Full-Time

Analyst – Health and Benefits

Client Service Team

Posted on 9/26/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

Compensation Overview

$60k - $75k/yr

+ Bonus

No H1B Sponsorship

Minneapolis, MN, USA

In Person

Category
Consulting (1)
Required Skills
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree or up to 2 years’ experience working in professional services
  • Well organized and detail oriented; ability to manage multiple projects with competing deadlines
  • Strong client service orientation and ability to respond to all communications effectively and in a timely manner
  • Strong written and verbal communication skills
  • Self-starter attitude and ability to work independently and as part of a team
  • Strong analytical, creative and integrative skills
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • Pursuit of professional certification (CEBS, GBA, SPHR, etc.), or health and welfare actuarial / underwriting training encouraged
Responsibilities
  • Support the client service team by contributing to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients.
  • Building strong relationships with clients by effectively addressing questions and needs
  • Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)
  • Supporting program vendor procurement and implementation
  • Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
  • Contributing to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
  • Supporting benchmarking and other research engagements; providing value added analyses and summaries
  • Analyzing and comparing vendor products, services and contracts
  • Building relationships internally and collaborate effectively on cross-functional teams
  • Ensuring all deliverables align with client objectives, leverage WTW standard tools and templates, and adhere to WTW professional excellence standards
Desired Qualifications
  • Pursuit of professional certification (CEBS, GBA, SPHR, etc.), or health and welfare actuarial / underwriting training encouraged

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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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