(20/10/2025) Executive - Sales - Travel Insurance (0-1 Yrs) Mumbai (bfsi Sales)

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