Financial 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: Insurance Background Preferred (No Sales, No License Required)

Ready to Grow, Thrive, and Make a Difference?
Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is seeking a proactive, detail-oriented Administrative Assistant for our dynamic team. If you’re an insurance or financial services professional who wants a fulfilling role that puts your organizational, service, and administrative talents to work—without selling insurance—this opportunity is for you.

What You’ll Do:

• Support agents and policyholders through every step of new business and in-force insurance operations
• Review and process insurance applications, handle policy changes, and track claims and billing
• Scrub documents, order exams, ensure records compliance, and maintain client databases
• Deliver outstanding customer service via phone, email, and chat—build rapport without pressure to sell
• Back up licensing and commission processes, handle mailings, and assist with agent questions

Who You Are:

• 1–2 years’ admin or customer service experience in insurance, investments, or financial services
• Excellent at multitasking, communication, and problem-solving
• Proficient in Microsoft Office and CRM software
• Organized, team-oriented, and ready to work onsite in a professional, fast-paced office

What We Offer:

• Competitive pay, paid weekly (W-2)
• Health, dental, vision, and life insurance
• 401K with company match
• PTO, holiday, and vacation days
• Supportive office culture, stability, and career growth—with no sales calls

Build your career in an environment where your skills help clients achieve financial security, you'll never have to sell, and your growth is just beginning.

Apply today—become the backbone of our services and the trusted resource our clients count on.

Alliance America — Where Service Meets Excellence.