Dynamic professional with extensive experience in billing operations and client account management. Proven track record of optimizing quote to cash processes, improving revenue support, and ensuring accurate, timely billing. Demonstrated ability to pivot quickly, learn new systems and processes, and obtain insurance licensing while developing strong insurance account management expertise. Highly skilled in CRM systems and cross functional collaboration, consistently driving client satisfaction and operational excellence in high volume environments.
Overview
18
18
years of professional experience
Work History
L2 Licensed Customer Support Specialist
Steadily Insurance Company
Overland Park, KS
05.2024 - Current
Licensed to quote, sell, and bind Property and Casualty insurance policies across 46 states.
Rewrite and issue new policies while advising clients on coverage changes, endorsements, and underwriting requirements.
Support financial and billing-related inquiries for large-format and high-volume clients, including premium billing, payment processing, and account reconciliation.
Partner with underwriting, claims, and operations teams to resolve complex service and billing issues.
Use Salesforce daily to manage client communication, documentation, and policy accuracy in a high-volume environment.
Regional Manager, Client Account Management
Ascend Learning (ATI Nursing Education)
Leawood, KS
07.2023 - 05.2024
Owned billing and revenue operations for a $100M+ regional portfolio, with direct responsibility for invoicing accuracy, renewals, and collections support.
Led end-to-end quote-to-cash processes, coordinating with Sales, Finance, and Operations to ensure proper contract setup, pricing, invoicing, and payment execution.
Oversaw billing activity and reconciliations using Microsoft Dynamics 365, Microsoft Great Plains, and SharePoint, maintaining data integrity and audit readiness.
Supported Braintree credit card processing, including payment application, exception handling, failed transactions, and reconciliation.
Used Microsoft Excel for billing audits, revenue analysis, forecasting, and executive reporting.
Served as escalation point for complex billing issues, contract discrepancies, credits, and adjustments.
Acted as a Dynamics 365 super-user, creating dashboards and workflow improvements that reduced manual errors.
Led and coached Account Managers with a focus on billing accuracy, contract compliance, and client satisfaction.
Great Lakes Account Manager Supervisor, Inside Sales Operations
Ascend Learning (ATI Nursing Education)
Leawood, KS
07.2022 - 07.2023
Supervised Account Managers supporting institutional clients across multiple regions.
Provided coaching, performance management, and operational support to improve service quality and retention.
Forecasted revenue, managed renewals, and supported account growth initiatives.
Partnered with Sales and IT to improve Dynamics 365 CPQ workflows and pricing accuracy.
Client Account Manager
Ascend Learning (ATI Nursing Education)
Leawood, KS
08.2020 - 06.2022
Built and maintained client accounts and billing structures within Microsoft CRM and Great Plains.
Managed invoicing, payment processing, credits, and compliance documentation.
Resolved billing and account issues through phone, chat, and email support.
Collaborated with QA and Product teams on system testing and compliance enhancements.
Branch Manager
First Tower Corp
Sedalia, MO
02.2008 - 08.2020
Managed daily operations for a high-volume financial branch, including lending, collections, and customer service.
Led and developed staff to exceed sales, servicing, and compliance goals.
Handled delinquency management and negotiated repayment plans with customers.
Advised clients on personal, commercial, auto, and mortgage lending products.
Built community relationships to grow the branch portfolio while maintaining regulatory compliance.
Education
Bachelor of Arts - Business Administration and Management
Mississippi State University
Starkville, MS
Skills
Billing Operations
Quote to Cash
Revenue Support
Microsoft Dynamics 365
Microsoft Great Plains
Salesforce
Licensed in Property and Casualty in 48 States
Braintree Credit Card Processing
Microsoft Excel
SharePoint
Insurance Billing and Policy Servicing
Financial Reconciliation and Reporting
Client Account Management
Cross Functional Collaboration
Professional Highlights
Managed billing and revenue operations for a $100M+ portfolio
Improved billing accuracy through system enhancements and workflow improvements
Trusted leader for resolving complex client, billing, and operational issues
Timeline
L2 Licensed Customer Support Specialist
Steadily Insurance Company
05.2024 - Current
Regional Manager, Client Account Management
Ascend Learning (ATI Nursing Education)
07.2023 - 05.2024
Great Lakes Account Manager Supervisor, Inside Sales Operations
Ascend Learning (ATI Nursing Education)
07.2022 - 07.2023
Client Account Manager
Ascend Learning (ATI Nursing Education)
08.2020 - 06.2022
Branch Manager
First Tower Corp
02.2008 - 08.2020
Bachelor of Arts - Business Administration and Management