Travel Insurance Executive

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

**Responsibilities**:
Lead Generation and Business Development
- Identify and research prospective corporate clients across relevant industries,

travel-intensive functions, and geographies.

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**:

- Provident Fund

Work Location: In person