Sign upLog in

Client Services Manager: Vital Oversight

Alera Group

Chicago, Illinois(remote)

Apply
JOB DETAILS
SKILLS
Brokerage, Business Support, Communication Skills, Cross-Functional, Customer Experience, Customer Relations, Customer Satisfaction, Customer Service Management, Customer Support/Service, Data Quality, Develop and Maintain Customers, Follow Through, Mentoring, Organizational Skills, Plan Meetings, Problem Solving Skills, Process Development, Process Improvement, Project Tracking, Quality Metrics, Service Delivery, Support Documentation, Team Player, Time Management
LOCATION
Chicago, Illinois
POSTED
5 days ago
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 i

About the Company

A

Alera Group

Resume Resources

Free Resume TemplatesFree Resume Builder