Anoop Shekhar
Navi Mumbai
Summary
Insurance Operations Professional (8+ years) transitioning into Automation & Process Excellence, with hands-on experience building workflow systems, competitive intelligence tools, and AI-driven automation solutions. Proven ability to identify operational inefficiencies and design scalable, tech-enabled solutions that improve compliance, reporting, and business insights. Currently pursuing Six Sigma certification with a focus on data-driven process improvement.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Advisor
AFIA Insurance Brokerage LLC
11.2021 - Current
- Generated AED 100,000 GWP through corporate motor insurance underwriting and sales
- Performed motor insurance underwriting including risk assessment, pricing, and structuring
- Managed client lifecycle from quotation to policy issuance and renewals, ensuring a seamless experience
- Onboarded 100+ corporate clients, driving 1M+ AED in annual premium
- Built Google Apps Script +Chrome extension automation tool for real-time reporting
- Built a whatsapp to email migration tool.
- UAE - Remote
Consultant - Insurance & Digital Operations
HTIC Global Pvt Ltd
Ernakulam
06.2020 - 07.2021
- Converted inbound inquiries into qualified leads by assessing customer needs and recommending tailored insurance solutions
- Supported underwriting and sales processes, improving workflow efficiency and enhancing client service delivery
- Managed customer interactions across Facebook and Messenger, ensuring prompt, professional responses that increased engagement and satisfaction
- Administered company social media dashboards (Facebook & Instagram), handling direct leads, responding to reviews, and driving conversions through active engagement
- Closed sales by nurturing interested prospects through consistent follow-ups and personalized communication
Risk Analyst (TRMS)
Amazon Development Center
Bangalore
07.2019 - 04.2020
- Investigated suspicious transactions and customer activities to detect and prevent fraud across Amazon’s marketplace
- Analyzed large datasets to identify risk patterns, anomalies, and policy violations, ensuring platform integrity
- Took real-time decisions on account actions (approvals, holds, suspensions) based on risk assessment frameworks
- Collaborated with cross-functional teams (payments, customer service, compliance) to resolve complex cases efficiently
- Improved customer trust by balancing fraud prevention with seamless user experience
- Maintained high accuracy and productivity while adhering to strict SLA and quality benchmarks
- Used internal tools and risk models to evaluate transactions and minimize financial losses
Business Development Executive
LEMON PEAK LLC
Ernakulam
05.2018 - 12.2018
- Consistently exceeded sales targets and performance metrics
- Executed high-volume outbound calls, generating leads and closing sales to drive revenue growth
- Applied cross-selling and upselling strategies, enhancing customer value and increasing overall revenue
- Drove customer acquisition through referrals and relationship building, expanding client base and fostering loyalty
- Ensured strong customer retention through effective follow-ups and service
Financial Advisor
Concentrix
Bangalore
09.2015 - 01.2017
- Provided financial guidance and conducted affordability assessments
- Negotiated tailored repayment plans, aligning with customer affordability to enhance repayment success
- Managed debt collections, recovering outstanding balances to improve cash flow
- Achieved collection targets and KPIs consistently
- Resolved customer issues through effective communication, fostering trust and satisfaction
- Handled high-volume calls while ensuring UK regulatory compliance
- Followed KYC, data protection, and financial conduct standards
- Maintained accurate CRM records of interactions and agreements
Education
MBA - Marketing & HR
CMS Academy of Management and Technology
Coimbatore01-2015
BBM - Management
VLB Jannakiammal College
Coimbatore01-2011
Skills
- Python (Automation, APIs, Data Pipelines)
- Google Apps Script & Google Workspace Automation
- Process Optimization (Lean Six Sigma – DMAIC)
- CRM Data Extraction & Web Scraping (Chrome Extensions, JS)
- API Integration & System Design
- Generative AI & Agentic Systems (LLMs, Automation Pipelines)
- Google Sheets Automation & Dynamic Reporting
- Data Visualization (Power BI)
- Google Adwords
Tools & Platforms
- Git & GitHub
- VS Code
- PowerShell
- REST APIs, Gmail Automation
Projects- Tools and Automation
1.Sales Report Automation System (CRM → Gmail → Sheets Pipeline)
Built an end-to-end automation system to generate monthly insurance sales reports by integrating Gmail parsing, CRM data extraction via Chrome Extension, and Google Sheets automation. Eliminated manual data entry and created audit-ready reports with real-time updates and structured monthly reporting.
Tech Stack
Google Apps Script, Chrome Extension (JS), Google Sheets, Gmail API
2.AI-Powered Competitive Intelligence Platform (Automated Market Analysis System)
Developed an AI-driven competitive intelligence engine that analyzes two companies and generates comprehensive multi-dimensional reports covering technology stack, SEO, social presence, hiring signals, pricing, and market positioning. Designed a modular data pipeline integrating web scraping, API-based intelligence, and AI-driven insights to produce decision-ready PDF reports.
Tech Stack
Python (Modular Pipeline Architecture), Claude API (AI Analysis & Strategy Generation), BeautifulSoup (Web Scraping), ReportLab (PDF Generation), REST APIs (Hunter.io, Google PageSpeed, NewsAPI, YouTube Data API), SEO & Social Data Extraction, Git/GitHub, VS Code, PowerShell
3.AI-Driven Content Automation System (End-to-End Media Pipeline)
Built a fully automated content generation and distribution system that converts real-time news into publish-ready YouTube episodes and Shorts using AI. Designed an end-to-end pipeline integrating data ingestion, script generation, voice synthesis, video assembly, quality control, and automated publishing—eliminating manual intervention.
Tech Stack: Python (Pipeline Orchestration), Claude API (Script Generation), ElevenLabs API (Voice Synthesis), FFmpeg (Video Processing), YouTube Data API (Automated Publishing), NewsAPI/CoinGecko/Reddit APIs (Data Sources), Pillow (Thumbnail Generation), Git/GitHub, VS Code, PowerShell
4.WhatsApp to Email Migrator | Compliance Workflow System
Designed a zero-backend communication system to transition insurance document collection from WhatsApp to email, improving compliance, auditability, and process efficiency. Enabled seamless customer experience while ensuring structured documentation and stakeholder visibility.
Tech Stack: HTML, JavaScript, URL Encoding (Base64), Mailto Protocol, Netlify (Deployment), Git/GitHub, VS Code, PowerShell
NOTE- All project repositories are publicly listed on GitHub.
Certification
- Lean Six Sigma Green Belt-Gen AI : KPMG
- VJAL certified AI practitioner,2025
- Google Adwords
Timeline
Insurance Advisor
AFIA Insurance Brokerage LLC
11.2021 - Current
Consultant - Insurance & Digital Operations
HTIC Global Pvt Ltd
06.2020 - 07.2021
Risk Analyst (TRMS)
Amazon Development Center
07.2019 - 04.2020
Business Development Executive
LEMON PEAK LLC
05.2018 - 12.2018
Financial Advisor
Concentrix
09.2015 - 01.2017
MBA - Marketing & HR
CMS Academy of Management and Technology
BBM - Management
VLB Jannakiammal College