Full-Time

Digital Account Director

Media Agency

Updated on 8/1/2026

Fulcrum

Fulcrum

51-200 employees

AI-driven back-office automation for insurance brokerage

No salary listed

Sydney NSW, Australia

Hybrid

Hybrid working across two Sydney locations, with flexibility on where you work across the week.

Category
Growth & Marketing (1)

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Requirements
  • Solid depth across paid search and paid social is mandatory; programmatic experience is a bonus and can be developed here.
  • Ability to independently navigate advertising platforms and pull meaningful campaign insights rather than only reading dashboards.
  • Confident, credible presence with senior clients, including the ability to answer difficult questions and manage long-term relationships.
  • Experience guiding or mentoring junior team members, formally or informally.
  • Full-funnel marketing mindset across brand and performance activity.
  • Comfort working in a smaller independent agency without a large supporting structure.
Responsibilities
  • Own the senior client relationship across performance accounts as the primary point of contact for strategy, recommendations, and escalations.
  • Develop and present performance strategies and campaign results directly to senior stakeholders, including quarterly reporting sessions with international head offices.
  • Lead the performance channel roadmap across paid search, paid social, and programmatic, proactively identifying opportunities.
  • Quality-control all performance output before it reaches clients and set and maintain a consistently high standard across the team.
  • Guide and mentor junior team members day to day, helping them build judgement and require less direction over time.
  • Collaborate with the broader planning team to connect performance activity to holistic channel recommendations.
  • Navigate advertising platforms directly to pull insights and understand campaign-level activity.
  • Own financial accuracy across accounts, including budgets, insertion-order paperwork, and reconciliation.
Desired Qualifications
  • Programmatic experience.

Fulcrum provides an AI-powered platform that automates back-office tasks for insurance brokers, including proposal generation, policy checks, coverage and claims analysis, and certificate issuance. It uses customized large language models with retrieval, reasoning, and validation pipelines and integrates directly with agency-management systems like Applied Epic and email, so it can extract documents, reconcile data in real time, and update client records without changing users’ workflows. By reducing manual work and speeding up processing, it aims to cut turnaround times and lessen reliance on offshore BPOs. Its goal is to accelerate adoption among large U.S. brokerage firms and scale across top brokerages with ongoing funding.

Company Size

51-200

Company Stage

Series A

Total Funding

$25M

Headquarters

San Francisco, California

Founded

2023

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Simplify Jobs

Simplify's Take

What believers are saying

  • Cuts proposal generation from eight hours to under two and policy delivery from fifteen days to same-day.
  • Handles over 2,500 hours of manual tasks daily across top 50 U.S. insurance brokerages, validating strong adoption.
  • Raised $25M led by CRV to accelerate adoption among large brokerage firms and expand AI capabilities.

What critics are saying

  • Direct competition from established InsurTechs deploying similar AI agents displaces Fulcrum within 6–12 months.
  • Major carriers like Aon or BNP building internal AI could eliminate top brokerage client exclusivity in 12–18 months.
  • Third-party LLM integration risks data privacy breaches exposing sensitive policy data and violating compliance within 6–12 months.

What makes Fulcrum unique

  • Fulcrum combines purpose-built insurance LLMs with proprietary retrieval and validation pipelines for accuracy.
  • It integrates natively with AMS like Applied Epic and email, enabling real-time data reconciliation without tool changes.
  • The platform replaces offshore BPO reliance by automating policy checks, proposal generation, and certificate issuance end-to-end.

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Benefits

Hybrid Work Options

Growth & Insights

Headcount

6 month growth

21%

1 year growth

21%

2 year growth

47%