Compliance Associate, Employee Benefits Division


Under minimal supervision, this position is responsible for providing support to the Regulatory Compliance Managers in the San Diego, Orange County & Bay Area offices, and assisting in developing strategies to enhance value added services for Marsh & McLennan Agency’s clients.

Essential Duties and Responsibilities:

  • Provide support to the Regulatory Compliance Managers in each office.
    • Create new, and update existing, compliance tools such as FMLA charts, scorecards,
    • Copy, edit and proofread Breaking News and Monthly Legislative Compliance newsletters for content and formatting Work closely with Publications in this regard.
    • Update/monitor compliance related websites/webpages.
    • Calendar and coordinate all monthly and annual events (internal/external).
    • Review legal alerts and write executive summaries of pertinent points for use in client news releases or communication materials, as
    • Manage Outlook calendars for the Regulatory Compliance Managers as requested, including book travel and hotel accommodations, coordinate meeting times, drive times, materials,
    • Maintain a record of services provided to
    • Assist with creation of meeting materials, presentations, and compliance
    • Respond to client and service team questions related to implementing and maintaining compliance


Education and/or Experience

The successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to a large group of internal associates and potentially high levels of contact with clients and carrier representatives. Must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required:


  • A degree required, preferably in English, Education, Communication, Journalism or related
  • Successful work history to include 1-3 years of experience in a professional office setting directly related to job responsibilities specified above, with progressively greater responsibility for making administrative and procedural decisions and Experience and/or general understanding of employee benefit compliance or benefits law a plus.
  • Basic understanding of ERISA, COBRA, HIPAA and IRC rules is
  • Strong analytical skills and an attention to
  • Strong knowledge of and ability to apply the structure and content of the English language including the meaning and spelling of words, rules of composition, and
  • Proficiency with personal computers and Microsoft Office applications (i.e., Word, Excel and PowerPoint) with the ability to operate standard office equipment is
  • Skill in organizing resources and establishing
  • Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written
  • Maintain a valid Driver’s License & have reliable

Work Environment & Physical Demands

  • Ability to use computer keyboard and sit in a stationary position for extended
  • Work is performed in a typical interior/office work
  • 15% - 30% travel may be Travel could consist of 1 – 2 overnight trips per month within California. In addition, 1 – 2 days per week could be spent visiting offices within the Bay Area.
  • Extended work hours (10 – 12 hrs/day) required on


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