Posted:4 days ago|
Platform:
On-site
Full Time
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 in
time-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
Job Types: Full-time, Fresher
Pay: ₹20,000.00 - ₹23,000.00 per month
Benefits:
Work Location: In person
BTW Visa Services (I) Pvt. Ltd.
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Experience: Not specified
2.0 - 3.0 Lacs P.A.
Experience: Not specified
2.4 - 2.76 Lacs P.A.
Experience: Not specified
2.4 - 2.76 Lacs P.A.
dadar, mumbai, maharashtra
Experience: Not specified
2.4 - 2.76 Lacs P.A.
dadar, mumbai, maharashtra
Experience: Not specified
2.4 - 2.76 Lacs P.A.
mumbai, mumbai suburban, mumbai (all areas)
Experience: Not specified
0.5 - 2.5 Lacs P.A.
mumbai city
Experience: Not specified
1e-05 - 6e-05 Lacs P.A.
lower parel, mumbai, maharashtra
Experience: Not specified
2.4 - 3.0 Lacs P.A.
Experience: Not specified
2.4 - 2.76 Lacs P.A.
lower parel, mumbai, maharashtra
Experience: Not specified
Salary: Not disclosed