Travel Insurance ExecutiveFull-time

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.