Full-Time

Team Leader

Placing and Billing, Great Britain

Posted on 7/17/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Operations & Logistics (8)
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Requirements
  • Any Graduate / Postgraduate
  • Excellent verbal and written communication skills.
  • Good Interpersonal skills
  • Good Analytical skills
  • Stakeholder Management
Responsibilities
  • Deliver/ Manage KPI's and metrics in line with the prescribed targets
  • Prioritize and organize work according to business priorities.
  • Driving process improvements within team for improved efficiency, client experience or better risk controls
  • Periodic review of process risks and ensuring adequate controls are in place.
  • Meeting with stakeholders to discuss process related challenges and opportunities
  • Work with relevant stakeholders for effectively resolving escalations.
  • Complete ad-hoc tasks as directed by Manager.
  • Proactively support key initiatives that have been delivered to implement change.
  • Forecasting and planning of resource requirements
  • Manage resources efficiently through peaks and troughs in the business cycle.
  • Ensure contingency planning is in place for critical resources
  • Setting appropriate goals & expectations for the team and conducting regular progress reviews.
  • Work closely with individuals and groom them to their full potential.
  • Assessing and developing competency levels to make sure team members have the expertise needed to add value to the business.
  • Proactive identification of performance issues. Creating action plan and coaching them to improve performance.
  • Conduct 1-1 and team meetings in line with Operational Engagement Framework.
  • Managing attrition and absenteeism in the team.
  • Monthly nominations for SPOT award and R&R
  • Conduct and document half yearly and yearly appraisals for team members. Obtain feedback from Technical Leader
  • Recognise high performers and engage them with right opportunity

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