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321 Brand + Social House · -

Senior Client Account Strategist (Digital / Insurance Focus)

United States, Orlando 85000.00 - 95000.00 USD / Year · Job Posted March 18, 2026
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Job Description

As a Senior Client Account Strategist (Digital) - Insurance Specialist at 321, you will play a dual role as both a strategic leader and digital marketing expert with deep expertise in the insurance sector. You will own high-level client relationships and performance outcomes while leveraging specialized digital execution expertise across paid campaigns, CRM initiatives, and full-funnel customer strategies tailored to the unique dynamics of home and auto insurance marketing.

Job Responsibility

  • Serve as the senior lead across insurance-focused client accounts
  • Develop and guide comprehensive digital marketing strategies
  • Lead high-level planning meetings, campaign reviews, and growth strategy sessions
  • Translate complex insurance business objectives into actionable digital strategies
  • Navigate insurance industry regulations and compliance requirements
  • Understand and optimize for insurance-specific metrics
  • Actively apply AI-driven tools and techniques
  • Lead digital campaign planning and audience targeting strategies across platforms
  • Own the development and optimization of sophisticated customer journey strategies
  • Develop multi-touch attribution models
  • Design and execute strategies for seasonal insurance marketing opportunities
  • Create targeting strategies that leverage life event triggers
  • Define campaign KPIs, budget allocations, and messaging priorities
  • Oversee planning and execution of lead generation campaigns
  • Ensure campaigns align with key performance metrics across the funnel
  • Create and present strategic campaign briefs and performance analysis
  • Maintain deep understanding of home and auto insurance market dynamics
  • Stay current on insurance industry trends and regulatory changes
  • Understand insurance product positioning
  • Leverage knowledge of insurance shopping behaviors
  • Apply expertise in insurance customer personas
  • Develop strategies that address insurance-specific objections
  • Mentor other Client Strategists and Digital Account Strategists
  • Partner with department leadership to improve internal digital tools and workflows
  • Lead by example in digital best practices
  • Share insurance industry insights
  • Guide development of sophisticated CRM campaigns
  • Design nurture sequences for insurance
  • Develop re-engagement strategies
  • Analyze customer behavior and engagement data
  • Identify and define high-impact opportunities
  • Create CRM segmentation strategies
  • Lead creative brief development
  • Monitor, analyze, and collaborate to optimize campaign and account performance
  • Track performance across all digital channels
  • Build and present comprehensive monthly performance reports
  • Provide actionable insights
  • Optimize campaigns for insurance-specific conversion events
  • Build lasting client relationships
  • Lead onboarding for new insurance accounts
  • Collaborate with business development to identify growth opportunities
  • Own revenue planning, budget tracking, and invoicing
  • Position 321 as a thought leader in insurance marketing innovation

Requirements

  • 6+ years in digital marketing strategy, client strategy, account management, or marketing consulting—preferably in an agency environment
  • 3+ years of direct experience marketing insurance products, specifically home and auto insurance (personal lines focus required)
  • Demonstrated success managing high-value insurance client relationships and leading complex digital marketing campaigns in the insurance sector
  • Deep understanding of insurance sales funnels, quote generation processes, and policy conversion optimization
  • Proven success in managing and optimizing paid media campaigns (Google Ads, Meta, LinkedIn, YouTube, etc.) at scale with demonstrated results in insurance lead generation and policy acquisition
  • Experience supervising or mentoring a team
  • Advanced expertise in full-funnel digital marketing tactics including paid digital advertising, CRM, email strategy, and content-led conversion with specific application to insurance marketing
  • Experience with CRM platforms (e.g., HubSpot, High Level, Salesforce) and sophisticated customer lifecycle planning for insurance sales cycles
  • Understanding of insurance-specific compliance requirements and advertising regulations
  • Knowledge of insurance industry metrics, benchmarks, and performance standards
  • Familiarity with insurance technology platforms and quote generation systems
  • Strong understanding of advanced digital KPIs (ROAS, CAC, CTR, LTV, etc.) and performance optimization with insurance-specific metrics (CPQ, quote-to-bind, cost per policy)
  • Comfort with AI tools and innovation platforms to support campaign performance and workflow efficiency
  • Excellent communication and presentation skills
  • Meticulous attention to detail and exceptional organizational skills
  • Proficiency in Google Suite, ClickUp, and marketing analytics platforms
  • A proactive, solutions-focused mindset and a deep passion for client success, peer mentorship, and digital marketing innovation

Nice to have

  • Certification in Google Ads, Meta Blueprint, or HubSpot Academy courses
  • Experience with insurance comparison platforms and aggregator marketing strategies
  • Knowledge of property & casualty insurance licensing or insurance industry certifications
  • Experience with other insurance product lines (life, health, commercial)
  • Familiarity with insurance agency management systems and quoting platforms
  • Experience marketing during Annual Enrollment Periods (AEP) or Open Enrollment Periods (OEP)
  • Understanding of telematics, usage-based insurance (UBI), and insurtech innovations
  • Experience with insurance-specific attribution modeling and multi-touch conversion tracking
  • Knowledge of marketing automation tools, SEO, or GA4
  • Experience leading digital transformation initiatives for insurance clients or agencies
  • Background in regulated industries beyond insurance (healthcare, financial services, legal)

What we offer

  • Health, dental, and vision insurance
  • 401K after one year of employment
  • 2 Weeks (80 Hrs) Paid Time Off [Additional 40Hrs at 3 Years]
  • 3 Sick/Mental Health Days
  • 8 Hours Volunteer Time
  • Additional PTO at holiday and management discretion
  • Paid parental leave
  • Professional development opportunities
  • Leadership training opportunities and career advancement pathways
  • A collaborative, creative, and ambitious team environment
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