Summary
Overview
Work History
Education
Skills
Professional Highlights
Timeline
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Michael Shedd

Overland Park,Kansas

Summary

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

Mississippi State University
Michael Shedd