Praveen Vijayan
Summary
Experienced insurance professional with over 12 years of expertise in employee benefits, underwriting, client retention, and claims management. Dynamic individual driving revenue growth and enhancing operational efficiency through cross-functional collaboration. Seeking senior leadership role to leverage skills and knowledge for significant impact on organization\'s success.
Overview
2025
2025
years of professional experience
2017
2017
years of post-secondary education
4
4
Certifications
Work History
Principal Officer & Placements Lead
Healthysure
6 2022 - Current
- Spearheading policy placements totaling ₹12 Crore in the first year, achieving a remarkable increase to ₹42 Crore within the subsequent year
- Leading and mentoring a high-performing team of 3-5 members, fostering professional growth and enhancing team dynamics
- Collaborating with the growth team to accurately assess client requirements and effectively communicate these needs to insurance partners, ensuring alignment and satisfaction
- Analyzing and identified negotiable elements within underwriting calculations to optimize policy terms and enhance profitability
- Supporting internal stakeholders by conducting thorough analyses of clients’ existing portfolios, performing gap analyses, and negotiating improved terms with insurers
- Conducting comprehensive market research to identify emerging trends, opportunities, and risks, informing strategic decision-making
- Monitoring industry trends, regulatory changes, and best practices to provide timely and informed guidance to stakeholders
- Identifying cross-selling opportunities for additional products and services among current clients, driving revenue growth
- Contributing to the development of innovative value propositions
- Driving continuous improvement initiatives aimed at optimizing processes and streamlining operations for greater efficiency
Senior Customer Success Manager
Loop Health
01.2022 - 06.2022
- Ensure smooth onboarding and education of clients regarding health benefits and wellness programs
- Collaborate with internal teams and Third-Party Administrators (TPAs) for efficient claims resolution
- Monitor client interactions and feedback to enhance service delivery and product utilization
- Drive client retention and renewals, focusing on upselling Employee Benefit products
Deputy Manager – Health Claims
HDFC Ergo General Insurance Co. Ltd
11.2020 - 12.2021
- Led a team of 14 in the Health Claims Services, ensuring timely registration and processing of claims
- Developed productivity reports to enhance departmental efficiency and performance
Assistant Manager – Group CRM
Apollo Munich Health Insurance Co. Ltd.
02.2016 - 11.2020
- Achieved over 85% client retention by managing a diverse portfolio and implementing effective relationship management strategies
- Grew premium base from ₹25 Crores to ₹60 Crores through strategic client engagement
Back Office Associate – Commercial Team
Paramount Health Services (TPA) Pvt. Ltd.
09.2012 - 08.2013
- Provided exceptional customer service and maintained quality standards in claims management
Education
Fellowship -
Insurance Institute of India
Associate - undefined
Insurance Institute of India
Bachelor of Commerce - undefined
University of Mumbai
Licentiate - undefined
Insurance Institute of India
Skills
Underwriting Expertise
Client Relationship Management
Leadership & Training
Data Analysis & Reporting
Claims Processing & Management
Proficiency in Microsoft Office Suite & Zoho CRM
Cross-Selling & Upselling
Empathy
Communication & Problem-solving mentality
Teamwork and Collaboration
Problem-Solving
Time Management
Certification
Advanced Certificate in Health Insurance Virtual (ACHIV), Insurance Institute of India, 03/01/24
Timeline
Senior Customer Success Manager
Loop Health
01.2022 - 06.2022
Deputy Manager – Health Claims
HDFC Ergo General Insurance Co. Ltd
11.2020 - 12.2021
Assistant Manager – Group CRM
Apollo Munich Health Insurance Co. Ltd.
02.2016 - 11.2020
Back Office Associate – Commercial Team
Paramount Health Services (TPA) Pvt. Ltd.
09.2012 - 08.2013
Associate - undefined
Insurance Institute of India
Bachelor of Commerce - undefined
University of Mumbai
Licentiate - undefined
Insurance Institute of India
Principal Officer & Placements Lead
Healthysure
6 2022 - Current
Fellowship -
Insurance Institute of India