The Client Strategy Manager is responsible for driving internal account management for priority clients, leading strategic planning for client accounts, mentoring staff, and ensuring project success. This role requires collaboration with various teams to enhance service delivery and client relationships while leveraging CRM systems for sales activities.

The Customer Support Specialist I role focuses on enhancing customer service experiences by troubleshooting and resolving basic issues with Vertafore products. Responsibilities include handling inbound communications, educating customers, applying product knowledge to assist clients, and documenting case resolutions.