321 is a creative marketing agency using strategic data to create the kinds of meaningful moments that connect, inspire, and engage. We thrive on collaboration, agility, and heart — and we're powered by teammates who focus on what matters, bring proactive solutions to the table, and take full ownership of their work.
Senior Client Account Strategist (Digital / Insurance Focus)
Location
United States
Posted
7 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role 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.
This role is at the intersection of senior client leadership, digital marketing mastery, insurance industry expertise, and team mentorship. You'll bring deep experience in multi-channel digital strategy, campaign execution, CRM, customer journey planning specific to insurance sales cycles, and be energized by the evolving role of AI and automation in marketing innovation.
Qualifications
- 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; skilled at coaching and guiding direct reports in digital marketing excellence
- 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, with the ability to simplify complexity and build buy-in with senior stakeholders in the insurance industry
- 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
Requirements
- Mentor other Client Strategists and Digital Account Strategists, providing strategic insight, digital-first thinking, insurance industry knowledge, and ongoing guidance
- Partner with department leadership to improve internal digital tools, workflows, and collaboration between teams
- Lead by example in digital best practices, strategic thinking, and insurance marketing expertise
- Share insurance industry insights and best practices across the broader agency team
Benefits
- 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
Company Description
321 is a creative marketing agency using strategic data to create the kinds of meaningful moments that connect, inspire, and engage. We thrive on collaboration, agility, and heart — and we're powered by teammates who focus on what matters, bring proactive solutions to the table, and take full ownership of their work.
Job 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; skilled at coaching and guiding direct reports in digital marketing excellence
- 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, with the ability to simplify complexity and build buy-in with senior stakeholders in the insurance industry
- 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
- Mentor other Client Strategists and Digital Account Strategists, providing strategic insight, digital-first thinking, insurance industry knowledge, and ongoing guidance
- Partner with department leadership to improve internal digital tools, workflows, and collaboration between teams
- Lead by example in digital best practices, strategic thinking, and insurance marketing expertise
- Share insurance industry insights and best practices across the broader agency team
Benefits
- 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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