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

Gross Salary: ₹20,000 to ₹23,000

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

Probation Period: 6 months

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 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.