Client Services Manager: Vital Oversight
Location: Remote (in EST or CST)
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.
Position Summary
The Client Services Manager plays a critical role in supporting the success of Vital Oversight clients by owning the day-to-day client relationship for each assigned account. This position is dedicated to the success of Vital Oversight and is responsible for tracking client work, coordinating internal team activities, compiling accurate client reports, ensuring Vital Oversight workbooks are populated monthly and tracked through to completion, and ensuring all deliverables are completed and communicated on time. This role partners closely with all Vital Oversight team members, clients, and vendor partners to drive accountability, support service excellence, and ensure exceptional client experience.
What You’ll Do / Your Impact
Client & Relationship Partnership
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.
Client Deliverables & Reporting Oversight
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.
Cross-Functional Coordination & Accountability
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.
Coordination & Communication
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.
Qualifications:
What You Bring
Required Experience & Skills
Core Competencies
Compensation:
Salary range: $65,000 – $85,000 per year
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Remote (in EST or CST)
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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