Leena Sehdev Email & Phone Number

Mississauga, Ontario, Canada

• Issuing, endorsements, renewals or cancelling policies following underwriting policies/procedures, applicable laws, and regulations subject to personal authority level.
• Inputting policy information into the system, Search for information relevant to the underwriting function. Provide certificates of insurance to Brokers as per established guidelines
• Identifying, search, log and distribute quotes and renewals.
• Retrieving information relevant to the underwriting function either by pulling files or checking policy history and financial strength through appropriate channels & shared files in SharePoint.
• Reviewing underwriting reports and establish required action based on authority level.
• Assisting Underwriters with large complex policies.

Mississauga, Ontario, Canada

• Managed RSA/FA/Marine Database -Updating Brokerage PII.
• Assessed, cleanse, and maintain data quality in Salesforce.
• Managed Claims Notifications requests from Brokers/RSM’s.
• Participated in UAT (User Acceptance Testing) for our Salesforce project including Sandbox environment.
• Attended departmental meetings and followed up on action items and report completion to management and run the huddle meetings as huddle master as per cycle.
• Performed other projects & Database Management as requested or assigned.

Toronto, Canada Area

• Actively used Salesforce for analysis weekly/monthly reports.
• Managed sales activities for online products (WestlawNext, Litigator & Taxnet Pro).
• Managed and updated client database and client correspondence in SharePoint.
• Data handling skills: mining, gathering, analysis, compiling, and update.
• SharePoint management of SalesForce pulled Close-Won, & funnel review, reports.
• Handled Follow up communications & Email sales blasts to various teams.

Vaughan, Canada Area

• Extensively involved in Billing activity audit reporting, and Record management.
• Project report contributor for the Special Leads Project canvassing existing clients.
• Processed weekly reports on Credit Cards & Direct Deposit accounts.
• Arranged monthly Invoices with PO’s & managed communications with all clients.
• Directly managed communication and queries with Clients and provided Billing & AR support.

Toronto, Canada Area

• Handled corporate billing, invoicing, and reporting.
• Prepared monthly financial statements and production costs including material, labour, overhead, and administration cost using AS400 systems.
• Prepared daily Profit & Loss statements as well as monthly/ yearly balance sheet.
• Monthly warehouse inventory evaluation and reporting using SYSPRO.
• Updated cost for new & manufactured items and created YTD warehouse inventory reports.

Jalandhar, India

• Managed new and existing mortgage clients each month, and assisted each through consulting, documentation, application and approval lifecycle.
• Counseled walk-in & referral customers with account evaluations and mortgage plans.
• Prepared monthly, quarterly & yearly sales reports.

Project Management Certificate, Project Management, Fundamentals

Salesforce Certified Administrator (Aka 201) 2021, Information Technology

M.Sc.Computer Science, Information Technology

Activities and Societies: Msc. Computer Science

Post Graduate Diploma In Computer Applications

Bachelor Of Arts (Honors),

Certificate, Insurance

Certificate, Data Analytics (Excel, Python, Dashboard, Looker Studio, Tableu)

Participated in a 16-week data analytics program facilitated through real data analytics business cases to solve business and technical.