Account Manager

Who We Are

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.