Savannah User

SU

Open to opportunities

Savannah User

@savannahuser4

I support insurance clients and operations through accurate documentation, CRM workflows, and licensed P&C sales.

What I'm looking for

I'm looking to apply my insurance licensing, client relations, document management, and CRM/AMS experience in a role supporting accurate service, compliant operations, and business development.

I'm an Insurance Broker and Executive Assistant at Welch Insurance, LLC, supporting client relations, data integration, document control, financial management software, and insurance sales and business development.

Previously at Texas Edge Insurance Agency and All Care Professional Home Health, I managed client and patient-facing administrative workflows, including referrals, clinical orders, compliance, privacy, document organization, and office productivity systems.

I'm a Texas-licensed General Lines Agent for Property and Casualty insurance, with hands-on experience in CRM, AMS, Excel, carrier portals, policy verification, and high-traffic customer service.

Experience

Work history, roles, and key accomplishments

WL

Current

Insurance Broker/Executive Assistant

Current

Welch Insurance, LLC

Jul 2026 - Present (2 months)

Handles client relations, data integration, and document control while supporting insurance sales and business development.

Client Relations Data Integration Document Control Document Management Financial Management Software Industry Core Insurance Sales Business Development Office Productivity

TL

Insurance Broker/Assistant

Texas Edge Insurance Agency, LLC

Dec 2025 - Jul 2026 (7 months)

Managed client relations, data integration, and document control while supporting insurance sales and business development.

Client Relations Data Integration Document Control Document Management Financial Management Software Industry Core Insurance Sales Business Development Office Productivity

AI

Administrative Assistant/Intake Coordinator

All Care Professional Home Health, INC

Aug 2022 - Sep 2025 (3 years 1 month)

Processed clinical orders, managed patient relations and referrals, and ensured compliance and privacy standards.

Medical Orders Processing Patient Relations Referral Operations Privacy And Compliance Document Management Healthcare Operations Healthcare Provider Relations Office Productivity System Administration

RI

Team Member

Racetrac INC

Jan 2022 - Aug 2022 (7 months)

Performed cash handling, customer service, and facility maintenance while ensuring compliance and inventory accuracy.

Cash Handling Customer Service Facility Maintenance Health and Safety Compliance Inventory Management Point Of Sale Operation Precision Technical Operations Retail Operations

CO

Part-time Manager

Claire's Outlet

Mar 2021 - Aug 2021 (5 months)

Managed cash handling, inventory, and customer service while ensuring health and safety compliance.

Cash Handling Inventory Management Client Consultation Customer Service Facility Maintenance Health and Safety Compliance Point Of Sale Operation Retail Operations Closeout Coordination Sanitization and Sterilization

WH

Cashier

Westlake Ace Hardware

Jun 2020 - Jun 2021 (1 year)

Provided customer service and managed point of sale operations, inventory, and facility maintenance.

Customer Service Point Of Sale Operation Inventory Management Facility Maintenance Regulatory Compliance Retail Operations Closeout Coordination

Education

Degrees, certifications, and relevant coursework

TD

Tarrant County College District

Associate of Arts, Liberal Arts

2021 - 2025

Activities and societies: Comprehensive English, Speech

Earned an Associate of Arts degree, with notable coursework in comprehensive English and speech.

MS

Mansfield High School

High School Diploma, General Studies

2016 - 2020

Activities and societies: Photojournalism, Yearbook

Earned a High School Diploma from Mansfield High School, completing coursework in photojournalism and yearbook production.

Tech stack

Software and tools used professionally

Adobe Photoshop

Google Workspace

Google Sheets

Availability

Open to opportunities

Location

United States

Authorized to work in

Salary expectations

35k+ USD

Job categories

Insurance Broker Executive Assistant Administrative Assistant Intake Coordinator

Skills

Active Listening Customer Discovery Communication Skills Presentation Skills Customer Service Inventory Management Point Of Sale Operation Retail Operations Closeout Coordination Facility Maintenance Regulatory Compliance Cash Handling Client Consultation Aftercare Health and Safety Compliance Sanitization Sterilization Precision Technical Operations Aseptic Technique Sanitation Protocols Asset Management Archive Management Bookkeeping Automation Ledger Maintenance Client Coordination Carrier Portals Shift Reconciliation Content Creation Software Customer Relationship Management Data Accuracy Policy Verification Electronic Document Management Systems Digital Invoicing Expense Tracking Equipment Calibration Machine Safety Financial Management Software HIPAA compliance Patient Confidentiality Technical Troubleshooting Diagnostics Insurance Agency Management Systems Multi Carrier Quoting Camera Operation Composition Fabrication Microsoft Office Google Workspace Excel Google Sheets Personal Insurance Sales Commercial Insurance Sales Precision Instrumentation Journalism and Writing AP Style Quality Assurance Testing Referral Processing Doctors’ Order Processing Sourcing Interviewing Storytelling Medical Orders Processing Compliance Privacy Document Management Healthcare Operations Healthcare Provider Relations Patient Relations Referral Operations System Administration Client Relations Data Integration Document Control Insurance Sales Business Development Photoshop Photography Photo Editor Digital Literacy Creative Writing Persuasive Writing

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