Bailey (Keables) Kavanagh Email & Phone Number

🌿 ᴇᴀᴛɪɴɢ ᴘʟᴀɴᴛs☀️ ʙᴇɪɴɢ ᴍɪɴᴅғᴜʟ♻️ ʟᴇss ᴡᴀsᴛᴇ & ᴄʜᴇᴍɪᴄᴀʟs🏃🏼‍♀️ ᴇxᴇʀᴄɪsᴇ & ɴᴜᴛʀɪᴛɪᴏɴ🌱 ᴠᴇɢᴀɴ ғᴀᴍɪʟʏ

Louisville, Kentucky Area

Personal Lines Insurance : General focus is on the mass clients who's needs are more complex than the average consumer. I understand their situation and prepare products to tailor their current insurance need such as primary and secondary homes, homes valued at $1MM and higher, and personal liability protection in excess of $10MM and above. Commercial Insurance: Target businesses who value relationship and integrity to become a partner in making their business even more successful by offering an insurance plan comprised of competitive rates and coverage just for them.

•Process endorsements•Remarket existing clients•Quote new clients•Initial contact for claims•Review renewals to ensure accurate information• File FR‐10/FR‐4 forms with DMV•Document all information into WorkSmart/ImageRight system.

Quote/Sell new insurance policies•Mangage existing accounts•Process endorsements•Provide evidence of insurance•File FR‐10/FR‐4 forms with DMV•Document all information into QQ Catalyst•Greet foot traffic in office•Receptionist.

Monetary transactions such as deposits, withdrawals, transfers, etc•Balance currency drawer for $20,000+•Sell new checking/savings accounts to clients•In place of head teller being unavailable, proceeded to take on Vault to distribute to other tellers within branch for $280,000+•Provide loan/interest percentages to clients•Service accounts when requested from clients•Open safety deposit boxes for clients and record visit date/time.