Full-Time

Client Data Integration Specialist

Posted on 9/3/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

Compensation Overview

$40k - $50k/yr

+ Overtime

South Jordan, UT, USA

Hybrid

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

Category
Data & Analytics (1)
Required Skills
SQL
Excel/Numbers/Sheets
Requirements
  • Passion for continual skill development and helping others succeed
  • Positive, proactive attitude
  • Self-motivated, highly analytical, organized and uncompromisingly detail-oriented
  • Excellent time-management skills with the ability to meet or exceed deadlines in a fast-paced environment
  • Introductory knowledge of delimited file conventions, other industry standard data formats, data transmission methodologies, and Microsoft Excel
  • Basic to Intermediate SQL (SQL Server or other) preferred
  • Data Visualization experience
  • Proven ability to develop and improve processes to drive efficiency
  • Excellent interpersonal skills with the ability to relate well to others and understand their concerns
  • Excellent verbal and written communication skills
  • Ability to work well with a team as well as on individually assigned projects
  • Familiarity with Medicare a plus
  • Bachelor’s degree preferred
Responsibilities
  • Ensure that internal and external service levels are met in a timely and high-quality manner
  • Facilitate ingestion, manipulation, loading, maintenance, and delivery of data for existing and new client partners
  • Accurately maintain a tracking log of active and unresolved issues for individual clients
  • Work efficiently with internal departments to ensure smooth internal operations
  • Create and maintain client specific data requirements
  • Resolve escalated issues in a timely manner to promote customer satisfaction
  • Process eligibility data with the highest level of accuracy and integrity
  • Provide QA testing in coordination with clients and their vendors
  • Identify data trends and establish improvement plan with stakeholders
Desired Qualifications
  • Basic to Intermediate SQL (SQL Server or other) preferred
  • Familiarity with Medicare a plus
  • Bachelor’s degree preferred

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