Home › Companies › Financialgrade › Administrative Assistant
Administrative Assistant
Financialgrade · Brentwood, Tennessee, 37027, United States · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Financialgrade |
| Title | Administrative Assistant |
| Normalized title | - |
| Department / team | Contracting |
| Location | Brentwood, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2026-06-02 / 2026-06-03 |
| Changed / last seen | 2026-06-03 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Financialgrade. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Brentwood. | Open |
| Department jobs | Active postings in Contracting. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Financialgrade |
| Source | 17b25235-ddf6-4f42-b577-6dcd22cfa475 |
| ATS provider | BambooHR |
Description
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.
Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We’re looking for an Administrative Assistant to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success.
What You’ll Do
In this role, you’ll be the go-to resource for our internal and external agents. Your responsibilities will include:
Managing contracting for all internal and external agents
Following up on lead inquiries
Ensuring all in-house representatives maintain active and up-to-date licenses
Onboarding new agents
Acquiring and maintaining state licenses and carrier appointments
Assisting with agent certifications and compliance requirements
Acting as the first point of contact for agent questions, concerns, and needs
Fulfilling agent orders and coordinating kit shipments
Communicating carrier updates, training opportunities, and scheduling webinars
Supporting agent events, conferences, and relationship-building initiatives
Serving as a liaison between agents, carriers, and company leadership
Maintaining accurate records, activity logs, and training manuals
Providing exceptional customer service to agents and clients
What We’re Looking For
The ideal candidate is proactive, organized, and comfortable managing multiple projects at once. You should be a strong communicator who enjoys building relationships and solving problems.
Qualifications:
Associate's degree in Business or related field
Strong written and verbal communication skills
Ability to prioritize, multitask, and meet deadlines
Experience with Microsoft Office
Knowledge of the insurance industry a plus (but not required)
Key Competencies:
Team-oriented with strong interpersonal skills
Professional, dependable, and adaptable to change
Detail-driven with a focus on accuracy and efficiency
Customer service mindset with problem-solving abilities
Working Conditions:
Stationary role, operating a computer and office equipment.
Light lifting (up to 25 lbs.).
Office environment with occasional movement within the workspace.
Schedule is Monday-Friday 8:30am-5:30pm.
Why Join Us?
Competitive hourly base pay with an annual performance-based bonus.
Health insurance (medical, dental, vision) with 75% employer paid.
Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
401(k) plan with matching and profit-sharing.
Paid vacation, sick time, and company holidays, including the week of Christmas.
Positive work environment with growth opportunities.
What We’re Looking For:
Want It:
You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
Get It:
You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise.
Capacity to Do It:
You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.
Our Core Values:
Client-Centric Service: Always put the client first.
Integrity: Do the right thing, every time.
Positivity: Bring energy and optimism to every interaction.
Growth Mindset: Embrace learning and continuous improvement.
Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join Financial Grade and help us serve the Medicare-eligible population!
Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.
*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. Financial Grade participates in E-Verify.
AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and 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.
Full job record
| Job ID | 445b9e6d757bdedbbefe2d93b5d7130e35f21cda |
| Org ID | b9774d3e-8136-4dd5-b22a-1b64a5659815 |
| Source ID | 17b25235-ddf6-4f42-b577-6dcd22cfa475 |
| Board ID | 17b25235-ddf6-4f42-b577-6dcd22cfa475 |
| Provider | bamboohr |
| Provider Job Key | 141 |
| Title | Administrative Assistant |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Brentwood, Tennessee, 37027, United States |
| Department | Contracting |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | — |
| City | Brentwood |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://financialgrade.bamboohr.com/careers/141 |
| Apply URL | https://financialgrade.bamboohr.com/careers/141 |
| First Seen At | 2026-06-03 10:26:32Z |
| Last Seen At | 2026-06-06 10:27:02Z |
| Last Checked At | 2026-06-06 10:27:02Z |
| Last Changed At | 2026-06-03 10:26:32Z |
| Inactive At | — |
| Source Posted At | 2026-06-02 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=financialgrade/date=2026-06-06/2026-06-06T10-27-00-482Z-7ecf79908679172cd544e4c1fb2cc031cace7e7e29203a286aa37aaa7e696f70.json |
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"description": "<p><span style=\"font-family: georgia, palatino; font-size: 10pt\">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. </span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\">Are you highly organized, detail-oriented, and passionate about supporting agents in the insurance industry? We’re looking for an <span style=\"font-weight: bold\">Administrative Assistant </span>to join our growing team. This role is key in ensuring our agents and representatives are properly contracted, licensed, and supported while helping to build strong partnerships that fuel our success.</span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">What You’ll Do</span></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\">In this role, you’ll be the go-to resource for our internal and external agents. Your responsibilities will include:</span></p>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Managing contracting for all internal and external agents</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Following up on lead inquiries</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Ensuring all in-house representatives maintain active and up-to-date licenses</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Onboarding new agents</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Acquiring and maintaining state licenses and carrier appointments</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Assisting with agent certifications and compliance requirements</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Acting as the first point of contact for agent questions, concerns, and needs</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Fulfilling agent orders and coordinating kit shipments</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Communicating carrier updates, training opportunities, and scheduling webinars</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Supporting agent events, conferences, and relationship-building initiatives</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Serving as a liaison between agents, carriers, and company leadership</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Maintaining accurate records, activity logs, and training manuals</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Providing exceptional customer service to agents and clients</span><br></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">What We’re Looking For</span></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\">The ideal candidate is proactive, organized, and comfortable managing multiple projects at once. You should be a strong communicator who enjoys building relationships and solving problems.</span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">Qualifications:</span></p>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Associate's degree in Business or related field</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Strong written and verbal communication skills</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Ability to prioritize, multitask, and meet deadlines</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Experience with Microsoft Office</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Knowledge of the insurance industry a plus (but not required)</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">Key Competencies:</span></p>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Team-oriented with strong interpersonal skills</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Professional, dependable, and adaptable to change</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Detail-driven with a focus on accuracy and efficiency</span></li>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\">Customer service mindset with problem-solving abilities</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">Working Conditions:</span><br></p>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Stationary role, operating a computer and office equipment. </span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Light lifting (up to 25 lbs.). </span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Office environment with occasional movement within the workspace.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-family: georgia, palatino; font-size: 10pt\">Schedule is <span style=\"font-weight: bold\">Monday-Friday 8:30am-5:30pm.</span></span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt; font-weight: bold\">Why Join Us?</span><br></p>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Competitive hourly base pay with an annual performance-based bonus.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Health insurance (medical, dental, vision) with 75% employer paid. </span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">401(k) plan with matching and profit-sharing. </span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Paid vacation, sick time, and company holidays, including the week of Christmas.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-family: georgia, palatino; font-size: 10pt\">Positive work environment with growth opportunities.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">What We’re Looking For:</span> </span></p>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Want It:</span> <br>You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job. </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Get It:</span> <br>You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise. </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Capacity to Do It:</span> <br>You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You’re tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets. </span></li>\n</ul>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"> </span></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Our Core Values:</span> </span></p>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Client-Centric Service:</span> Always put the client first. </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Integrity:</span> Do the right thing, every time. </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Positivity:</span> Bring energy and optimism to every interaction. </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: georgia, palatino; font-size: 10pt\"><span style=\"font-weight: bold\">Growth Mindset:</span> Embrace learning and continuous improvement. </span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\">Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join Financial Grade and help us serve the Medicare-eligible population! </span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"><em>Financial Grade is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.<br></em></span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"><em><span style=\"color: rgb(34, 34, 34); font-weight: bold\">*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. </span>Financial Grade participates in E-Verify.</em></span></p>\n<p><br></p>\n<p><span style=\"font-family: georgia, palatino; font-size: 10pt\"><em>AI Use Disclosure<br>To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but <span style=\"text-decoration: underline\">all applications and results are carefully reviewed by real people.</span><br>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.</em></span></p>",
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