Travel Sales Executive

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, , 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.

Gross Salary: ₹20,000 to ₹23,000

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday

Probation Period: 6 months

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

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 1 years of experience.

More about this Travel Sales Executive job

1. What is the eligibility criteria to apply for this Travel Sales Executive job?
   Ans: The candidate should be Graduate and above and above with 0 - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹23000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Travel Sales Executive job?
   Ans: This Travel Sales Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Travel Sales Executive job?
   Ans: No, there is no fee applicable for applying this Travel Sales Executive job and during the employment with the company, i.e., Btw Financial Services & Imf Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Travel Sales Executive role?
   Ans: There is an immediate opening of 20 Travel Sales Executive at Btw Financial Services & Imf Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Travel Sales Executive job?
   Ans: This Travel Sales Executive job has Day Shift.