Senior Client Account Strategist (Digital / Insurance Focus)
About The Position
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. You'll act as a key driver of business success for our insurance clients—helping them achieve growth through sophisticated digital marketing strategies that navigate the complexities of insurance consumer behavior, regulatory considerations, seasonal enrollment periods, and long consideration cycles. You understand the nuances of insurance product marketing, from awareness and quote generation to policy conversion and retention. 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.
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
Nice To Haves
- 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)
Responsibilities
- Strategic Client Leadership for Insurance Accounts
- Advanced Digital Strategy & Execution - Insurance Focus
- Insurance Industry Expertise & Market Intelligence
- Team Leadership & Mentorship
- Advanced Funnel & CRM Strategy - Insurance Applications
- Performance Analytics & Optimization
- Client Success & Agency Growth
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
- 321 is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
