Full-Time

Pricing and Underwriting Consultant

Commercial Lines, Multiple Teams

Posted on 9/15/2025

Deadline 10/17/25
Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

London, UK + 1 more

More locations: Dorking, UK

In Person

Category
Consulting (1)
Requirements
  • Proven experience in commercial or specialty insurance, with a focus on portfolio management.
  • Proven experience in data collation and developing dashboards to support portfolio management.
  • Strong background in supporting the business planning process.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Ability to work independently and as part of a team.
  • The ability to see the 'big picture', leveraging the resources of related practices to address the clients' business challenges and understanding how portfolio management supports both pricing and underwriting needs.
  • A forward-thinking mindset with a desire to innovate and challenge traditional practices.
  • Excellent stakeholder management skills, with the ability to engage underwriting teams, technology partners, and senior leadership.
  • Ability to work in a dynamic, fast-paced environment and drive change effectively.
  • Advocate for the value of data enrichment in commercial lines portfolio management, pricing and underwriting.
  • Strong communication skills
  • Strong interpersonal and team skills
  • Self-starter attitude and ability to work within ambiguity
  • Strong analytical and creative skills
  • Availability to travel on an as needed basis, domestically and internationally.
Responsibilities
  • Collaborate with clients to assess their current portfolio management processes and identify areas for improvement.
  • Develop and implement strategies to enhance portfolio management functions, ensuring alignment with business objectives.
  • Collect, analyse, and interpret data to support portfolio management decisions.
  • Design and develop dashboards to provide clients with clear and actionable insights.
  • Support clients in the business planning process, including forecasting, budgeting, and performance analysis.
  • Provide training and guidance to client teams on best practices in portfolio management.
  • Stay up-to-date with industry trends and advancements to ensure clients receive cutting-edge solutions.
  • To start to build a market profile as a representative and advocate of WTW commercial and specialty lines portfolio management, underwriting and pricing consulting services and software tools.
  • Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects.
  • Actively seek to be involved in a variety of work to ensure a broad skill set (technical and client) is maintained and developed.
  • Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues.
  • Demonstrate commitment to WTW’s professional standards in managing analyses and in communications with clients.
  • To support the development of new relevant propositions or to enhance current propositions in commercial and specialty lines portfolio management, underwriting and pricing leveraging WTW’s toolset and broader underwriting and pricing intellectual property and resources.
  • Contribute to the development of the company’s intellectual capital including plans for taking this to market.
  • Meet goals for billable hours and intellectual capital development.
  • Support the development of and present proposals to potential clients, demonstrating the economic value of the company’s offerings.
  • Use contacts within current network to obtain introductions to new contacts; work to develop supporters for company’s products and services.
  • Build relationships internally and collaborate effectively on cross-functional teams.
Desired Qualifications
  • Strong communication skills
  • Strong interpersonal and team skills
  • Self-starter attitude and ability to work within ambiguity
  • Strong analytical and creative skills

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