Learning Development Assistant Jobs in Carlsbad, CA

Financial Grade is a leading Field Marketing Organization (FMO), and our Senior Consultants provide licensed independent Medicare insurance agents with our FMO tools and guidance needed to succeed in the Medicare market.Position Summary:Financial Grade is seeking a detail-oriented and highly organized Temporary Administrative Assistant to support operational needs during a critical growth period leading into and through the Annual Enrollment Period (AEP).This role will provide administrative and coordination support across one or more core business functions, depending on organizational priorities and workload demands. Functions may include Licensing & Contracting, Commissions, Accounting, Client Services, and general Operations.This is a temporary role with the opportunity to transition into a permanent position based on performance and business needs. Compensation ranges from $20-24 an hour.Key Responsibilities:The Temporary Administrative Assistant will support one or more of the following functional areas as business needs require:Commissions Administration SupportAssist in tracking and reconciling commission statementsSupport data entry and reporting related to agent compensationIdentify discrepancies and escalate issues as neededMaintain organized records for reporting and audit purposesAccounting & Finance SupportAssist with administrative support related to invoices, payments, and documentationPerform data entry and verification tasks in accounting systemsOrganize and maintain financial recordsCoordinate with accounting team on routine administrative needsClient Services SupportAssist the client services team with administrative tasks related to member supportHelp track and manage client inquiries, issues, and follow-upsMaintain accurate records of client interactions and case statusesPrepare documentation and support materials for client communicationsCoordinate internally to help ensure timely resolution of client needsGeneral Administrative & Operational SupportPerform data entry, document processing, and file managementMaintain spreadsheets and internal tracking toolsAssist with cross-functional operational initiatives and special projectsPrepare materials for internal meetings, reporting, and compliance reviewsProvide general administrative support to Operations and LeadershipQualifications:RequiredHigh school diploma or equivalent1–3 years of administrative or office support experience or college graduateStrong attention to detail and organizational skillsProficiency in Microsoft Office (Excel, Word, Outlook)Ability to manage multiple priorities in a fast-paced environmentPreferredExperience in insurance, healthcare, or Medicare environmentsFamiliarity with licensing/contracting, commissions, or client services workflowsExperience with CRM or internal operational systemsCore Competencies:Attention to Detail – Ensures accuracy in all data and documentationOrganization & Time Management – Effectively manages multiple workflowsCommunication – Professional and clear communication across teamsProblem-Solving – Identifies issues and escalates appropriatelyAdaptability – Comfortable shifting between functions based on business needsWork Environment & Expectations:Fast-paced, deadline-driven environment, especially during AEPAbility to perform repetitive tasks with precision and consistencyFlexibility to support different teams, including client-facing support functions, as neededWhy 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 & PerksCompetitive hourly compensation ($21.50-$24 an hour)Opportunity to gain experience across multiple departmentsCollaborative and supportive work environmentProfessional development and learning opportunitiesPotential for permanent employment based on performance and business needsOur Core ValuesClient-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.--AI Use DisclosureTo make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.AI supports our process, it doesn't replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.
Job Posted by ApplicantPro