321 The Agency

• Lead the setup, configuration, and optimization of CRM systems for new and existing clients across multiple industries. • Design and implement comprehensive sales funnels, lead nurturing sequences, and customer lifecycle campaigns. • Develop sophisticated segmentation strategies and automated workflows that align with client business objectives and customer behaviors. • Create and maintain CRM integrations with third-party tools, websites, and marketing platforms to ensure seamless data flow. • Build and manage multi-touch marketing campaigns including email sequences, SMS campaigns, and automated follow-up systems. • Develop A/B testing strategies for campaign optimization, analyzing performance metrics to drive continuous improvement. • Create dynamic content and personalization strategies based on customer data and behavioral triggers. • Implement lead scoring models and qualification processes to improve sales team efficiency and conversion rates. • Serve as the primary CRM expert for assigned client accounts, providing strategic guidance on platform capabilities and best practices. • Conduct training sessions and workshops for client teams on CRM usage, campaign management, and performance analysis. • Troubleshoot technical issues, optimize system performance, and recommend platform upgrades or migrations when needed. • Collaborate with internal teams to ensure CRM strategies align with broader marketing campaigns and business objectives. • Maintain data hygiene standards, including list management, duplicate removal, and compliance with privacy regulations. • Create comprehensive reporting dashboards and provide regular performance analysis to clients and internal stakeholders. • Monitor key metrics including open rates, click-through rates, conversion rates, and customer lifetime value. • Identify opportunities for campaign optimization and revenue growth through data-driven insights.

• Develop comprehensive social media strategies for multiple insurance and business services client accounts that align with business objectives, target audiences, and brand positioning • Create insurance-specific content strategies that address the full customer lifecycle: awareness, quote consideration, policy purchase, claims experience, and renewal/retention • Understand and optimize for insurance consumer behavior including comparison shopping, life event triggers (home purchase, vehicle purchase, marriage, relocation), and seasonal patterns • Conduct competitive analysis, audience research, and platform audits to identify opportunities in insurance and business services verticals • Define content pillars, messaging frameworks, and brand voice guidelines tailored to insurance audiences and professional service consumers • Develop strategies that build trust and credibility for insurance brands while addressing common concerns (price transparency, claims reputation, coverage clarity, customer service quality) • Establish KPIs and success metrics for each client account, tracking performance against goals for reach, engagement, quote generation, and business impact • Leverage AI tools to analyze audience insights, predict content performance, and optimize strategy based on data-driven insights • Create and manage comprehensive editorial calendars across multiple platforms (Facebook, Instagram, LinkedIn, TikTok, YouTube) for 8-12+ client accounts simultaneously • Plan insurance-specific content calendars that align with seasonal opportunities including: Weather-related awareness campaigns (storm season, winter driving, hurricane preparedness)

• Serve as the senior lead across insurance-focused client accounts (home, auto, and related product lines), acting as their trusted partner and business advisor • Develop and guide comprehensive digital marketing strategies that span paid media, CRM, content, and automation—with a focus on quote generation, policy sales, and customer lifetime value • Lead high-level planning meetings, campaign reviews, and growth strategy sessions with insurance clients and internal teams • Translate complex insurance business objectives and product portfolios into actionable digital strategies and communicate them clearly across creative, media, and development teams • Navigate insurance industry regulations, compliance requirements, and marketing guidelines in all strategic recommendations • Understand and optimize for insurance-specific metrics including quote-to-bind ratios, cost per policy, customer acquisition cost by product line, and lifetime value by customer segment • Actively apply AI-driven tools and techniques to optimize campaign performance, improve personalization, and streamline workflows • Lead digital campaign planning and audience targeting strategies across platforms including Meta, Google, LinkedIn, and YouTube with insurance-specific audience segmentation (homeowners, renters, auto insurance shoppers, bundle seekers, etc.) • Own the development and optimization of sophisticated customer journey strategies tailored to insurance purchase behavior—from initial awareness through quote comparison, application, binding, and policy renewal • Develop multi-touch attribution models that account for the extended consideration cycles typical in insurance purchasing decisions • Design and execute strategies for seasonal insurance marketing opportunities (moving season, back-to-school auto insurance, weather-related home insurance awareness, open enrollment periods) • Create targeting strategies that leverage life event triggers (home purchases, vehicle purchases, marriage, relocation, policy renewal dates) • Define campaign KPIs, budget allocations, and messaging priorities based on insurance product goals and advanced market insights • Oversee planning and execution of lead generation campaigns optimized for insurance quote funnels and comparison shopping behavior • Ensure campaigns align with key performance metrics across the funnel—from awareness and quote requests to policy conversion and retention • Create and present strategic campaign briefs, recommendations, and comprehensive post-campaign performance analysis with insurance-specific benchmarking • Maintain deep understanding of home and auto insurance market dynamics, competitive landscape, and consumer behavior trends • Stay current on insurance industry trends, regulatory changes, and emerging marketing best practices • Understand insurance product positioning including coverage types, policy features, pricing strategies, and competitive differentiation • Leverage knowledge of insurance shopping behaviors including multi-carrier comparison, quote aggregators, direct-to-consumer models, and agent-assisted channels • Apply expertise in insurance customer personas including first-time buyers, policy switchers, bundle seekers, and renewal customers • Develop strategies that address insurance-specific objections and decision factors (price sensitivity, coverage concerns, claims reputation, customer service quality) • 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 • Guide development of sophisticated CRM campaigns including email journeys, automations, and advanced list segmentation via tools like High Level, HubSpot, or Salesforce tailored to insurance sales cycles • Design nurture sequences for insurance quote abandonment, policy renewal reminders, cross-sell opportunities (home + auto bundling), and retention campaigns • Develop re-engagement strategies for lapsed policyholders and quote non-converters • Analyze customer behavior and engagement data to provide strategic recommendations for optimization across the insurance customer lifecycle • Identify and define high-impact opportunities to improve quote-to-policy conversion, reduce abandonment, and increase multi-policy household penetration • Create CRM segmentation strategies based on policy type, coverage level, claims history, renewal timing, and household characteristics • Lead creative brief development and guide internal teams on translating advanced insurance-focused digital strategy into execution • Monitor, analyze, and collaborate to optimize campaign and account performance through advanced data-driven decision making with insurance-specific KPIs • Track performance across all digital channels using platforms like Google Analytics, Meta Business Suite, and ad platforms with custom insurance conversion tracking • Build and present comprehensive monthly performance reports with clear KPIs including cost per quote, quote-to-bind rate, cost per policy, customer lifetime value, retention rate, and strategic optimization tactics • Provide actionable insights that drive continual improvement and strategic evolution based on insurance market benchmarks • Optimize campaigns for insurance-specific conversion events including quote starts, quote completions, application submissions, and policy bindings • Build lasting client relationships rooted in digital marketing results, transparency, forward-thinking strategy, and deep insurance industry knowledge • Lead onboarding for new insurance accounts and projects to ensure strategic alignment and operational clarity • Collaborate with business development to identify growth opportunities and scope new digital initiatives within insurance and related verticals • Own revenue planning, budget tracking, and invoicing in coordination with account and project teams • Position 321 as a thought leader in insurance marketing innovation.

• Lead the strategic development and hands-on execution of paid digital media campaigns across a diverse portfolio of clients, with specialized focus on insurance and business services industries • Own the full-funnel media strategy and execution—from awareness and consideration through quote generation, application completion, policy binding, and retention • Manage and mentor digital specialists, drive the paid media philosophy across the agency • Execute hands-on campaign setup, optimization, and management across all major paid digital platforms • Develop and execute high-volume lead-generation strategies focused on CPL (Cost Per Lead), CPQ (Cost Per Quote), CPA (Cost Per Acquisition), and ROAS targets • Monitor insurance industry trends, InsurTech innovations, competitive activity, and regulatory changes that impact media strategy • Oversee the development of robust, dynamic, and highly visual reports and dashboards to answer key business and media questions • Collaborate with Client Success teams, project leads, and leadership to ensure media plans are executed per approved strategies

• Monitor social media channels daily across multiple client accounts (Facebook, Instagram, LinkedIn, TikTok, YouTube, X) for comments, mentions, messages, and engagement opportunities • Respond promptly and authentically to audience comments, questions, and direct messages on behalf of clients, maintaining brand voice and tone • Engage proactively with followers by liking, commenting on, and sharing relevant user-generated content that aligns with brand values • Foster positive community sentiment by building genuine connections with audience members and creating a welcoming brand presence • Manage community interactions according to client-specific guidelines, escalation protocols, and brand voice documents • Track response times and maintain high standards for timely, helpful, and on-brand community engagement • Communicate with followers in a manner that builds brand loyalty, encourages repeat engagement, and creates positive brand associations

• Travel to client locations to capture high-quality photo and video content • Edit captured content into platform-optimized social media posts • Stay current on social media platform trends and best practices • Review creative briefs and understand client objectives and brand voice

• Own end-to-end project management for complex technical initiatives including custom website development, CRM integrations, API development, and proprietary platform builds like 321 AIM • Develop comprehensive project plans including scope definition, technical architecture, resource allocation, timeline milestones, risk management, and budget tracking • Lead technical discovery sessions with clients and internal stakeholders to understand business requirements, technical constraints, and success criteria • Translate business objectives into detailed technical specifications, user stories, and acceptance criteria that guide development teams • Manage project budgets and timelines, tracking actuals against estimates and proactively addressing variances to protect profitability • Coordinate resources across development, design, Client Success, and external vendors to ensure seamless collaboration and delivery • Facilitate agile ceremonies including sprint planning, daily standups, backlog grooming, sprint reviews, and retrospectives • Create comprehensive technical requirements documents (TRDs) and functional requirements documents (FRDs) • Leverage AI tools to accelerate documentation creation, ensure completeness, and maintain consistency across technical specifications • Document system integrations including API endpoints, authentication methods, data mapping, error handling, and testing procedures • Manage third-party integrations and vendor relationships, ensuring SLAs are met and integration points remain stable • Develop integration testing plans, coordinate QA activities, and validate data accuracy across connected systems • Serve as primary point of contact for technical project communication with clients, internal teams, and external vendors • Lead client meetings including kickoffs, status updates, demo sessions, and strategic planning discussions • Mentor junior team members on project management methodologies, technical documentation, and AI development practices

• Build and maintain robust API integrations connecting CRM platforms (HubSpot, Salesforce, High Level), marketing automation tools, and third-party services. • Design and implement database architectures that support complex marketing workflows, customer journey tracking, and campaign performance analytics. • Develop server-side logic, authentication systems, and data processing pipelines to support client marketing initiatives. • Create and maintain RESTful APIs and webhooks that enable seamless data flow between platforms and applications. • Design and develop responsive, high-performance web applications and client-facing interfaces with exceptional user experiences. • Translate strategic requirements and creative briefs into functional, intuitive digital products. • Implement modern front-end frameworks and best practices to ensure accessibility, performance, and cross-browser compatibility. • Collaborate with creative team members to bring design concepts to life while maintaining technical feasibility and scalability. • Conduct user testing and iterate on interfaces based on feedback and analytics. • Leverage AI development tools like Replit, GitHub Copilot, and other AI-assisted coding platforms to accelerate development cycles and improve code quality. • Explore and implement emerging AI technologies to enhance client solutions, including automation, personalization, and intelligent decision-making. • Build prototypes and proof-of-concepts rapidly using AI-powered development environments. • Stay current on AI development tools and techniques, sharing knowledge with the broader team. • Partner with Client Success, Digital, and Creative teams to scope technical requirements and translate business objectives into technical solutions. • Provide technical guidance on feasibility, timelines, and architecture decisions for client projects. • Document code, systems, and processes to ensure knowledge transfer and maintainability. • Troubleshoot complex technical issues across the full stack and provide solutions that balance immediate needs with long-term stability. • Support technical aspects of client onboarding, particularly for CRM implementations and marketing automation projects.

• As a Contract Content Creator at 321, you will serve as an on-demand visual storyteller, capturing and creating authentic social media content for our diverse portfolio of client accounts. • You'll work remotely with flexibility to travel to client locations throughout the South Florida region for on-site content capture sessions. • Your role combines hands-on production skills with platform expertise—shooting compelling photos and videos, then editing and optimizing content for social media platforms using accessible, AI-enhanced tools. • Direct on-camera talent including business owners, employees, customers, and team members to create authentic, engaging content. • Edit captured content into platform-optimized social media posts using tools like CapCut, Canva, and other accessible editing applications. • Stay current on social media platform trends, audio trends, editing styles, and content formats across Instagram, TikTok, Facebook, LinkedIn, and YouTube. • Participate in pre-production planning calls to align on shoot concepts, deliverables, and creative direction. • Maintain organized asset libraries with raw footage and edited content for future use and adaptation. • Respect client confidentiality, privacy requirements, and industry-specific compliance considerations.

• Develop and execute a business development strategy to drive revenue and secure new clients in the brand and social media space • Identify and pursue high-value prospects, including startups, small businesses, and enterprise clients, that align with the agency’s offerings • Lead end-to-end sales cycles, from prospecting and pitching to contract negotiation and closing deals • Cultivate strong relationships with CMOs, marketing directors, and decision-makers in key industries • Develop proposals, presentations, and case studies that effectively communicate the agency’s expertise and value proposition • Maintain a robust sales pipeline and CRM to track opportunities, client interactions, and revenue projections • Collaborate with leadership to drive the agency’s overall marketing and lead generation efforts • Assist in developing and executing B2B marketing campaigns, including email outreach, digital advertising, social media, and thought leadership content • Represent the agency at industry events, networking functions, conferences, and trade shows to generate new business opportunities • Work closely with the creative and strategy teams to ensure client needs are aligned with agency capabilities and service offerings • Monitor market trends and competitor activity to identify new opportunities for growth • Serve as a trusted advisor to potential and existing clients, understanding their pain points and positioning 321 as the best solution • Build long-term relationships with clients, partners, and referral sources to generate ongoing business opportunities • Maintain strong internal communication with project management, creative, and strategy teams to ensure smooth client onboarding and handoff