Full-Time

Health and Benefits Client Delivery Director

Posted on 8/29/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

Compensation Overview

$140k - $165k/yr

+ Annual short-term incentive bonus

Houston, TX, USA + 1 more

More locations: Chicago, IL, USA

Hybrid

Category
Operations & Logistics (2)
,
Required Skills
Sales
Requirements
  • Significant experience and success in leading benefits and/or outsourcing engagements.
  • Track record of success in managing large client relationships and leading cross-functional teams.
  • Proven ability to contribute to revenue generation.
  • Experience in managing multiple people and projects and producing quality deliverables on time and within budget.
  • Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges.
  • 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.
  • Interest and aptitude in keeping abreast of latest developments in benefits and outsourcing plan strategy and contributing to the development of new tools and approaches
  • Ability to travel and work extended hours as needed
  • An undergraduate degree is required; advanced degree preferred
Responsibilities
  • Client management: staffing, scope management, client satisfaction and reference ability, client profitability; expansion of existing outsourcing relationships by solving our clients’ problems and meeting their administration needs. Contribute thought leadership to the overall development of our outsourcing business.
  • People: leadership and management related to a group of colleagues who primarily support the clients assigned to the work team in terms of staffing, resource utilization and development, engagement and retention.
  • Operational/Quality Management: ensure team(s) are meeting / exceeding client deliverables in a cost-effective manner, including all contractual service level agreements; actively work with team(s) as needed to quickly and proactively address any quality concerns. Promote quality standards and processes throughout all client teams.
  • Financial management: overall budget responsibility for your work team and client engagements.
  • Business Expansion: partner with our sales teams on the acquisition of new clients.

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