Executive - Sales - Travel Insurance (0-1 yrs)

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