficiently.
- Scheduled appointments for clients with insurance agents and adjusters.
Scheduling Coordinator
Iberville Insulation
Theodore
01.2016 - 01.2018
- Coordinated schedules and client communications, ensuring timely installations for multiple crews
- Managed project documentation and timelines, providing essential administrative support for project success
- Coordinated schedules for installation teams to optimize project timelines and resources.
- Managed communication between clients and crews to ensure clear expectations and logistics.
- Organized daily workflow for service requests, prioritizing urgent installations effectively.
Education
Associate of General Studies -
James H. Faulkner State Community College
Skills
- Financial Analysis
- Regulatory Compliance
- Portfolio Management
- Client Relationship Management
- Client Retention
- Customer Engagement
- Financial support
- Business support
- Organization
- Problem Solving
- Communication
Licenses And Education
- Life & Health Insurance License, Active
- Alabama Notary Public, 2025-2029
- Alabama Cosmetology License, Active
- Associate of General Studies, James H. Faulkner State Community College, 2017
Timeline
Financial Services Professional
New York Life
07.2025 - Current
Independent Client Services Specialist
Salon Thirty One
07.2019 - Current
Receptionist/Client Support
Farmers Insurance Group
01.2018 - 01.2020
Scheduling Coordinator
Iberville Insulation
01.2016 - 01.2018
Associate of General Studies -
James H. Faulkner State Community College