Full-Time

Senior Pensions Calculation Analyst Month Fixed-Term Contract

Posted on 8/27/2025

Tranzact

Tranzact

1,001-5,000 employees

Insurance marketplace with analytics and agents

No salary listed

Dorking, UK

Hybrid

Category
Finance & Banking (1)
Required Skills
SQL
Word/Pages/Docs
Linux/Unix
Excel/Numbers/Sheets
Requirements
  • Strong background in UK occupational pensions.
  • Self-starter attitude and ability to work well within ambiguity.
  • Adeptness at learning new technology and tools.
  • Strong written and verbal communication skills.
  • Strong ability to think through problems and implement solutions.
  • Demonstrated ability to multi-task and work on virtual teams.
  • Process driven with ability to modify approach.
  • Excellent time management and ability to meet deadlines.
  • Working knowledge of MS Excel & Word.
  • Good time management skills and the ability to organize and prioritize own workload.
  • Problem solving and reasoning skills.
  • Ability to work effectively as a self-sustaining contributor or as part of a broader team.
  • Experience establishing standards and procedures and advocate best practices.
  • Some knowledge of Unix-based operating systems, use of the command line and SQL is advantageous but not essential as training will be provided.
  • Strong knowledge of Contracting Out Requirements such as GMP
  • Strong Defined Benefit Knowledge, including historical knowledge of UK Pensions Legislation.
Responsibilities
  • Anticipating client needs (including short-term) and identifying practical solutions to calculation suites.
  • Create tailored client solutions for complex service offerings to provide exceptional experiences to clients.
  • Interact with third parties such as the scheme actuary and solicitors to clarify complex and technical queries.
  • Build confidence in expressing ideas in conference calls or dealing with challenging situations.
  • Providing an efficient, professional service to meet all client needs and to promote the WTW brand.
  • Accountable for the delivery of all projects within your capacity.
  • Work towards developing and optimizing end to end automation.
  • Build on technical expertise/capabilities/skills and contribute towards measurable improvements.
  • Contribute to the implementation of continuous improvement initiatives and single team culture to increase end to end automation efficiencies and results.

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