Full-Time

Client Advocate

Commercial Insurance, Life Sciences Practice

Posted on 8/26/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

No H1B Sponsorship

Salt Lake City, UT, USA + 45 more

More locations: Boston, MA, USA | Las Vegas, NV, USA | Indianapolis, IN, USA | Houston, TX, USA | New Orleans, LA, USA | Nashville, TN, USA | Austin, TX, USA | Detroit, MI, USA | Cleveland, OH, USA | Stamford, CT, USA | Tampa, FL, USA | Livingston, NJ, USA | Grand Rapids, MI, USA | Miami, FL, USA | Birmingham, AL, USA | Raleigh, NC, USA | Philadelphia, PA, USA | Tempe, AZ, USA | Wichita, KS, USA | Ann Arbor, MI, USA | Portsmouth, NH, USA | Charlotte, NC, USA | Fort Lauderdale, FL, USA | Arlington, VA, USA | Reno, NV, USA | Milwaukee, WI, USA | Edgewater, NJ, USA | Pittsburgh, PA, USA | Fort Myers, FL, USA | Greensboro, NC, USA | Cheyenne, WY, USA | Columbus, OH, USA | Hartford, CT, USA | Oklahoma City, OK, USA | Phoenix, AZ, USA | Jacksonville, FL, USA | Portland, OR, USA | Columbia, SC, USA | Portland, ME, USA | Atlanta, GA, USA | Richardson, TX, USA | Mobile, AL, USA | Cincinnati, OH, USA | Overland Park, KS, USA | Montgomery, AL, USA

Hybrid

The majority of our colleagues work in a hybrid style, with a mix of remote, in-person and in-office interactions.

Category
Sales & Account Management (1)
Required Skills
Risk Management
Requirements
  • Targeted 10+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities
  • Proven experience managing complex accounts in the Life Sciences industry.
  • Strong understanding of the healthcare and regulatory landscape, particularly as it applies to pharmaceuticals, biotech, medical devices and clinical trials.
  • Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
  • Ability to interpret, analyze, and present analytical models
  • Relationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution
  • Negotiation skills: ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals and the ability to drive conflict resolution and secure concessions mitigating injury to client relationships
  • Business Acumen: knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
  • Knowledge of commercial insurance renewal end-to-end process, steps and owners
  • Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
  • Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
  • Receptive to feedback; critical thinking and problem-solving skills, high adaptability
  • Intellectual curiosity to help develop innovative and creative ideas
  • Proficient Microsoft Office skills and familiarity with other relevant online tools
  • Must possess and maintain insurance brokers P&C license and complete various continuing education activities as needed
Responsibilities
  • Serve as the primary relationship manager for life sciences clients, ensuring delivery of the WTW Client Promise.
  • Develop and implement strategic risk management solutions tailored to the highly regulated and globally dynamic life sciences sector.
  • Lead client engagements, including RFP responses, oral presentations, and stewardship reporting.
  • Collaborate with WTW’s Life Sciences practice leaders, leveraging its global network of over 200 practitioners and 700+ clients to deliver specialized insights and services.
  • Coordinate with broking and analytics teams to implement structured reinsurance and insurance solutions.
  • Monitor industry trends such as regulatory shifts, supply chain disruptions, and emerging technologies to proactively advise clients.
  • Drive the renewal process and ensure compliance with legal and regulatory requirements.
  • Mentor junior team members and contribute to the development of best practices within the team.
Desired Qualifications
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

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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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