Willis Towers Watson

Surety Client Service Lead

Willis Towers Watson$90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • P&C licensed
  • 5-7 years of experience in a Surety environment
  • Strong leadership and team management skills
  • Excellent communication and organization abilities
  • Commitment to continuous improvement and innovation
  • Preferred experience in Epic & Tinubu

Responsibilities

  • Lead and supervise team members, promoting teamwork and knowledge sharing
  • Conduct monthly team meetings focused on development and feedback
  • Communicate corporate directives and ensure adoption of processes
  • Ensure professional handling of client programs including placement and marketing
  • Recruit, interview, hire, train, and mentor new colleagues
  • Engage internal resources to resolve client issues and identify opportunities
  • Maintain a client retention rate of 95% or higher

Benefits

  • Medical, Dental, and Vision insurance
  • Health Savings Account and Flexible Spending Accounts
  • Paid Holidays and Annual Paid Time Off
  • Short-Term and Long-Term Disability
  • 401(k) plan with company contribution
  • Flexible working arrangements to support inclusion and diversity
Full Job Description
Job Description

The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service. This role requires a proactive, detail-oriented professional who can lead by example, drive operational excellence, and foster a culture of accountability and innovation.

The Role
  • Lead and supervise team members, promoting performance, teamwork, and knowledge sharing.
  • Conduct monthly team meetings focused on development and feedback.
  • Communicate corporate directives and ensure adoption of processes and procedures
  • Ensure professional handling of client programs including placement, capacity, rates, indemnity, and marketing.
  • Recruit, interview, hire, train, and mentor new colleagues
  • Oversee seamless account onboarding
  • Engage internal resources & assist in resolution of client issues while focusing on areas of opportunity
  • Maintain a client retention rate of 95% or higher.
  • Meet all client deadlines and respond to inquiries within SLA (e.g., acknowledgment within 24 hours).
  • Seamlessly transition new and reassigned accounts using standardized templates and trackers.
  • Demonstrate urgency and initiative in resolving client issues and supporting Client Service Specialists
  • Drive adoption of centralized processes and technology tools.
  • Ensure compliance with WTW procedures to eliminate errors and omissions
  • Maintain data integrity in client and WTW records
  • Demonstrate ability to effectively communicate with internal and external clients/peers/sureties
  • Support other Surety staff as needed
  • Attend client meetings as required


Qualifications

The Requirements
  • P&C licensed
  • Minimum - 5-7 years of relevant working experience in a Surety environment
  • Strong leadership and team management skills
  • Excellent communication and organization abilities
  • Commitment to continuous improvement and innovation
  • Experience in Epic & Tinubu preferred


This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
  • Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.


At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

About Willis Towers Watson

Willis Towers Watson is a global insurance and risk management company that provides a range of services to clients in more than 140 countries. The company was formed in 2016 through the merger of Willis Group Holdings and Towers Watson & Co. Willis Towers Watson offers a range of insurance products, including property and casualty insurance, life insurance, and health insurance. The company also provides risk management and consulting services, including actuarial services, investment consulting, and human capital consulting. Willis Towers Watson is known for its expertise in risk management and its ability to help clients navigate complex insurance and regulatory environments.
Learn more about Willis Towers Watson
Size
46,000 employees
Market Cap
$26.2 billion
Industry
Net Income
$996 million
Founded
1828
5 Year Trend
+2.7%
Revenue
$9.3 billion
NASDAQ

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