Administrative Assistant (Temp/Seasonal)

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 they prepare for continued growth and the Annual Enrollment Period (AEP), they are seeking a Temporary Administrative Assistant to provide critical support across multiple operational departments.

What You'll Do

• Support day-to-day operations across several departments, ensuring processes run efficiently during one of their busiest times of the year.

• Perform data entry, document processing, and file management.

• Maintain spreadsheets, reports, and internal tracking systems.

• Aid in special projects and cross-functional initiatives.

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

• 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:

  • Aid in administrative tasks related to member and agent support.

  • Track inquiries, follow-ups, and case statuses.

  • Prepare support documentation and communications.

  • Cook up internally to help ensure timely resolution of requests.

Qualifications

• A high school diploma or equivalent is required.

• One to three years of administrative, office support, or operational experience is preferred.

• Recent college graduates are encouraged to apply.

• Strong organizational and time-management skills are essential.

• An excellent attention to detail and accuracy are required.

• Proficiency with Microsoft Office, including Excel, Word, and Outlook, is necessary.

• The ability to manage multiple priorities and meet deadlines is crucial.

• Preferred experience includes insurance, healthcare, Medicare, or financial services industry.

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

• Experience working with CRM systems or internal operational platforms is advantageous.

• Success traits include detail-oriented and highly organized, strong written and verbal communication skills, positive and team-focused attitudes, ability to adapt quickly to changing priorities, strong problem-solving skills, and a willingness to learn.

• Dependable and accountable in completing assigned work is expected.

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.

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

• Opportunities for professional development and learning are available.

• Potential for permanent employment based on performance and business needs is possible.