Insurance Sales

15,000 - 25,000 /month

Travel Insurance Executive

Lower Parel, Mumbai

0 - 6+ years Experience in Field Sales

20 Openings

Full Time

Job Highlights

Graduate and above

All genders

10:00 AM - 07:00 PM | 6 days working

Job Description

If interested, please share your resume and details on same mail- recruitment6@directushr.comCurrent ctc -Expected ctc -Years of exp -Notice period-Current location-Location: Lower Parel, Mumbai, Maharashtra 400013Working Hours: 10:00 AM to 7:00 PM, Monday to SaturdayDesignation-Travel Insurance ExecutiveCore Duties and ResponsibilitiesLead 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 quotationsPolicy 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● 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.● 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.

Other Details

It is a Full Time Field Sales job for candidates with 0 - 6+ years Experience.

More about this Insurance Sales job

What is the eligibility criteria to apply for this Insurance Sales job?
Ans: The candidate should be Graduate and above and above with 0 - 6+ years Experience of experience
How much salary can I expect for this job role?
Ans: You can expect a salary of ₹15000 - ₹25000 per month that depends on your interview. It's a Full Time job in Mumbai.
How many working days are there for this Insurance Sales job?
Ans: This Insurance Sales job will have 6 working days.
Are there any charges applicable while applying or joining this Insurance Sales job?
Ans: No, there is no fee applicable for applying this Insurance Sales job and during the employment with the company, i.e., Travel Insurance Executive.
Is it a work from home job?
Ans: No, it’s not a work from home job and can't be done online.
How many openings are there for this Insurance Sales role?
Ans: There is an immediate opening of 20 Insurance Sales at Travel Insurance Executive
Who can apply for this job?
Ans: Both Male and Female candidates can apply for this Field Sales job.
What are the timings of this Insurance Sales job?
Ans: This Insurance Sales job has 10:00 AM - 07:00 PM timing.