Administrative Assistant

Job Description

Job Description

About Financial Grade

Financial Grade is a leading Field Marketing Organization (FMO) that helps independent Medicare insurance agents grow successful businesses through industry-leading tools, carrier partnerships, training, and operational support.

As we prepare for continued growth and the Annual Enrollment Period (AEP), we are seeking a Temporary Administrative Assistant to provide critical support across multiple operational departments. This is an excellent opportunity for someone who enjoys organization, problem-solving, and learning different aspects of a growing business.

This position may transition into a permanent role based on performance and business needs.

What You'll Do

As a Temporary Administrative Assistant, you'll support day-to-day operations across several departments, helping ensure processes run efficiently during one of our busiest times of the year.

Administrative & Operational Support

• Perform data entry, document processing, and file management

• Maintain spreadsheets, reports, and internal tracking systems

• Assist with special projects and cross-functional initiatives

• Prepare documentation and materials for meetings, audits, and compliance reviews

• Provide general administrative support to operations and leadership teams

Licensing & Contracting Support

• Assist with agent licensing, contracting, and carrier appointment documentation

• Track application, renewal, and appointment statuses

• Maintain accurate records within internal systems and carrier platforms

• Follow up with agents and carriers regarding outstanding requirements

Commissions & Accounting Support

• Assist with commission tracking and reconciliation activities

• Support administrative tasks related to invoices, payments, and financial documentation

• Maintain organized records and assist with reporting needs

• Verify data accuracy and escalate discrepancies when identified

Client Services Support

• Assist with administrative tasks related to member and agent support

• Track inquiries, follow-ups, and case statuses

• Prepare support documentation and communications

• Coordinate internally to help ensure timely resolution of requests

What We're Looking For

We're seeking a highly organized and dependable professional who takes pride in producing accurate work and enjoys supporting multiple teams. The ideal candidate is adaptable, detail-oriented, and comfortable working in a fast-paced environment.

Qualifications

• High school diploma or equivalent required

• 1–3 years of administrative, office support, or operational experience preferred

• Recent college graduates encouraged to apply

• Strong organizational and time-management skills

• Excellent attention to detail and accuracy

• Proficiency with Microsoft Office, including Excel, Word, and Outlook

• Ability to manage multiple priorities and meet deadlines

Preferred Experience

• Insurance, healthcare, Medicare, or financial services industry experience

• Exposure to licensing and contracting, commissions administration, accounting support, or client services

• Experience working with CRM systems or internal operational platforms

Success Traits

• Detail-oriented and highly organized

• Strong written and verbal communication skills

• Positive, team-focused attitude

• Ability to adapt quickly to changing priorities

• Strong problem-solving skills and willingness to learn

• Dependable and accountable in completing assigned work

Why Join Financial Grade?

This role offers hands-on experience across several key business functions, making it an excellent opportunity for someone looking to expand their skills and gain exposure to insurance operations.

Benefits & Perks

• Competitive hourly compensation ($20-24 an hour)

• Opportunity to gain experience across multiple departments

• Collaborative and supportive work environment

• Professional development and learning opportunities

• Potential for permanent employment based on performance and business needs

Our Core Values

Client-Centric Service – We put our clients and agents first.
Integrity – We do the right thing, every time.
Positivity – We bring energy, enthusiasm, and solutions.
Growth Mindset – We embrace learning, development, and continuous improvement.

If you're looking for an opportunity to build your administrative and operational experience with a growing organization, we'd love to hear from you.

Job Posted by ApplicantPro