Insurance Sales Officer

Dear Candidate, It was a pleasure to discuss with profile of Travel Insurance Executive. OR We were trying to get in touch with you to inform you about an exciting career opportunity with BTW Group. But unfortunately, were not able to connect with you over phone. We hope to take this interaction further ahead with you and explore an opportunity of a talented resource like yourself, working with our organization. Let us start by introducing you a little better to our company. BTW Group, a 15-year-old conglomerate consisting of 8 companies, in 4 industries Tourism, Hospitality, Financial Services & E-Commerce. BTW Group of Companies is head quartered in Pune & now expanding in Mumbai as they chase a goal of 1 Million customers by the year 2030. BTW Group has been delivering excellent services to 1000s’ of clients in visa processing, holiday planning, financial products, and digital commerce. Along with client satisfaction BTW Group is very focused on creating & maintaining happy teams which is why you will see a lot of employee engagement activities on the company’s website. Please go through our website: www.btwgroup.comto understand our organization better. As per our Discussion, please find the Date, Time & Address for Your Interview with us for the position of Travel Insurance Executive.

• Interview Date
• Interview Time
• Office Address

Please find the following information & FAQs about BTW Group which will help you prepare better for your interview.

• What is the profile of Travel Insurance Executive?

The Job Profile for Travel Insurance Executive is as Follows: Objective: This position is expected to drive corporate travel insurance sales by generating qualified leads, educating stakeholders, preparing competitive quotations & ensuring seamless policy issuance & service. Core Duties and Responsibilities Lead Generation

• 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 & track conversions.

Quotation and Proposal Management

• Prepare customized quotations with multiple plan options
• Present proposals to stakeholders (procurement, finance, HR, travel desk) & address technical queries.
• Manage revisions, approvals, and validity timelines for quotations.

Policy Booking and Issuance

• Collect KYC/company documentation, traveller 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.
• Adhere to IRDAI/Doi or relevant regulatory guidelines, AML/KYC norms, data privacy, and audit requirements.
• Ensure marketing and client communications are compliant with approved product literature and disclosures.

Reporting and Analytics

• Track sales KPIs: leads, conversions, pipeline value, average deal size, cycle time, retention, and upsell.
• 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 travellers.
• Implement SLA-driven response and turnaround times for quotes and servicing.
• Drive renewals proactively with early reviews, competitive benchmarking, & program enhancements.

• Where is your office located, what are the shift timings & what are the work offs?

Location : BTW Financial Services & IMF Pvt Ltd
BTW Visa Services India Pvt. Ltd.Address: Office No. B-14, Ground Floor, Civic Center,MMGS Marg, Dadar East, Mumbai – 400014https://share.google/SfgvAyYOwRFiypRLm

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday.

• Why should I work for you?

The most attractive part about working with BTW Group is that they are a highly diversified group of companies providing a stable & ever-growing work environment even in challenging times. The second thing that most of the employees working with BTW Group appreciate is the healthy & active work-culture in the company where the entire team is working & enjoying itself together.

• What are the growth prospects?

The Company is currently in expansion mode & is planning to expand in terms of new technologies as well as business avenues. We do see a lot many challenging opportunities coming up within organization.

• What Projects/ Products you deal with?
• Marine Insurance
• Car Insurance
• Bike Insurance
• Health Insurance
• Travel Insurance

• What kind of clients do you service?

We extend our deepest gratitude to our esteemed supporters and Clients. their contributions continue to empower our mission

• What is the Org structure in your company?

BTW Group is a flat organisation, with open door policy. This gives chance for a great exposure and performance related rewards even for new comers.

• What would be the salary structure?

We would like to discuss the salary structure during the personal interview round based on your fitment for the role. We are open to negotiations and it will be as per industry standards. But I can assure you that we will offer you a competitive compensation.

• Who is taking interviews?

The Interview will be taken by Designation of the interview panel members

• To whom does this position report?

Functionally you will report to Supervisor Designation. But we at BTW Group have an open culture in which the entire will be there to support & nurture your talents.

• What will be the Team size?

There are 20+ employees are working with us.

• Is this a transferable job?

the primary focus of the company is current in Mumbai

• How much of Traveling is expected in this profile?

If required, you may need to visit client Location / Not Compulsory.

Thanks and Regards,

Naina

8319348037

Job Type: Full-time

Pay: ₹159,740.48 - ₹360,000.00 per year

Work Location: In person