Full-Time

Industry and Client Insights Specialist

Global Knowledge Management

Posted on 8/9/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Mumbai, Maharashtra, India + 1 more

More locations: Noida, Uttar Pradesh, India

In Person

Category
Business & Strategy (2)
,
Required Skills
Data Analysis
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in business, Marketing, Economics, Data Analytics, Communications, or a related field.
  • 3-5 years of experience in research, content creation, and market analysis for sales and marketing purposes.
  • Proficient in generative AI tools, with the ability to craft effective prompts for optimized research outputs.
  • Strong data analysis skills, with the ability to interpret numbers and translate them into actionable insights.
  • Experience in storyboarding and content visualization to create compelling narratives.
  • Expertise in PowerPoint and other MS Office applications for high-quality presentation development.
  • Strong project management skills, with the ability to work on multiple tasks simultaneously and meet tight deadlines.
  • Demonstrated ability to work independently while collaborating effectively with cross-functional teams.
  • Experience with managing global stakeholder relationships independently and proficiency in business communication.
Responsibilities
  • Identify and analyze emerging industry trends, challenges, and opportunities relevant to WTW.
  • Conduct client segmentation to generate accurate insights for targeted engagement.
  • Develop data-driven content through research, analysis, and visualization.
  • Able to effectively develop target list on LinkedIn Sales Navigator.
  • Produce thought leadership, industry insights, case studies, and benchmarking reports to support sales and marketing efforts.
  • Utilize generative AI (e.g., ChatGPT, Gemini, Claude, or other AI research tools) to enhance content creation efficiency and ensure high-quality outputs.
  • Create compelling storyboards and presentations to simplify complex research findings.
  • Manage and update industry and client knowledge within Microsoft Dynamics 365 (D365) and internal repositories.
  • Work with industry experts, marketing, and sales teams to develop engaging content aligned with WTW’s messaging and brand standards.
  • Partner with the Sales and Client Management teams to map client/prospect landscapes, track WTW’s market position, and identify growth opportunities.
  • Ensure knowledge assets are organized, easily accessible, and consistently updated.
  • Contribute to internal knowledge sharing initiatives and strategic projects to drive operational efficiency.
Desired Qualifications
  • Exposure to Customer Relationship Management (CRM) systems such as Microsoft Dynamics 365 is a plus.
  • The candidate ideally have good working knowledge around Linkedin Sales Navigator as well.

Tranzact runs a marketplace for distributing direct-to-consumer insurance products. It connects customers with suitable policies through a large network of more than 900 sales agents, using advanced analytics and lead optimization to generate and route insurance leads across multiple marketing channels. Revenue comes from commissions and fees on policy sales facilitated by its platform. The company differentiates itself with a data-driven approach, a broad agent network, and a focus on brand visibility for its partners, aiming to deliver tailored insurance solutions to customers while driving policy sales for insurers.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$632.4M

Headquarters

Fort Lee, New Jersey

Founded

1997

Simplify Jobs

Simplify's Take

What believers are saying

  • GTCR acquisition at $632.4 million enables tech scaling under existing management.
  • Recognize's digital investment boosts TRANZACT's marketing and analytics.
  • Data-driven personalization deepens reach in Medicare Advantage markets.

What critics are saying

  • GTCR's debt financing burdens TRANZACT with high interest payments now.
  • Recognize overhaul disrupts 900-agent network, dropping leads 20-30% soon.
  • NY DFS Regulation 205 halts 25% of TRANZACT campaigns in Q2 2026.

What makes Tranzact unique

  • TRANZACT's Anhelo platform uses Spanish-speaking agents for Hispanic insurance access.
  • Tandem by TRANZACT extends member engagement directly to carriers.
  • TRANZACT manages over one million active Medicare and life policies.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at Tranzact who can refer or advise you

Benefits

Hybrid Work Options

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

-7%

1 year growth

-7%

2 year growth

-7%
CSIMarket
Jan 2nd, 2025
WTW Sells TRANZACT to GTCR, Recognize

WTW has completed the sale of TRANZACT to GTCR and Recognize, marking a strategic shift to focus on core advisory and broking services. TRANZACT, known for its insurance technology solutions, will benefit from GTCR's expertise in scaling tech businesses and Recognize's digital services investment. This move aligns with WTW's strategy to adapt to market changes and enhance client service. The transaction is expected to streamline WTW's operations and support TRANZACT's growth under new ownership.

Recognize
Oct 1st, 2024
Recognize and GTCR to Acquire TRANZACT - Recognize

Innovative Leader in Insurance Distribution and Marketing Services to be Run by Existing Management Team,...

INACTIVE