Travel Insurance Executive

2 days 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

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