Travel Insurance Executive

**Category**:
Insurance

**Job Type**:
Full-Time
**Location**:
Dadar
**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
**Gross Salary**: ₹20,000 to ₹23,000
**Working Hours**: 10:00 AM to 7:00 PM, Monday to Saturday
**Probation Period**: 6 months
**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.