Account Manager

Onebridge Benefits Inc • Buffalo, NY

16d • Onsite

About The Position

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. This role involves acting as a liaison between clients and the Company throughout the implementation, maintenance, and annual renewal phases. The Account Manager will leverage HubSpot CRM to manage client interactions, track account activity, monitor renewal pipelines, and identify opportunities to enhance client engagement and retention. Additionally, the role requires assisting sales and business development teams, resolving issues promptly, documenting processes, maintaining client-facing materials, and traveling for in-person client meetings. A key aspect of this position is the ability to identify and articulate process improvements and efficiencies.

Requirements

• Excellent written, verbal, and active listening skills
• 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

Nice To Haves

• Bachelor’s degree or higher preferred or a combination of education and experience
• Experience using HubSpot is a plus

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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree