Urgent Requirement For Travel Executive

BTW Financial Services & IMF PVT LTD

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 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.

• Experience

  1 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Travel Executive

• Industry Type

  Hotel / Restaurant / Hospitality

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Office No.B.14, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, Maharashtra 400014