Full-Time

Pensions Project Manager

Project Management, Defined Benefit Pensions

Posted on 9/4/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

London, UK + 6 more

More locations: Leeds, UK | Birmingham, UK | Dorking, UK | Bath, UK | Manchester, UK | Midlothian, UK

Hybrid

The role can be based out of any of the listed offices.

Category
Business & Strategy (1)
Required Skills
Risk Management
Requirements
  • A strong working background in UK Defined Benefit pensions
  • Evidence of successful project delivery and client facing experience
  • Prince 2 qualified or similar (e.g. APM, PMP, CSM) or a willingness to sit these
  • Clear, concise and confident communication skills (both verbal and written)
  • Experience in facilitating and leading project meetings / workshops and taking effective notes
  • Proactiveness and assertive management approach to drive project outcomes
  • Strong stakeholder management experience
Responsibilities
  • Apply your pensions technical knowledge, consulting skills and project management experience to proactively guide your project teams to the optimal project outcomes
  • Develop detailed project plans to monitor and track progress
  • Establish a robust project governance framework
  • Provide day-to-day project management, working closely with your project teams and external stakeholders to deliver project milestones within scope and budgets
  • Lead and document project calls and facilitate planning workshops
  • Drive high quality client project delivery, operational efficiency and effectiveness
  • Carry out continual project improvement reviews and ensure thorough tranche reviews are carried out at appropriate project milestones
  • Ensure that the project documentation, such as risk logs, action plans, project plans are actively maintained

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