Employee Benefits

MARSHALL+STERLING • City of Poughkeepsie, NY

1d • $24 - $26 • Onsite

About The Position

Join Marshall+Sterling’s Client Solutions team to help clients navigate benefits compliance and regulatory reporting. Partner with internal teams and client HR and Benefits Administrators to provide accurate, reliable compliance support. The role includes preparing Wrap, SPD, and POP documents; completing Form 5500 filings; supporting monthly ACA reporting; and calculating and communicating PCORI fees. Organization, attention to detail, and a proactive approach are important to supporting clients.

Requirements

• Ability to manage data within compliance and benefits administration systems.
• Proficiency with basic office automation software; a strong background with Microsoft Outlook, Excel, and Word is preferred.
• Ability to effectively and accurately manage multiple tasks and deadlines in a fast-paced environment.
• Strong organizational ability, attention to detail, and problem-solving skills.

Nice To Haves

• Knowledge of ERISA, ACA, and Group Health Insurance plan design.

Responsibilities

• Create Wrap, SPD, and POP compliance documents for new and renewing clients using client and Benefit Point data; route documents for Account Manager review and finalize them for client delivery.
• Complete Form 5500 report filings by 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 accurately update internal systems.
• Adhere to established employee manual policies and guidelines.
• Maintain confidentiality in all aspects of client, staff, and agency information.

Benefits

• Medical, dental, and vision coverage.
• 401(k) with match.
• Generous paid time off.
• Thirteen paid holidays.
• Company-paid life insurance for the employee and dependents.
• Employee assistance fund and programs.
• Wellness perks.
• Employee Stock Ownership Program (ESOP), which is company-funded and offers an opportunity to build long-term wealth.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed