Travel Insurance Executive

Job description: 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 Benefits: Health insurance Provident Fund Work Location: In person