Full-Time

Project Manager

Finance

Posted on 7/22/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Business & Strategy (1)
Requirements
  • At least 10+ years experience as an IT Project Manager essential, with proven capabilities in managing IT projects in a global environment.
  • BS/BA degree in a relevant Business or Information Technology area; Masters degree a plus.
  • Exceptional written and oral communication skills, with a demonstrated ability to form alliances, collaborate with internal clients, and fulfill business needs.
  • Working knowledge of, or ideally certification in, one or more project management methodologies or practices (e.g., PMP).
  • A strong understanding of SDLC methodologies, including Waterfall and Agile.
  • Ability to understand Stakeholder requirements, their strategies, goals, processes and problems and document them in an organized and formal manner, prioritizing feedback, new requirements and service change requests.
  • Expertise with Microsoft Project or similar project management software tools required; experience with Word, Excel, and Visio also required.
  • Extensive experience developing business cases, project scope / charters, requirements documentation, test plans, status reports, and delivery / transition plans preferred.
  • Prior budgetary responsibility, or involvement with planning/forecasting/budget policies or processes, a plus.
  • The ideal candidate will have experience with significant Oracle implementations, including but not limited to any EBS/ERP modules, BI/OBIEE, and/or Cloud-based environments.
  • BS/BA degree in a relevant Business or Information Technology area; Masters degree a plus.
Responsibilities
  • Creation of Business Case, Vision, and Scope documents for Corp Apps projects.
  • Budget Management in the context of project delivery.
  • Stakeholder Management during all stages of project lifecycle.
  • End-to-End Project Delivery from inception to rollout and transition.
  • Support and align with the Corp App application road map.
  • Management of Assigned Projects in Planview Tool in Alignment with PMO Processes.
  • Production Transition and Operational Acceptance Assurance.
  • Compliance with and responsiveness to Internal Audit requirements.

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.

Help us improve and share your feedback! Did you find this helpful?

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