Account Manager
OneBridge Benefits was founded in 2013 by members of our current leadership team who set out to build better technology and smarter processes to support account-based health plans. Today, we've grown into a technology-enabled benefits administrator serving more than 380,000 participants and managing 4.48 billion dollars in assets.
Joining OneBridge means becoming part of a group of bright, driven, and collaborative individuals. We've built an environment where people can contribute to meaningful work, grow their skills, and pursue their individual passions. While each team's day-to-day responsibilities vary, you'll find that we consistently value idea-sharing, encourage innovation, and enjoy tackling the challenges that come with achieving our mission.
The Opportunity:
We're looking for an Account Manager who is committed to supporting and servicing clients, ensuring their plan administration and account needs are successfully met. A successful candidate would be ready to embrace the following key responsibilities:
- Research and resolve client account concerns in an accurate and timely manner.
- Timely and accurate communication with clients, vendors, and teammates.
- Serve as the liaison between clients and Company through implementation, maintenance and annual renewal.
- Leverage HubSpot CRM to track client interactions, manage account activity, monitor renewal pipelines, and identify opportunities to enhance client engagement and retention within OneBridge programs.
- Assist the sales and business development teams when needed, including product presentations and demonstration.
- Prompt and thorough issue resolution.
- Document processes and maintain client facing materials.
- Travel to in-person meetings with clients and their employees.
- Ability and willingness to identify and articulate process improvements and efficiencies.
What You Bring:
- Excellent written, verbal, and active listening skills
- Bachelor's degree or higher preferred or a combination of education and experience
- Strong attention to detail and time management
- Ability to set and communicate expectations and resolve problems
- Strong analytical and decision-making skills
- Proficient in Microsoft Office
- Experience using HubSpot is a plus
Why OneBridge Benefits?
OneBridge Benefits Inc. is a Buffalo-born company with a national footprint, built on service, integrity, and innovation. You'll join a collaborative people-first culture where your expertise is valued, and your work makes real impact. This is a Monday-Friday, in-office role, located at our Downtown Buffalo, NY office.