New Business Insurance Administrative Assistant - ON SITE

Financial Administrative Assistant (On-Site)

Location: Bradenton, FL — Alliance America

Schedule: Monday - Friday, 8:00 am to 4:30 pm

Experience Required | Insurance Background Preferred

Join Alliance America, a trusted leader in wealth management and insurance services for over 40 years!

Are you an organized, detail-oriented professional who thrives in a collaborative financial services environment? Alliance America is seeking a proactive Administrative Assistant to play a key role in supporting our new business and insurance operations.

What You’ll Do:

• Support agents and clients with life and annuity business from application and beyond
• Prepare, review, and process insurance applications, policy changes, and claims
• Scrub documents, order exams, track case status, and ensure compliance
• Maintain meticulous records, manage client databases, and distribute carrier mailings
• Deliver outstanding customer service and build rapport with clients and agents
• Provide sales and licensing backup—assist with illustrations, agent licensing, and handling commission questions
• Adapt to miscellaneous administrative tasks as assigned

Who You Are:

• 1–2 years administrative or customer service experience in insurance, investments, or financial services highly valued
• Proficient with Microsoft Office (Word, Excel, Outlook) and CRM software
• Excellent communication, organization, and multitasking skills
• Positive attitude, team player, problem solver, and committed to accuracy
• Able to thrive onsite in a professional, fast-paced setting

Benefits:

• Medical, Dental, Vision, and Life Insurance
• 401k with company match
• PTO, paid holidays, and vacation days
• Growth potential

If you are ready to support a best-in-class team and grow your skills and career, apply now to become Alliance America’s next Administrative Assistant!

Alliance America — Where Service Meets Excellence.
Apply today and join a company committed to your success!