Full-Time

Filled Sales and Client Relationship Director

Posted on 7/3/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

London, UK

Hybrid

Category
Sales & Account Management (2)
,
Requirements
  • Client management experience.
  • Proven insurance industry experience related to servicing middle market and large risk managed accounts.
  • Strong technical knowledge of product area and industry.
  • Expertise in the power generation industry, including knowledge of key trends, challenges, and opportunities.
  • Ability to provide consultation and expert advice to management on risk management issues.
  • Ability to focus on delivering exceptional client service while working in a fast-paced, high-volume environment with minimal supervision.
  • Strong analytical and critical thinking skills.
  • Excellent verbal and written communication skills.
  • Interpersonal skills, including relationship-building skills with clients and co-workers.
  • Ability to work independently and self-motivated.
  • Ability to work in a team setting.
  • Ability to multi-task and work in a fast-paced environment.
  • Strong customer service skills.
  • Strong presentation skills.
  • Understanding of the power generation industry, including key segments such as vertically integrated portfolio generators, combined cycle gas turbines (CCGTs), coal-fired generators, waste to energy, power barges, gas transmission and distribution, and electricity transmission and distribution.
  • Knowledge of operational insurances such as physical damage, machinery breakdown, business interruption, and third-party liabilities.
  • Familiarity with risk engineering that enable the expansion and improvement of power generation facilities.
  • Awareness of the latest trends in electrification and renewable energy, including the growing demand for electricity driven by industrial electrification, data centres and commitments to decarbonization.
  • Experience in managing power generation insurances, including complex retrofit projects and new construction projects.
Responsibilities
  • Plays an active role with clients, spending a significant proportion of their time on the pitch e.g., participates in major client meetings & stays abreast of account development.
  • Supports client development opportunities as an industry expert, to reinforce CRD relationships.
  • Leads development strategy, execution, and business growth.
  • Oversees regional marketing efforts. Supports and drives key campaigns and focus areas at a regional level (e.g., Climate Risk and the Energy Transition).
  • Leverages industry expertise to identify client needs in geography and provide innovative integrated value propositions across Willis Segments.
  • Enhances industry awareness of Willis and brand/proposition and creates/adapts IP for external publication in Geography.
  • Prepares proposals and presentations of appropriate products and services, using marketing resources, practice groups, and other technical specialists.
  • Research and compiles answers to client policy and coverage questions.
  • Initiates relationships with and communicates with client decision-makers and insurer personnel.
  • Identifies, compiles, and manages information regarding account renewal and cross-sell opportunities.
  • Requests and implements policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures.
  • Manages all client deliverables and delivery within mandated timeframes.
  • Develops program design and final proposals for clients.
  • Assists in the preparation of client submissions.
  • Maintains accurate client database and sales pipeline

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