Neha Bhadran
Surrey,BC
Summary
Administration professional with experience managing office operations and supporting underwriting processes. Skilled in insurance policy processing, documentation, renewals, and record-keeping. Known for strong attention to detail, team collaboration, and effective communication with brokers and internal teams. Proactive and adaptable, committed to ensuring accurate and efficient workflow outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Mortgage Administration Specialist - Renewals
AMUR Financial Group
02.2025 - Current
- Deliver a customer-focused approach through effective communication, maintaining a professional telephone manner, and fostering positive interactions across all organizational levels.
- Respond promptly to inquiries from clients, lenders, fund managers, brokers, lawyers, and realtors via phone and email.
- Prepare and review mortgage documentation, ensuring accuracy and completeness; identify and rectify missing or incorrect information while updating records in the TACL system.
- Maintain regular communication with AFG fund managers, providing timely updates on file status.
- Perform confidential administrative tasks while safeguarding sensitive client information in compliance with privacy and data protection standards.
Customer Service Representative
SGS Canada
12.2022 - 09.2024
- Managed end-to-end processing of client service requests, including sample receipt, verification, labelling, and dispatch to internal/external laboratories.
- Generated and provided accurate client documentation, including certificates, reports, and invoices, ensuring timely delivery and compliance with service agreements.
- Validated and processed supplier invoices maintained accurate receivables/payables files, and supported month-end financial reporting through funding and cash allocation reports.
- Coordinated quotations, job orders, inspection schedules, and procurement using BOSS Oracle and internal systems.
- Maintained a robust filing system for customer and accounting records to support audits and ensure regulatory compliance.
- Acted as a key liaison for internal and external stakeholders, managing escalations, resolving inquiries, and ensuring a high standard of customer service.
- Assisted in organizing company events and served as backup for reception and switchboard duties.
- Collaborated globally with SGS branches to meet client expectations and ensured adherence to internal quality protocols and data security policies.
Senior Reinsurance Executive
Generali Global Corporate & Commercial
05.2021 - 09.2022
- Managed facultative and treaty claims, ensuring accurate notifications to reinsurers, coverage explanation, and settlement coordination in line with Property & Casualty (P&C) coverage terms.
- Initiated and managed reinsurance placement enquiries, ensuring compliance with the latest IRDAI regulations and internal guidelines.
- Prepared closing advice and ensured timely follow-ups for seamless execution and documentation of treaty placements.
- Handled facultative claims processing, including intimation, follow-ups, recovery verification in internal systems, and final settlement coordination.
- Maintained detailed trackers to monitor all reinsurance transactions and ensure timely updates and accuracy in data management.
- Managed the booking, control, and follow-up of inward treaty reinsurance, including proper documentation and records maintenance.
- Strengthened financial reporting by supporting SOX-compliant processes and GDPR-aligned data management across reinsurance operations.
Technical Lead - Reinsurance
Marsh & McLennan Companies
12.2014 - 05.2021
- Managed operational aspects of reinsurance contracts, including verification of premium payments, receipts, and adherence to coverage terms and conditions across multiple P&C lines.
- Handled premium and claims collection processes, including reconciliation and follow-up with reinsurers and brokers to ensure timely settlements.
- Served as a key liaison between internal teams, brokers, and external stakeholders to address reinsurance-related queries and support efficient communication.
- Prepared and analyzed reports including outstanding payables, unallocated cash, funding, and forecast reports to provide accurate financial insights to managers and stakeholders.
- Assisted in claims management processes between clients and reinsurers, ensuring compliance with contractual terms.
- Maintained accurate and up-to-date records in line with operational and audit requirements.
- Utilized Microsoft Excel and internal systems for data tracking, reporting, and reconciliation.
Education
Master of Business Administration - Administrative Management, Business Analytics, Investment Analysis and Management, Marketing Analytics, Financial Analysis, Project management, Digital transformation, Global Financial Institutions Management, Leadership in the Global Context, Strategic Management, Risk Management, and Financial Management
University Canada West
01.2024
Bachelor of Commerce - Banking and Insurance
K J Somaiya College of Arts and Commerce (Mumbai University)
01.2012
Skills
- Policy renewal & documentation
- MS Office (Excel, Word, Outlook)
- Broker & internal team communication
- Time management & multitasking
- Team collaboration & client support
- Proactive problem-solving
Languages
English
Full Professional
Hindi
Full Professional
Certification
- Advanced MS Office training course, VISTAMIND, 05/15
- Tableau Certification, IBM, 05/23
Timeline
Mortgage Administration Specialist - Renewals
AMUR Financial Group
02.2025 - Current
Customer Service Representative
SGS Canada
12.2022 - 09.2024
Senior Reinsurance Executive
Generali Global Corporate & Commercial
05.2021 - 09.2022
Technical Lead - Reinsurance
Marsh & McLennan Companies
12.2014 - 05.2021
Bachelor of Commerce - Banking and Insurance
K J Somaiya College of Arts and Commerce (Mumbai University)
Master of Business Administration - Administrative Management, Business Analytics, Investment Analysis and Management, Marketing Analytics, Financial Analysis, Project management, Digital transformation, Global Financial Institutions Management, Leadership in the Global Context, Strategic Management, Risk Management, and Financial Management
University Canada West