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 ($21.50-$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.