Full-Time

Health and Benefits Director

Posted on 10/4/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

No H1B Sponsorship

Philadelphia, PA, USA

In Person

Category
Consulting (1)
Required Skills
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 10+ years’ experience and demonstrated success in the design/management of complex health and welfare plans gained in a consulting or brokerage environment
  • Proven ability to generate revenue
  • Track record of success in managing and growing client relationships
  • An executive presence with polished and well developed written and oral communication skills
  • Superior ability to influence and collaborate with senior management and work across all levels of an organization
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • CEBS designation, or health and welfare actuarial or underwriting training desired
  • Bachelor's degree strongly preferred; HS diploma required
Responsibilities
  • Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards
  • Proactively advising clients and ensuring the delivery of superior client service
  • Leading vendor procurement strategy, negotiation, implementation, and optimization activities
  • Engaging specialist resources and subject matter experts to solve for client needs and generate new business
  • Materially growing Health and Benefits revenue through: Anticipating client needs and cross-selling new solutions to current clients; Serving as the Health and Benefits expert in new client pursuits by crafting solutions to meet prospect needs
  • Demonstrating extensive leadership ability by directly managing and/or mentoring other colleagues
  • Conducting final review deliverable to ensure alignment to client objectives, leverage of optimal WTW recommendations, services and solutions, and adherence to WTW professional excellence standards
Desired Qualifications
  • CEBS designation, or health and welfare actuarial or underwriting training desired
  • Bachelor's degree strongly preferred

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