- Being a great mother
- Camping
- I like working with my hands and fixing things
- DIY and Home Improvement
- Pool
Cassie Coleman
Fort Worth,TX
Summary
Dynamic roofing professional with nearly 10 years of comprehensive industry experience. Skilled in all aspects of roofing operations and production, including client relations, scope preparation, change orders, work orders, insurance coordination, mortgage processes, and depreciation management. Thrives in high-pressure environments, making decisions based on facts over feelings and holding teams accountable to achieve optimal results. Strong leadership and operational skills, adept at motivating teams, optimizing workflows, and maximizing profit margins. Proficient in office administration, production oversight, goal setting, training, and strategic planning to drive company growth and sustainability. Highly reliable, results-oriented, and committed to excellence.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Senior Estimator/Insurance Claims Specialist
Smooth Estimating, LLC
08.2020 - Current
- Managed and supplemented insurance claims for multiple roofing companies, ensuring maximum profitability while maintaining client satisfaction and trust.
- Acted as a primary point of contact for homeowners, providing updates on claim progress and ensuring fair, timely handling of all insurance matters.
- Maintained and updated multiple spreadsheets concurrently to track claims, project status, and performance metrics across various companies.
- Conducted one-on-one meetings with roofing company owners to review job progress, identify areas for operational improvement, and optimize workflow efficiency.
- Provided training sessions (for a fee) to sales consultants and company owners on insurance processes, advanced claim strategies, and interpretation of insurance documentation.
- Developed and implemented best practices for navigating complex insurance paperwork, improving claim approval rates and client satisfaction.
- Conducted detailed cost analysis to establish accurate project estimates and ensure financial viability.
- Facilitated collaboration with contractors to clarify project specifications and align on cost expectations.
- Developed standardized estimation templates to enhance efficiency and consistency across project bids.
- Reduced material waste on projects by optimizing resource allocation through precise estimating techniques.
- Identified areas for cost saving to help increase profitability and lower client costs.
- Gathered data on materials, labor and equipment costs to determine total costs of projects.
Estimator/Office Manager
BBL Exteriors, LLC
2020 - 2020
- Review job information—including photos, measurement data, and city codes—to create detailed and accurate construction estimates.
- Maintain and update records in the CRM system to track claims progress, client communication, and project status regarding the supplement.
- Provide training to roofing companies to enhance their understanding of insurance procedures and the claims process.
- Collaborate with insurance companies to ensure fair and accurate claim payments, maximizing claim amounts for clients.
- Communicate with homeowners to provide updates, answer questions, and ensure transparency throughout the claims process.
- Finalize job invoicing to guarantee timely and accurate payment disbursements.
- Apply analytical skills and industry knowledge to assess projects, support claims, and drive efficient resolution
- Serve as the primary point of contact for client issues, resolving concerns promptly and maintaining strong customer relationships.
- Manage and maintain the CRM system to ensure accurate client data, track communications, and monitor project progress.
- Develop and implement company processes and procedures to improve operational efficiency and consistency.
- Create contracts, work orders, and change orders for roofing projects to ensure proper documentation and compliance.
- Track incoming payments, outstanding balances, and ensure timely collection from clients.
- Monitor and process commission payouts for 1099 employees, ensuring accuracy and compliance with company policies.
- Support overall office operations, providing organization, structure, and strategic oversight to daily activities.
Senior Estimator
BME Exteriors, LLC
2019 - 2020
- Conducted thorough site visits prior to drafting estimates, ensuring accurate assessments of project requirements and potential challenges.
- Collaborated with project managers and contractors to establish realistic budgets and timelines.
- Participated in project kickoff meetings to align expectations and planning with consultants.
- Streamlined the estimation process for faster turnaround times by implementing advanced software tools.
- Presented clear and concise estimates to clients, fostering trust and confidence in our services.
- Consistently met or exceeded company profit margin goals through meticulous attention to detail during the estimating process.
Estimator
Excel Construction Group
2017 - 2019
- Founded and led the residential estimating department, establishing processes and workflows for accurate and efficient claim handling.
- Created detailed estimates and managed supplements for 40+ project managers, negotiating with insurance companies to maximize claim payouts.
- Designed and delivered training programs for new employees, improving team performance and knowledge of insurance procedures.
- Attended and facilitated weekly meetings, collaborating with management and project teams to streamline operations and resolve challenges.
- Developed and implemented processes to expedite insurance claim resolution and ensure depreciation checks were released even when supplements were pending, improving cash flow.
- Conducted one-on-one sessions with project managers to review job progress, provide guidance, and ensure all documentation met claim requirements.
- Secured $400K+ in supplemental funds in six months, enabling [team/project/program] to expand capacity, enhance resources, or drive new initiatives.
Depreciation & Mortgage Manager
Excel Construction Group
2016 - 2017
- Prepare and issue final invoices to insurance companies to release depreciation and ensure timely payment for roofing projects.
- Maintain and update the CRM system to track project status, payments, and client communication.
- Monitor project managers’ progress to ensure tasks and deadlines are completed accurately and efficiently.
- Access and organize necessary documentation required by mortgage companies to process insurance checks.
- Communicate with the loss draft department at mortgage companies to track checks, resolve discrepancies, and provide any additional requested information.
Financial Analyst
APl
2015 - 2016
- Analyzed financial and operational data provided by multiple health insurance companies to ensure accuracy of codes, numbers, and payment amounts.
- Reconciled discrepancies in financial data, confirming amounts matched supporting documentation.
- Created and maintained Excel spreadsheets to organize, track, and report data efficiently.
- Assisted in preparing reports for management, highlighting trends, inconsistencies, and key insights.
- Collaborated with internal teams to streamline data validation and improve reporting accuracy.
Education
High School Diploma - Harmon XCT Training Xactimate Level 1
Harmon XCT Training Level 1
Harmon XCT Xactimate Level 2
High School Diploma -
Northwest High School
Justin, TX01-2006
Skills
- Software & Technical Skills: Proficient in Microsoft Office Suite, Google Workspace, Adobe Creative Suite, Xactimate; experienced with multiple CRMs including Acculynx, JobNimbus, and Roofr
- Leadership & Team Management: Experienced in training staff, assigning tasks, holding team members accountable, and driving production to meet or exceed goals using a facts-over-feelings approach to decision-making and problem-solving
- Expert in Scope definition and review
- Talented in Industry networking and relationships
- Process & Operational Expertise: Skilled in developing and implementing processes and procedures to streamline workflow, improve efficiency, and ensure compliance
- Documentation & Contracts: Adept at creating paperwork, contracts, and job documentation with accuracy and attention to detail
- Data Analysis & Problem Solving: Strong analytical skills; evaluate all available data to identify areas for improvement, cost savings, and strategic optimization
- Revenue Growth & Profitability: Proven ability to increase company revenue and job profitability by identifying opportunities for supplements and upsells, contributing to overall business growth
- Customer Service & Client Relations: Exceptional ability to resolve customer issues by leveraging a deep knowledge of the roofing and construction process; focused on providing solutions and building trust
- Stress Management & Resilience: Thrive under high-pressure environments, managing multiple priorities effectively while maintaining performance and quality standards
- Goal-Oriented & Results-Driven: Demonstrated track record of meeting or exceeding operational and production goals while maintaining quality standards
Certification
Xactimate Level 1
Xactimate Level 2
Xactimate Level 3
Interests
Timeline
Senior Estimator/Insurance Claims Specialist
Smooth Estimating, LLC
08.2020 - Current
Estimator/Office Manager
BBL Exteriors, LLC
2020 - 2020
Senior Estimator
BME Exteriors, LLC
2019 - 2020
Estimator
Excel Construction Group
2017 - 2019
Depreciation & Mortgage Manager
Excel Construction Group
2016 - 2017
Financial Analyst
APl
2015 - 2016
High School Diploma - Harmon XCT Training Xactimate Level 1
Harmon XCT Training Level 1
Harmon XCT Xactimate Level 2
High School Diploma -
Northwest High School