Client Services Manager: Vital Oversight

Alera Group•UNAVAILABLE, UNAVAILABLE

9d•Remote

About The Position

Vital Incite, an Alera Group company, is looking to add an experienced Client Services Manager to their team. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Make an Impact: Your work supports businesses and individuals in protecting what matters most. Grow With Us: We invest in development, mentorship, and long-term career growth. The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business. National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

Requirements

3+ years in client services, account management, operations, or similar client‑facing roles
Experience in healthcare, insurance, or professional services environments
Strong client communication and relationship management skills
Ability to manage multiple priorities, deadlines, and client deliverables in a fast-paced setting
Experience coordinating reporting and working cross-functionally
Highly detail-oriented with strong organizational and administrative capabilities
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
Strong analytical and problem-solving skills
Detail-oriented with a focus on accuracy and quality
Organized with strong reporting and administrative follow-through
Clear, effective communicator (internal and external)
Self-starter who is proactive and accountable
Collaborative, team-first mindset
Client-first approach with a focus on service and responsiveness

Responsibilities

Own the day-to-day client relationship for assigned Vital Oversight clients and serve as the primary point of contact for routine communications.
Build and maintain strong client relationships through proactive communication, responsiveness, and consistent follow-through.
Ensure client questions, requests, and issues are addressed promptly and escalated appropriately when needed.
Maintain a clear understanding of each client's priorities, deliverables, and ongoing service needs to support long-term client success.
Track all client-specific work, reporting deadlines, monthly Vital Oversight workbook population, carrier outreach, and follow-up items to ensure commitments are completed accurately and on time.
Compile, review, and coordinate client reporting to ensure information is accurate, complete, and delivered within established timelines.
Maintain visibility into all client timelines and proactively identify upcoming deliverables, risks, or delays that could impact client satisfaction.
Maintain organized and accurate client records, reporting files, Vital Oversight workbooks, and documentation to support consistent service delivery and completion tracking.
Work closely with all Vital Oversight team members to ensure assigned responsibilities are completed timely in support of client success.
Coordinate internal workflows across clinical, claims, analytics, and oversight functions to keep client work moving from request through completion.
Monitor progress on client deliverables and follow up with team members to ensure deadlines, quality standards, and client expectations are met.
Identify process improvement opportunities that strengthen client service, reporting workflows, and team accountability.
Coordinate meetings between Vital Oversight, clients, and vendor partners, ensuring the right participants, materials/agendas, and follow-up actions are in place.
Manage day-to-day communications with clients in a professional, timely, and service-oriented manner.
Manage and track all carrier outreach, including timely communications, follow-up, and coordination with internal teams, clients, and vendor partners.