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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