Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tejas Shewale

Pune

Summary

Insurance and risk professional with 1.5+ years of experience at Gallagher - Artex and RPS in policy administration, compliance, and risk operations. Holds a BBA in International Business with professional designations including CFP and AINS. Skilled in policy review, client servicing support, and risk assessment across global insurance markets, with a career focus on broking and risk advisory.

Overview

2
2
years of professional experience

Work History

Process Analyst

Gallagher
02.2024 - 09.2025

ARTEX - Alternative Risk Solutions and Captives


  • Supported captive insurance and risk management operations by handling policy documentation and compliance checks.
  • Assisted in preparation of insurance schedules and renewal documentation for global clients.
  • Coordinated with international teams, ensuring smooth client servicing and reporting



Policy Review, RPS (Risk Placement Services)


  • Reviewed and validated issued insurance policies against source documentation, ensuring accuracy and compliance.
  • Supported underwriting and broking teams by identifying discrepancies and resolving issues pre-delivery.
  • Assisted with renewals and documentation, strengthening client servicing and retention.
  • Contributed to improved turnaround times by streamlining document review workflows.
  • Analyzed process workflows to identify inefficiencies and recommend improvements.
  • Collaborated with cross-functional teams to gather and document business requirements.
  • Developed and maintained process documentation to ensure compliance and consistency.
  • Conducted root cause analysis on process issues, providing actionable solutions for resolution.
  • Supported project management efforts by tracking milestones and ensuring timely completion of tasks.
  • Increased efficiency and team performance by implementing actionable process improvements.
  • Conducted root cause analyses to pinpoint underlying problems within existing processes, enabling targeted improvements.

Education

Associate in Insurance (AINS) - Insurance And Risk Management

The Institutes
USA
08-2025

Certified Financial Planner (CFP) - Personal Financial Planning, Wealth Management

Financial Planning And Standards Board
USA
03-2021

NISM Series VIII - Equity Derivatives - Equity Derivatives

National Institute of Securities Market
India
09-2020

BBA - International Business

Brihan Maharashtra College of Commerce
Pune, India
04-2022

Skills

  • Development of procedural documentation
  • Conducted policy checks with 95% accuracy in various regions
  • Improved operational accuracy
  • In-depth understanding of captive insurance and risk management
  • Agent-process communication
  • MS Excel
  • Artificial Intelligence
  • Team Player
  • Quick learner

Timeline

Process Analyst

Gallagher
02.2024 - 09.2025

Associate in Insurance (AINS) - Insurance And Risk Management

The Institutes

Certified Financial Planner (CFP) - Personal Financial Planning, Wealth Management

Financial Planning And Standards Board

NISM Series VIII - Equity Derivatives - Equity Derivatives

National Institute of Securities Market

BBA - International Business

Brihan Maharashtra College of Commerce
Tejas Shewale