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 perks 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 quot

📌 Executive - Sales - Travel Insurance (0-1 Yrs) Mumbai (bfsi Sales)
🏢 BTW Financial services and IMF
📍 Mumbai