Btw Visa Services

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 - https share google 0kCds4yCMFuLYPwZ ref updazz com