SAREENA MOHAN
New Delhi
Summary
Results-driven Senior Operations and Analytics Leader with over 15 years in P&C Insurance and Reinsurance in the US and Canada. Expertise in financial reconciliation, analytics delivery, and program transitions, achieving 2-day SLAs and enhancing process accuracy. Proficient in project management, data analysis, and quality compliance, with strong skills in stakeholder engagement and team collaboration.
Overview
15
15
years of professional experience
Work History
Senior Consultant
GENPACT
03.2022 - Current
- Reviewed and validated YTD premium data approx 40 million, identifying and resolving discrepancies.
- Performed end-to-end reconciliation to ensure premiums were booked correctly and matched source records.
- Managed a team of 10 employees, overseeing task allocation, performance monitoring, and deadline management.
- Coordinated work schedules and deliverables, provided training and performance support.
- Ensured accurate and timely financial alignment by managing reconciliation processes.
- Delivered precise reconciliation for US and Canada regions at Liberty Mutual Insurance.
- Processed reinsurance claims and accruals, enhancing operational accuracy and efficiency.
- Tracked and resolved issues using Jira, improving workflow and project outcomes.
- Produced month-end reports with in-depth analysis, aiding financial decision-making.
- Guided team activities, elevating performance and fostering collaborative work environments.
- Facilitated transition processes through active participation in client calls.
- Executed Canada program transition smoothly, strengthening team capabilities.
- Resolved client queries promptly, improving satisfaction and maintaining trust.
- Developed new reconciliation templates tailored for New Program requirements.
- Conducted effective training sessions for new hires, ensuring seamless onboarding.
Business Analyst
Genpact
03.2017 - 02.2022
- Enhanced reporting efficiency by automating two weekly reports in OBIEE and R.
- Delivered timely healthcare reports through effective management of end-to-end processes.
- Collaborated with clients to gather requirements and provide actionable data insights.
- Developed OBIEE agents to automate report generation, reducing manual workload significantly.
- Conducted compliance training sessions, promoting awareness and adherence within the team.
- Analyzed business processes to identify areas for improvement and efficiency gains.
- Collaborated with cross-functional teams to develop and implement strategic solutions.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Process Developer
Genpact
12.2013 - 02.2017
- Ensured compliance by administering and auditing insurance licenses for agents.
- Identified issues through internal audits, delivering solutions via PowerPoint presentations.
- Streamlined processes as Process Developer, enhancing efficiency within the LTC team.
- Analyzed errors using Pareto charts, driving data-driven process improvements.
- Facilitated audit sessions, ensuring accuracy and compliance for US and Indian associates.
- Tracked accuracy metrics, implementing solutions based on data analysis and feedback.
Process Associate
Genpact
12.2010 - 11.2013
- Monitored performance metrics through monthly dashboards to drive operational excellence.
- Ensured issue resolution by sending follow-up letters to customers consistently.
- Enhanced team efficiency by sharing updates and best practices with colleagues.
- Supported new hires' onboarding and training for seamless team integration.
Education
Masters - English
University of Delhi
Bachelor of Arts -
University of Delhi
New Delhi, IndiaSkills
- Power BI
- Advanced Excel
- Data Analysis & MIS
- Reconciliation & Reporting Tools
- SPOTFIRE
- GENIUS
- Factorlink
- Genarative AI
- Agentic AI
Language Known
English
Punjabi
Hindi
Rewards and Certifications
ACHIEVEMENTS
- Selected as a Top Performer for exceptional contributions and work quality
- Received the Spot award for handling correction work-type single handedly
- Recognized for good performance with 20,000 cheers points and customer appreciation
- Achieved numerous awards for Best Quality Assurance
- Honored with Silver Award for Performance
- Multiple Top Performance Awards for delivery excellence and client outcomes.
- Key contributor to successful program transitions and stabilization.
- Recognized for accuracy, quality, and operational discipline.
- Completed many projects on Power BI and got client awards
CERTIFICATIONS
- 7-Star Lean Certified
- Insurance Essentials – The Institutes
- GB trained & tested
- Machine Learning in Visualization - Spotfire & Power BI
Learnings - Internal Genpact Trainings
- Power BI, Tableau, SPOTFIRE, OBIEE, Advanced Excel, Attended Boot Camp training, Customer Centricity, Lean & Six sigma, Conflict Management, Data Privacy, Integrity & Trained & Cleared Commercial Credit Foundation Level Course
- Financial concept, Financial Spreading & Financial Statement Analysis, DataBridge Lean, DataBridge, GB, Power BI, Generative AI, Agentic AI Certified in Insurance Essential from The Institute
Timeline
Senior Consultant
GENPACT
03.2022 - Current
Business Analyst
Genpact
03.2017 - 02.2022
Process Developer
Genpact
12.2013 - 02.2017
Process Associate
Genpact
12.2010 - 11.2013
Masters - English
University of Delhi
Bachelor of Arts -
University of Delhi