Travel Insurance Executive

2 days ago

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

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.

Job Types: Full-time, Permanent, Fresher

Pay: ₹20, ₹23,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

  • Travel Insurance Executive

    22 hours ago

    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...

  • B2B Travel Insurance Outreach Executive

    2 days ago

    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...

  • Travel Executive

    4 days ago

    Mumbai, India Travel Cosmic Full time

    A travel tourism executive is responsible for overseeing and managing various aspects of a travel and tourism organization. Their primary role is to ensure the efficient and effective operation of the company's travel-related services and to enhance the overall customer experience. Here is a general job description for a travel tourism executive: 1. Plan and...

  • Travel Executive

    4 days ago

    Mumbai, India Travel Cosmic Full time

    A travel tourism executive is responsible for overseeing and managing various aspects of a travel and tourism organization. Their primary role is to ensure the efficient and effective operation of the company's travel-related services and to enhance the overall customer experience. Here is a general job description for a travel tourism executive: 1. Strategy...

  • B2b Travel Insurance Outreach Executive

    4 days ago

    Lower Parel, Mumbai, Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

    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...

  • Travel Sales Executive

    2 weeks ago

    Chandivali, Mumbai, Maharashtra, India Cozmo Travel World Full time

    Job Location: Mumbai and Pune Experience: 1-3 year **Industry: Leisure, Travel & Tourism** Roles and responsibilities: Maintaining Sales and Promotion for company by being very aggressive in markets for selling Non-Air Products (b2bsales). Meeting Travel corporates and bring in new accounts on regular basis from various cities. Managing the existing...

  • Travel & Tour Sales Executive

    2 weeks ago

    Navi Mumbai, Maharashtra, India SkyWheels Travel Full time

    Tour & Travel Sales Consultant required at a Travel company in Navi Mumbai Company name - Skywheels Travel, Navi Mumbai Industry - Travel & Tourism, Travel Agencies and Tour Operators **Job Description**: Job role/ category - Airline ticketing and expert in international packages like Europe, Maldives, Thailand, Bali, Vietnam, Finland and Hongkong...

  • Insurance Sales Officer

    4 days ago

    Dadar, Mumbai, Maharashtra, India DirectusHR Services Full time ₹ 1,59,000 - ₹ 3,60,000 per year

    Dear Candidate, It was a pleasure to discuss with profile of Travel Insurance Executive. OR We were trying to get in touch with you to inform you about an exciting career opportunity with BTW Group. But unfortunately, were not able to connect with you over phone. We hope to take this interaction further ahead with you and explore an opportunity of a talented...

  • Travel Executive

    1 week ago

    Mumbai, India Travel Cosmic Full time

    1. Plan and book travel arrangements for clients including flights, accommodations, transportation, and activities 2. Provide recommendations on travel destinations, hotels, and activities based on clients' interests and preferences 3. Handle clients' inquiries and resolve any issues or concerns related to their travel arrangements 4. Prepare and deliver...

  • Travel Insurance Executive

    7 days ago

    Mumbai, Maharashtra, India Btw Financial Services & Imf Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Identify and research prospective corporate clients across relevant industries, travel-intensive functions, and geographiesBuild and maintain a qualified pipeline through cold outreach, email campaigns, LinkedIn/social selling, industry events, and referralsQualify leads based on travel volume, geographies, risk profile, existing coverage, and...