Job Description

Title: Travel Insurance Executive- Objective: Drive corporate travel insurance sales by generating qualified leads, educating stakeholders, preparing competitive quotations, and ensuring seamless policy issuance and service.Core Duties and Responsibilities- Lead Generation and Business Development- Identify and research prospective corporate clients across relevant industries, travel-intensive functions, and geographies.- Build and maintain a qualified pipeline through cold outreach, email campaigns, LinkedIn/social selling, industry events, and referrals.- Qualify leads based on travel volume, geographies, risk profile, existing coverage, and decision-making structure.- Maintain CRM discipline: log activities, update lead status, forecast opportunities, and track conversion metrics.- Conduct structured needs assessments for corporate travel programs (domestic/international, frequency, destinations, traveler demographics).- Quotation and Proposal Management- Prepare customized quotations with multiple plan options- Present proposals to stakeholders (procurement, finance, HR, travel desk) and address technical queries.- Manage revisions, approvals, and validity timelines for quotations.Policy Booking and Issuance- Collect KYC/company documentation, traveler details, and declarations per compliance requirements.- Accurately complete proposal forms and obtain necessary signatures/consents.- Process premium payments, reconcile amounts, and issue policy documents, endorsements, schedule of benefits, and certificates.Account Management and Client Servicing :- Serve as primary point of contact for client travel desks, HR, and finance for policy servicing.- Support claims initiation by guiding on documentation, timelines, and emergency assistance procedures.- Coordinate with claims teams and assistance providers to expedite resolution and communicate status.- Adhere to IRDAI/DoI or relevant regulatory guidelines, AML/KYC norms, data privacy, and audit requirements.- Maintain complete and accurate records: proposals, quotes, communications, policy schedules, and claim logs.- Ensure marketing and client communications are compliant with approved product literature and disclosures.- Stay updated on sanctions lists, travel advisories, and high-risk region protocols.Reporting and Analytics- Track sales KPIs: leads, conversions, pipeline value, average deal size, cycle time, retention, and upsell.- Train client travel coordinators on policy usage, issuance workflows, and emergency protocols.- Keep current on competitor products, pricing, and emerging travel risks (pandemics, geopolitical, natural disasters).- Participate in product and compliance training; obtain/renew required licenses or certifications.- Improve sales collateral, scripts, and FAQs to enhance client understanding and close rates.Customer Experience and Retention- Conduct onboarding sessions for new corporate clients and their travelers.- Implement SLA-driven response and turnaround times for quotes and servicing.- Drive renewals proactively with early reviews, competitive benchmarking, and program enhancements.- Seek feedback, resolve complaints promptly, and promote satisfaction and referrals.Key Skills and Qualifications- Strong B2B sales and relationship management; ability to engage CXO, HR, Procurement, and Travel Desk stakeholders.- Solid understanding of travel insurance products, underwriting basics, and claims processes.- Excellent communication, presentation, and negotiation skills.- Proficiency with CRM tools, MS Office/Google Suite, and reporting.- Attention to detail, compliance orientation, and problem-solving intime-sensitive scenarios.- Gross Salary: - 20,000 to - 23,000- Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday- Probation Period: 6 months- Company : BTW Financial Services & IMF Pvt Ltd- Interview & Job Location :BTW Visa Services India Pvt Ltd- Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 (ref:updazz.com)

Skills Required