Cassandra De Paola
Cooper City
Summary
Seasoned insurance professional with 8 years of experience across Accounts Receivable and Claims department within Wholesale Insurance Industry. Maintaining databases using systems such as ImageRight and AIM. This dual-department experience provides a comprehensive understanding of insurance operations, blending strong financial expertise with in-depth claims processing knowledge.
Overview
8
8
years of professional experience
Work History
Claims Assistant
Bass Underwriters
Plantation
03.2020 - 11.2025
- Coordinated documentation and information between clients and claim adjusters, submitted claims to carriers, .
- Updated claim acknowledgements, payments, closures, and any documentation that came in for claims.
- Ensured compliance with all internal procedures and regulatory requirements throughout the claim’s lifecycle
- Maintained organized records of all claims and related correspondence.
- Investigated and resolved discrepancies in claims data entries.
- Prepare and analyze loss history. experience modifications, claim reports.
- Followed up on all status requests for agents.
- Provided customer service support to agents and carriers over the phone or via email.
- Notable project: Claims Department Procedures Manual Development, authored, and implemented a comprehensive, end-to-end procedures manual for the Claims Department to standardize workflows and ensure compliance with regulatory requirements.
Accounts Receivable Specialist
Bass Underwriters
Plantation
10.2017 - 02.2021
- Managed the end-to-end collections cycle, from initial contact to payment reconciliation. Conducted proactive outbound calls to collect payments and address account inquiries.
- Processed incoming payments and accurately reconciled them to customer accounts.
- Reviewed aging reports to prioritize collection efforts, resulting in improved follow-up efficiency.
- Built relationships with insurance agents to ensure timely payments.
- Resolved discrepancies in accounts through effective communication with clients.
- Monitored unapplied cash balances, identifying potential write-offs and minimizing bad debt expense accruals.
- Generated and distributed invoices to clients and insurance agents.
- Trained new staff on accounts receivable procedures and software usage.
- Notable project: Accounts Receivable Collections Initiative from March 2020 -February 2021 I Led a targeted initiative to analyze aging accounts receivable data and prioritize high-value pending payments. This involved systematic data collection and strategic, proactive outreach to insurance agents to accelerate payment collections.
Education
Liberal Arts -
Broward College
Davie, FL 08.2007 - 01/2009
Skills
- Attention to detail
- Conflict resolution
- Microsoft office
- Issue resolution
- Computer skills
- Training and mentoring
- Collaboration and teamwork
Timeline
Claims Assistant
Bass Underwriters
03.2020 - 11.2025
Accounts Receivable Specialist
Bass Underwriters
10.2017 - 02.2021
Liberal Arts -
Broward College
08.2007 - 01/2009