Travel Insurance Executive

24 hours ago


Lower Parel Mumbai Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time ₹ 2,40,000 - ₹ 2,80,000 per year

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.

Job Type: Full-time

Pay: ₹20, ₹23,000.00 per month

Work Location: In person



  • Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    Lead nationwide B2B outreach to corporate HR/Admin decision-makers, travel agencies, and overseas education consultancies to generate and convert leads for travel insurance (corporate business travel and student travel). Build partnerships, drive pipeline growth, and execute multi-channel prospecting strategies across India.Key responsibilities:● Corporate...


  • Lower Parel, Mumbai, Maharashtra, India Gentoro People Consulting Full time

    **Position: Travel Insurance Executive** **Experience: 1-3yrs** **Location: Lower Parel, Mumbai** **Objective: - ** Drive corporate travel insurance sales by generating qualified leads, educating stakeholders, preparing competitive quotations, and ensuring seamless policy issuance and service. **Key Responsibilities**: **a) Lead Generation and Business...

  • Travel Executive

    5 days ago


    Lower Parel, Mumbai, Maharashtra, India ANSAPACK Pvt Ltd Full time

    **Job Descriptions**: - Managing ticketing systems and ensuring smooth operations for events or travel. - Providing excellent customer service in ticket booking and inquiries. - Coordinating with various departments for ticketing logistics. - Collaborating with team members to enhance the overall ticketing process. Requirements and Skills - Experience in...


  • Lower Parel, Mumbai, Maharashtra, India Risosu Consulting Full time ₹ 5,00,000 - ₹ 6,68,33,568 per year

    Key ResponsibilitiesStrategize, plan, and drive growth for B2B and B2C business within the assigned cluster.Map and develop new distribution networks to support business expansion.Design and execute effective marketing and visibility strategies in the B2B/B2C domain.Achieve daily, weekly, and monthly sales targets as defined by the business.Manage and...


  • Dadar, Mumbai, Maharashtra, India BTW Visa Services (I) Pvt. Ltd. Full time

    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...


  • Dadar, Mumbai, Maharashtra, India BTW Visa Services (I) Pvt. Ltd. Full time ₹ 18,00,000 - ₹ 27,60,000 per year

    Title: Travel Insurance Executive● Objective: Drive corporate travel insurance sales by generating qualified leads,educating stakeholders, preparing competitive quotations, and ensuringseamless policy issuance and service.Core Duties and ResponsibilitiesLead Generation and Business Development● Identify and research prospective corporate clients across...


  • Dadar, Mumbai, Maharashtra, India BTW Visa Services Full time

    **Category**: Insurance **Job Type**: Full-Time **Location**: Dadar **Designation**: B2B Travel Insurance Outreach Executive **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**: ₹ 21,000 to...


  • Dadar, Mumbai, Maharashtra, India BTW Financial Services & IMF Pvt Ltd Full time

    Designation: B2B Travel Insurance Outreach Executive 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: ₹ 21,000 to ₹25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation...


  • Dadar, Mumbai, Maharashtra, India BTW Visa Services Full time

    **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...


  • Dadar, Mumbai, Maharashtra, India Cart 91 Shopping & Services (I) Pvt. Full time ₹ 18,00,000 - ₹ 36,00,000 per year

    Role summary: Lead nationwide B2B outreach to corporate HR/Admin decision-makers,travel agencies, and overseas education consultancies to generate and convert leadsfor travel insurance (corporate business travel and student travel). Build partnerships,drive pipeline growth, and execute multi-channel prospecting strategies across India.Key...