Full-Time

Technical Placement Corporate

Posted on 9/10/2025

Deadline 11/30/25
Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Sant Cugat del Vallès, Barcelona, Spain

In Person

Category
Finance & Banking (1)
Requirements
  • 1 years of insurance experience in a market facing or underwriting role required; Property and Casualty license required.
  • Technical insurance skills to apply knowledge of coverage forms in analysis of program design, identification of coverage gaps and ongoing coverage consultation.
  • Demonstrated excellence in interpreting, analyzing and presenting models in a logical, systematic way
  • Ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs.
  • Demonstrated ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
  • Solid presentation skills (written and oral); ability to drive complex/technical conversations and engage at executive level.
  • Intermediate to advanced Excel skills (i.e., pivot tables, formulas, macros, etc.); spreadsheet creation / manipulation a plus.
  • Ability to deal with difficult client and market situations.
  • Receptive to feedback: critical thinking and problem-solving skills; high adaptability.
  • Language skills: Your mother tongue is Spanish, and you have a very good knowledge of English.
Responsibilities
  • Complete Risk Assessment and Definition.
  • Review and validation of risk underwriting information.
  • Determine required benchmarking based on client desires, broking and retention strategies.
  • Define and design the optimal risk program and structure. Prepare proposals, calculate premium and issue quote.
  • Process claims information to produce claims projections and studies to design and analyse different deductibles scenarios.
  • Prepare risk inspection and verification reports, including their identification and quantification.
  • Conduct client meeting(s) with market(s).
  • Deliver broking advice to Clients.
  • Submission and requests to market generation. Obtain long list of quotes from carriers.
  • Prepare benchmarking analyses of market quotes.
  • Work closely with CRMs to solve specific customer problems and identify opportunities to increase the value of the insurance programme and services quality.
  • Align with relevant partners / carriers and coordinate market responses and proposals with other teams involved in RFPs / bid management.
  • Technical support to S&CS.
  • Responsible for Broking Platform data loading.
  • Contractual document preparation (offers to client, policy check).
  • Complete surplus lines filings, fee & tax payments, and report consistently

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

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