VTL - Client Services Manager: Vital Oversight

Overview 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. About Alera Group 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. Why Alera Group 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. Responsibilities 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 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 Core Competencies 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 Additional Information 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) Professional Development – Alera Group Academy 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. 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