Why Join Marshall+Sterling?
As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success.
At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
Join our Client Solutions team and play an important role in helping clients navigate the complexities of benefits compliance and regulatory reporting. In this role, you’ll partner with internal teams and client HR and Benefits Administrators to deliver accurate, reliable compliance support that helps clients stay informed and on track. From preparing Wrap, SPD, and POP documents to completing Form 5500 filings, supporting monthly ACA reporting, and calculating and communicating PCORI fees, you’ll bring organization, attention to detail, and a proactive approach to work that makes a real difference for our clients.
Primary responsibilities:
- Create Wrap/SPD/POP compliance documents for new and renewing clients, drafting from client and Benefit Point data, routing for Account Manager review, and finalizing for client delivery
- Complete Form 5500 report filings, including determining filing requirements, gathering required schedules and data, and completing filings
- Support ACA monthly check-ins, plan updates, and year-end reporting for an assigned book of ACA clients
- Calculate and communicate PCORI fees, including requesting covered life counts from carriers and sending fee notices to clients
- Follow established workflows and update internal systems accurately
- Adhere to established employee manual policies and guidelines
- Maintain confidentiality in all aspects of client, staff and agency information
- Ability to manage data within compliance and benefits administration systems
- Proficient with basic office automation software; strong background with Microsoft Outlook, Excel and Word preferred
- Ability to effectively and accurately manage multiple tasks and deadlines in a fast-paced environment
- High level of organizational ability with attention to detail and problem-solving skills
- Knowledge of ERISA, ACA and Group Health Insurance plan design is a plus, but not required.
Total Rewards Package:
Compensation: $47,500 - $52,500, based on experience, education, and work location.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
Employee Stock Ownership Program
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable:
- Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
- Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
- No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
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Skills Required
- Ability to manage data within compliance and benefits administration systems
- Proficiency with basic office automation software
- Strong background with Microsoft Outlook, Excel, and Word
- Ability to accurately manage multiple tasks and deadlines in a fast-paced environment
- High organizational ability
- Attention to detail and problem-solving skills
- Knowledge of ERISA, ACA, and group health insurance plan design
What We Do
Marshall+Sterling is a national independent insurance agency providing comprehensive services in business insurance, personal insurance, employee benefits, and wealth management. Founded in 1864, the firm helps businesses and individuals manage risk and plan for the future through professional risk management, loss control, and financial planning services across the United States and the U.S. Virgin Islands.
