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 :

Benefits :

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!