Full-Time

Pensions Team Leader

Pensions Administration

Posted on 8/7/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Leeds, UK

In Person

Category
Consulting (1)
Required Skills
Word/Pages/Docs
Risk Management
Excel/Numbers/Sheets
Requirements
  • Previous experience working in an occupational pension administration team carrying out administration processes.
  • Experience and knowledge of Pensions Legislation and Regulations and applying these within an administration team in response to changes or new legislation.
  • Prior experience of managing a team incorporating all stages of management from recruiting, managing performance and career development or alternatively experience of mentoring/training within pensions administration alongside demonstrable technical pension expertise.
  • Experience in effective work allocation and an ability to achieve comprehensive client service levels.
  • Experience in chairing operational client meetings and managing a client relationship would be an advantage.
  • Excellent organisational and time management skills and being able to manage own workload, wider teamwork load and multiple client member queries at the same time, whilst maintaining a high-quality service.
  • Excellent people skills to include excellent written and verbal communication and use of Microsoft Excel and Word.
  • Experience of managing a hybrid/cross locational team.
  • Experience of managing colleague progression in PMI qualifications would be an advantage.
Responsibilities
  • Manages and ensures client work is delivered in line with contractual service level agreements whilst adhering to WTW quality standards.
  • Allocates and monitors work throughout the day taking ownership and accountability of the team’s performance ensuring this is in line with service levels expected both in regard to output and work quality.
  • Acts as a point of escalation for complex work, complaints, and colleague concerns.
  • Coaches, mentors and drives colleague recruitment, training and development. This includes proactive management of colleague development, training and performance management as well as absence management where required.
  • Manages competency across the team to ensure sufficient knowledge and develops succession plans.
  • Conducts the interview processes for new and existing colleagues to assist with selection of new team members or promotions within the team.
  • Effectively communicates at an individual and team level to ensure any issues or concerns are proactively managed and addressed. This includes leading regular team meetings as well as regular 121 meetings with the team members to ensure their performance is proactively managed and they are supported in the achievement of their goals.
  • Encourages effective team working ensuring the team display the WTW values of Teamwork, Integrity, Respect and Excellence.
  • Applies working knowledge of pension legislation and regulations to day-to-day work and creates simple processes and guidance for the team to ensure a compliant service to members and clients.
  • Leads on complex project work within operational client meetings.
  • Drives best practice, finds opportunities for continuous improvements and right shoring across the team.
  • Finds, mitigates and/or escalates risks, implementing appropriate controls where required.
  • Ensures team adherence to WTW policies and procedures including completion of mandatory trainings, and compliance with data security.
  • Escalates and reports errors and complaints via the correct channels, finding risks and the root cause, and resolves cases quickly.
Desired Qualifications
  • Experience in chairing operational client meetings and managing a client relationship would be an advantage.
  • Experience of managing colleague progression in PMI qualifications would be an advantage.

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