Full-Time

Pensions Admin Manager

Posted on 9/8/2025

Deadline 10/28/25
Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Dorking, UK

In Person

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

Category
Operations & Logistics (2)
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Requirements
  • Experience in dealing with DB occupational schemes is essential.
  • Experience as a Pensions team leader is essential
  • Highly experienced in the creation and management of high performing, results driven teams.
  • A track record in achieving business objectives and goals in a fast-paced, team environment.
  • A strong leader and negotiator, with excellent influencing skills and a can-do attitude
  • Experience of presenting to both internal and external stakeholders.
  • Evidence of developing and implementing staffing and training plans to maximise quality, efficiency, utilisation, and productivity.
  • Supporting the team leaders and teams to adopt new processes changes and procedures with a solution orientated mindset.
  • Ability to create a one team mindset that mentors and develops employees to help create a high-performance organization and a capacity for future leaders.
  • Ensure that structures and systems for line management are in place and consistently followed across the team.
  • Experience of working within a client facing environment.
  • Critical thinking to facilitate more in-depth discussions.
  • Excellent time management skills and the ability to oversee multiple concurrent projects, including the ability to support conflict resolution the removal of escalated blockers.
Responsibilities
  • This is a new role whose focus will be on providing an enhanced and empathetic delivery.  From a member experience point of view, you will be the ‘go to’ colleague for the client team and may be required to attend client/trustee calls discussing (but not limited to) member matters that require a high level of customer care.
  • Working with the sales team you will be the administration lead for new business pitches and will take part in the presentations to new prospects, which may require you to travel (travel expenses will be covered) to various locations within the UK.
  • Responsible for the quality and performance objectives defined by WTW and ensuring member first
  • Responsible for the adherence to the change, quality assurance and operational excellence frameworks enabling a quality service.
  • Ability to work with Operations Manager to make commercially focused decisions influencing both internal and/or external stakeholders on service delivery, growth, and continuous improvement to streamline and make effective change to operational service.
  • Accountable for ensuring Team Leads conduct activities in line with internal procedures, policies, and legislation, including industry standards.
  • Ensuring team productivity is at its optimum and is measured.
  • Creating a collaborative culture in which processes are applied consistently within the Community where teams are better enabled to work flexibly to support each other.

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

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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,...

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