• Manages one or several larger accounts or acts as the account lead for a substantial part of a top account • Understands the customer’s IT and business objectives, priorities, requirements and challenges, and adds value by implementing HPE’s strategy • Drives business performance for all HPE BUs and manages the portfolio mix to optimize profitability of the account • Accountable for pipeline building; accountable for and supportive in deal closing and orchestrating the deal team • Builds and develops relevant customer relationship networks with key influencers and decision makers in IT and business

• 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.

• Act as the principal on-the-ground navigator within large, complex, and often siloed enterprise customer organizations to identify, engage, and secure commitment from all critical stakeholders, executives, and departmental leaders. • Take ownership of the customer relationship and drive deep account penetration by developing, championing, and executing a multi-year, technical and business-aligned roadmap for AI deployment and expansion. • Ownership over the financial health, expansion, and long-term commercial structure of the account. • The hands-on, executive responsibility for structuring, driving, and governing the complex implementation roadmap. • Design and lead the implementation of the Netomi solution as a comprehensive program, coordinating technical, product, and business activities both internally and with the customer's teams to ensure aggressive delivery and demonstrable ROI. • Translate complex AI capabilities and performance data into clear, compelling narratives that resonate with and drive decision-making among multiple, competing executive stakeholders and departmental heads. • Proactively identify internal roadblocks and competing priorities within the customer's organization. • Identify and convert new use cases, departments, and lines of business into expansion opportunities, securing the resources and internal consensus needed to scale the Netomi platform across the entire enterprise. • Serve as the primary advocate for the customer's long-term strategic needs and priorities, ensuring internal product and engineering roadmaps align with the highest-value enterprise requirements. • Serve as the primary, executive-facing leader for the account. Design, create, and deliver compelling, high-impact strategic decks and presentations to C-level and senior executive audiences, focusing on clarity, persuasion, and a clear call to action. • Craft the end-to-end AI program roadmap and execution strategy for the enterprise account, including defining project milestones, technical deliverables, and success criteria, acting as the ultimate authority to overcome implementation barriers. • Take full accountability for the account's commercial health, proactively navigating and figuring out expansion opportunities (upselling/cross-selling), structuring agreements, and leading the entire renewal process to ensure high retention and growth. • Utilize superior negotiation, persistence, and problem-solving skills to overcome political, commercial, or resource-based obstacles, clearing the path for the delivery team. • Translate complex AI capabilities and performance data into clear, concise, and business-value-focused insights for executive stakeholders.

• Act as the primary day-to-day contact for clients, ensuring effective communication and understanding of client needs. • Translate client requirements into actionable plans and provide timely responses with clearly outlined next steps for clients and internal teams. • Manage scope of work to ensure proper tracking and delivery of all project deliverables. • Collaborate with project managers to manage tasks, deliverables, and timelines that meet client goals. • Partner with Media Planning and Activation teams to remain informed on all media details for fast-paced and high-volume media clients. • Work with Creative and production teams on the development and execution of creative materials from inception through full production. • Facilitate clear and concise communication between internal and external teams, including local and global stakeholders. • Prepare initial drafts of estimates and proposals with transparency around project scope, costs, and expectations. • Collaborate with team members to refine proposals and align them with client needs. • Work with global teams and talent to provide comprehensive solutions aligned with client objectives. • Foster a teamwork and knowledge-sharing culture that contributes to overall agency success. • Proof and review materials to ensure the highest standards of precision, quality, and accuracy. • Ensure all client interactions and deliverables meet high agency standards. • Apply creative and solution-oriented problem-solving to address challenges and propose innovative solutions. • Navigate a fast-paced environment with agility while ensuring projects remain on course and objectives are achieved.