Full-Time

Business Change Manager Client Services Delivery

Client Services, Change Management

Posted on 7/25/2025

Deadline 10/31/25
Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Leeds, UK + 2 more

More locations: Dorking, UK | Welwyn Garden City, UK

Hybrid

The majority of colleagues work in a hybrid style, with a mix of remote, in-person, and in-office interactions.

Category
Customer Experience & Support (2)
,
Required Skills
JIRA
Risk Management
SCRUM
Confluence
Requirements
  • Highly experienced project manager with experience across Waterfall, Scrum and hybrid (W-Agile) methodologies
  • Previous experience in provisioning of new digital products and/or migration of large scale technology systems
  • Pension or Pensions Product knowledge
  • Proven leadership experience in achieving successful project outcomes.
  • Track record of delivering strong results in large scale/complex software development projects.
  • Experience working with distributed software development products and teams.
  • Demonstrated Ability to lead cross functional teamwork in and across teams and organizations.
  • Strong verbal, written, interpersonal communication and negotiation skills.
  • Ability to develop project plans, manage individual deadlines and goals, including project metrics and dashboards.
  • Strong ability to identify potential issues and dependencies early.
  • Quickly facilitates mitigation plans, alternative approaches and communication of risks.
  • Experience with JIRA, Confluence, SharePoint beneficial
  • Analytical thinker with creative problem solving skills and attention to detail.
  • Good working knowledge of recognized Project Management frameworks e.g. Prince 2, PMBOK
  • Change management experience on complex projects
  • Drive and enthusiasm with the ability to motivate teams to deliver
  • Ability to create an environment that encourages professional development
  • Ability to build strong working relationships, with IT and business managers
  • Ability to influence, network and collaborate with stakeholders
  • Negotiation and persuasion skills
  • Excellent and effective communication
  • Actively practices emotional intelligence (empathy, self-awareness, self-motivation, self-management) on project teams and throughout the enterprise.
Responsibilities
  • Lead the delivery and change management activities across the migration of existing/new clients onto Outsourcing GB’s new digital pension products
  • Implement new systems and services for the administration of client pension schemes
  • Focus on project delivery, covering all aspects of project management (project planning, milestone tracking, resource management, project governance, stakeholder management)
  • Work with the Business Change Lead to implement Change Management best practices
  • Provide timely and accurate reporting across workstream(s)
  • Build effective relationships with key stakeholders, providing clear and regular updates on progress
  • Articulate prioritisation requests when required, clearly articulating impacted to delivery
  • Contribute to the management of project and program Steering Committees
  • Foster trust and collaboration across all team members to work as one unit, assisting teams to resolve destructive conflict
  • Partner with the workstream lead(s) to define detailed project plans, shaping milestones and key deliverables
  • Work within the project team to deliver detailed work-break down structure, capturing dependencies and balancing resource constraints within the workstream
  • Track and manage the progress of committed deliverables
  • Co-ordinate working group meetings across the delivery team and SMEs within the business
  • Govern and report on the health of the project, maintaining RAID logs, meeting materials, project plans and project status
  • Work autonomously to identify and resolve risks and issues, providing solutions to enable effective delivery of business objectives
  • Work collaboratively with client managers, operational teams and clients to capture any client specific business implementation requirements
  • Manage the delivery of business and client acceptance plans and reporting metrics
  • Maintain a constant focus on post-transitional operations to identify and resolve any business impacts
  • Define and manage the business change activities to successfully deliver the project, including (but not limited to) strategy and plans across communications, training, testing, rollout and transition, operating model
  • Actively manage dependencies across projects and programs
  • Provide high quality, timely, accurate materials at all times to all stakeholders
  • Communicate with all stakeholders to ensure that all central team deadlines are met
  • Coordinate and share best practices across the transformation function as needed to drive efficiency
  • Ensure that Lessons Learnt sessions are undertaken by the team and all outputs are logged and tracked
  • Ensure that benefit realisations from all deliveries are recorded centrally
  • Ensure adherence to all project policies and standards, as set by the Head of Technology Management.
Desired Qualifications
  • Experience with JIRA, Confluence, SharePoint beneficial

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