Full-Time

Senior Client Advocate

Posted on 10/1/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

Compensation Overview

$450k - $460k/yr

+ Bonus

No H1B Sponsorship

New York, NY, USA

In Person

Category
Sales & Account Management
Required Skills
Risk Management
Excel/Numbers/Sheets
Requirements
  • High School Diploma required; Bachelor’s Degree preferred
  • At least 15 + year’s client management and/or insurance sales experience, preferably with an insurance brokerage industry leader, preferably in Natural Resources Oil & Gas Industry
  • Experienced in middle-market to large account risk management.
  • Demonstrable & current in-depth knowledge & understanding of the industries and sectors of their account businesses, including the main products & services produced and processes used
  • A comprehensive & broad network of active contacts
  • First-class interpersonal skills, including relationship building & maintenance
  • Excellent communication (verbal & written), numerical, presentation & organizational skills
  • Self-motivated with the ability to work effectively as part of a team in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
  • The candidate must have proficient working knowledge of Microsoft Office systems, including Excel
  • Insurance broker’s P&C license required.
Responsibilities
  • Proactively & positively managing Willis Towers Watson’s business relationship with the client
  • Coordinating and taking ultimate responsibility for the comprehensive delivery of Willis Towers Watson’s service to the client and ensuring the integrity of said provision at all times.
  • Ensuring that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
  • Increasing the profitability of the client account & ensuring retention of that business over time
  • Manage all client renewals through the various Willis Towers Watson placement teams
  • Assist with the preparation and delivery of our value proposition on new business
  • Leading by example and providing a strong role model and influence on others for best Client Advocate practices
  • Contributing to the revenue growth of the office
Desired Qualifications
  • Previous managerial or leadership experience in a client-facing mandate would be highly advantageous
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

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