Administrative Assistant

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:

Licensing & Contracting Support

• Assist with processing agent licensing and carrier contracting documentation
• Track application, renewal, and appointment statuses
• Maintain accurate records across internal systems and carrier platforms
• Follow up with agents and carriers on outstanding items
• Support compliance with internal and regulatory requirements

Commissions Administration Support

• Assist in tracking and reconciling commission statements
• Support data entry and reporting related to agent compensation
• Identify discrepancies and escalate issues as needed
• Maintain organized records for reporting and audit purposes

Accounting & Finance Support

• Assist with administrative support related to invoices, payments, and documentation
• Perform data entry and verification tasks in accounting systems
• Organize and maintain financial records
• Coordinate with accounting team on routine administrative needs

Client Services Support

• Assist the client services team with administrative tasks related to member support
• Help track and manage client inquiries, issues, and follow-ups
• Maintain accurate records of client interactions and case statuses
• Prepare documentation and support materials for client communications
• Coordinate internally to help ensure timely resolution of client needs

General Administrative & Operational Support

• Perform data entry, document processing, and file management
• Maintain spreadsheets and internal tracking tools
• Assist with cross-functional operational initiatives and special projects
• Prepare materials for internal meetings, reporting, and compliance reviews
• Provide general administrative support to Operations and Leadership

Qualifications:

Required

• High school diploma or equivalent
• 1–3 years of administrative or office support experience or college graduate
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Experience in insurance, healthcare, or Medicare environments
• Familiarity with licensing/contracting, commissions, or client services workflows
• Experience with CRM or internal operational systems

Core Competencies:

• Attention to Detail – Ensures accuracy in all data and documentation
• Organization & Time Management – Effectively manages multiple workflows
• Communication – Professional and clear communication across teams
• Problem-Solving – Identifies issues and escalates appropriately
• Adaptability – Comfortable shifting between functions based on business needs

Work Environment & Expectations:

• Fast-paced, deadline-driven environment, especially during AEP
• Ability to perform repetitive tasks with precision and consistency
• Flexibility to support different teams, including client-facing support functions, as needed

Opportunity:

This role provides valuable exposure to multiple operational areas within MSHP - including client services - and may lead to a full-time, permanent position based on individual performance and organizational needs.

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AI Use Disclosure
To 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.