Full-Time

Client Services

Posted on 8/25/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Customer Experience & Support (2)
,
Requirements
  • Able to work to a high level of accuracy.
  • Able to work well under pressure and meet targets.
  • Interpersonal skills to include good written and verbal communication.
  • Customer and quality focussed.
  • Computer literate.
  • Bachelor’s or Master’s degree in any Major.
  • Experience in either Defined Benefit pension administration and/or Canada/ UK/ US Pension experience essential.
  • 3 - 6 years of experience in pension administration or related field.
Responsibilities
  • Perform and communicate with guidance from other team members in North America/ Canada, routine and recurring plan administration tasks for clients’ defined benefit pension schemes (e.g., benefit calculations, forms review, payment processing).
  • Continuously seek to identify areas where the service to clients/members could be improved and communicate to the Senior Administrator/Team Leader.
  • Deal with queries and requests by the use of standard letters and reference to procedures.
  • Recognise and escalate potential problem and potential complaint cases and procedures.
  • Seek clarification where errors are made.
  • Monitor own workflow to ensure service levels are achieved.
  • Prioritise and manage own workload and maintain a rolling schedule of objectives.
  • Accurately perform manual calculations.
  • Know and live the firm’s values.
  • Assist the wider team in more complex / project work when required.
  • Accountable for own development, identifying and raising any learning needs with Administration Co-ordinator.
  • Understand your role within the team.
  • Support colleagues for holiday cover and workload peaks.
  • Update and maintain skills matrix.
  • Help to provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand.
  • Develop knowledge of clients’ pension schemes.
  • Build and maintain a good relationship with the clients.
  • Be a point of reference for standard automated cases.
  • Deal with all communications within defined quality and service standards.
  • Ensure timely completion of timesheets.
  • Ensure chargeable hours targets are met.

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