marshallsterling
This role supports the Client Solutions team by delivering accurate compliance and regulatory reporting services to help clients navigate benefits complexities. The position involves preparing compliance documents, completing Form 5500 filings, supporting ACA reporting, and calculating PCORI fees. The ideal candidate will manage data within compliance systems, handle multiple tasks in a fast-paced environment, and maintain strict confidentiality.
Headquarters
Poughkeepsie, New York, United States
Company Size
501-1000 employees
Founded
1864
Marshall+Sterling is a full-service insurance brokerage that helps businesses and individuals manage risk and plan for retirement. They offer commercial insurance, employee benefits, personal lines, and retirement-planning solutions, along with brokerage and benefits administration services. Founded in 1864 and employing several hundred people, Marshall+Sterling combines long-standing experience with scale to deliver tailored risk-management and wealth‑planning advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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