Client Service Specialist, Healthcare Analytics

Overview

Client Service Specialist, Healthcare Analytics

Location:

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

The Client Service Specialist, Healthcare Analytics provides administrative and operational support to Vital Incite’s Strategy team. This position reports to the VP of Strategy, with a dotted-line reporting relationship to the VP of Vital Oversight. The Client Service Specialist will work closely with the Strategy and Vital Oversight teams to help ensure clients receive timely, organized, and responsive service. By managing important client support processes and staying focused on Vital Incite’s mission to provide exceptional service and outcomes, this role is critical to maintaining an effective and consistent client experience.

Responsibilities

• Coordinate required paperwork and documentation for new and existing client user access.
• Manage user access requests, updates, and removals across applicable client-facing systems.
• Maintain accurate user access records and support periodic access reviews in collaboration with the VP of Data Enablement.
• Support data entry in Navigator, JIRA and other administrative systems to support maximizing technology to support strategy efforts.
• Support the Strategy team in scheduling client meetings, training sessions, and other client-related or internal training activities.
• Assist clients with access to forms, training manuals, user guides, and other support resources.
• Coordinate the distribution of client materials and help ensure documents remain current, accurate, and accessible.
• Develop, administer, and report on Employee Needs Surveys for clients.
• Provide administrative support for the development, formatting, editing, and maintenance of training manuals, presentations, forms and other client-facing documents.
• Maintain organized files and document libraries for client resources, training materials, survey reports, and user access documentation.
• Support Vital Oversight team with documentation management and admin assistance.
• Gather, organize, and prepare information required for client service and administrative reporting.
• Communicate with clients and internal team members to track requests, coordinate next steps, and support timely follow-up.
• Perform other duties and responsibilities as assigned.

Qualifications

Required Qualifications

• High school diploma or equivalent required; bachelor's degree preferred
• Client service, administrative support, project coordination, or similar background.
• Supporting client-facing teams and coordinating client communications.
• Coordinating meetings, training sessions, and other client-facing activities.
• Managing user access requests and related documentation.
• Developing, formatting, and maintaining training materials, forms, presentations, and other client-facing documents.
• Organizing, summarizing, and reporting information for different audiences.
• Administering surveys and preparing survey results or reports.

Compensation

• Salary Range: $60,000–$70,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development opportunities

Additional Information

Work Arrangement

This position can either be a hybrid position local to the Indianapolis Metro area, or remote with a work schedule aligned to the Eastern Time Zone.

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.

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