Ajea Phillip

Work History

Sedgwick

03.2022 - 02.2025

Point of contact for all Latin America billing questions and concerns
Assist in development of International Latin America billing queue and daily billing processes
Prepare, analyze and provide monthly productivity metric reports to clients
Troubleshoot and resolve issues with client concerns
Acts as liaison to Bill Review and IT department for support on special projects involving e-billing review systems such as: T360 and Legal-X
Identified areas for improvement in the existing billing system and created solutions accordingly.
Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
Resolved customer inquiries regarding billing discrepancies in a timely manner.
Performed periodic audits of customer accounts to ensure accuracy of data entry.
Collaborated with other departments to ensure successful completion of projects related to billing operations.
Analyzed financial activities of department to share budgetary input with managers.

Engle Martin & Associates

02.2021 - 03.2022

Develops and maintains CRM and Power BI dashboards to provide insights on client trends and behavior for future sales and marketing targeting
Point of contact that handles multiple client accounts and ensures a high level of satisfaction to assigned clients by meeting the expectations of the client per our service agreement
Review contracts and engagement letters to verify client guidelines, billing rates, fee arrangements, etc
Manage the development and delivery of weekly analytical reports, KPI’s, as well as new contracts for all new business using Excel and CRM dashboard
Partner with sales teams and brokers to address customer satisfaction needs related to pricing, account management and strategic projects
Collaborate with IT in the development of ad hoc and automated reporting tools and processes for use by the Sales/Business Development Team
Manage and create client instructions for billing team in CRM system, per new contracts from clients
Assists in the creation and maintenance of targeted prospecting lists from conferences, industry listings, and events

Engle Martin & Associates

09.2017 - 02.2021

Act as assistant to billing manager of (7) during sick days, high volume billing, as well as lead on special billing projects
Prepare, code, review and distribute daily and monthly bills to clients for services provided (100+ invoices daily)
Set up new clients and engagements in accounting system
Manage/maintain an in-depth knowledge of 30 Unique Billing accounts, in addition to 50+ non-unique accounts
Ensure client invoicing is completed timely and accurately according to client instructions in accordance with client contracts; regarding verbiage, rates, overhead, and set-up fees to ensure accurate and timely billing
Act as liaison to operations/special projects team for support on special projects involving e-billing systems, gathering/compiling new information
Assisted in the development for use of NetSuite billing platform, as well as trained billing team on NetSuite
Upload invoices to Bill Review third party systems: Legal X (SaaS) billing software and Tymetrix360 (SaaS) E-billing