Travel Insurance Sales Executive

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Designation-Travel Insurance Sales Executive 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 ● 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. ● 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.