Full-Time

Healthcare Consultant Mid Market

Posted on 9/26/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Northwich, UK

Hybrid

Willingness to travel to client sites and WTW offices; overnight stays may be required.

Category
Consulting (2)
,
Required Skills
Sales
Requirements
  • Proven experience within the Health and Wellbeing benefits market sector in a client facing, commercial role
  • In-depth knowledge of healthcare and risk benefits such as Healthcare plans, Dental, Cash Plans, Employee Assistance Programs, GIP, GLA, Critical Illness, flexible benefits; expertise in one or other will be suitable, although strong knowledge to be able to talk across a clients benefits strategy will be required
  • Consultative and strategic sales professional who can deliver against growth targets
  • A good knowledge of relevant products, providers and funding options available in the marketplace
  • Attention to detail and ability to work at pace with competing deadlines
  • Ability to take new research, thought leadership or concepts to clients and explain their relevance
  • IT literacy and an ability to adopt with ease new processes and procedures
  • Understanding of the Financial Conduct Authority regulations and their impact on the job role, including principles and rules relating to confidentiality, GDPR, Treating Customers Fairly etc.
  • A professional and approachable manner with all internal and external clients
  • Enhanced abilities in numerical and verbal reasoning; ideally qualified to degree level or equivalent
  • Qualified to Certificate in Insurance standard, or willingness to attain Intermediate Financial Services modules IF7, GR1 & IF1
  • A strong influencer and negotiator whose skills can be encouraged in others
Responsibilities
  • Provide strategic and consultative advice, broking and day-to-day guidance to clients across healthcare and wellbeing strategy
  • Supporting clients wellbeing strategy and development
  • Identify, attract, and pursue growth across both existing and new business to WTW; using initiative and sales skills to bring the full value of WTW to clients
  • Project manage and oversee the successful renewal process for a portfolio of clients
  • Management of own client and prospect portfolio in line with the standards of business practice defined by WTW
  • Contribute to the overall business strategy through conceptual ideas and innovation
  • To assess the best products and service options in relation to the requirements of each client
  • To ensure best advice is given at every stage of the sales/renewal process and adherence to regulatory requirements is observed
  • Required to work closely with the support team(s), assisting in the preparation of client reports; ensuring the completed review document accurately reflects the requirements of the client and covers all options available for discussion
  • Networking with colleagues from the wider WTW organisation and business partners to identify growth opportunities
  • Strong Provider relationships are essential to management of all existing and prospective clients
  • Full compliance with the completion of data entry onto the CRM system; checking sales/performance figures on a monthly basis to ensure that they reflect the jobholder’s performance in accordance with their target

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.

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Benefits

Hybrid Work Options

Flexible Work Hours

Company News

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