Insurance Admin & Bookkeeping Specialist

FinSec Life; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

FinSec Life is seeking an Administrative Assistant to support insurance producers and clients with bookkeeping, data management, and service tasks. The role emphasizes organization, accuracy, and proactive communication across internal teams and external clients.

The ideal candidate has 3+ years in account management or advisory roles, familiarity with QuickBooks, and a life/health license preference. Bachelor’s degree preferred; opportunity to expand licenses and industry knowledge.

Qualifications

• 3+ years’ experience in account management or a consultative role.

Responsibilities

• Bookkeeping using QuickBooks and Excel for multiple small businesses
• Process life insurance applications and payroll tasks
• Maintain client data and invoicing for fees
• Provide back-office support to insurance producers/business owners
• Assist with scheduling, event planning, and client communications
• Support IT-related tasks as needed

Skills

Organizational skills

Written & verbal communication

Detail-oriented

Self-motivated

Client interaction

Adaptable to a fast-paced environment

Microsoft Office

DocuSign

Education

Bachelor’s Degree

Life and Health license

Tools

QuickBooks

Excel

Word

PowerPoint

DocuSign

Job description

FinSec Life is seeking an Administrative Assistant to support insurance producers and clients with bookkeeping, data management, and service tasks. The role emphasizes organization, accuracy, and proactive communication across internal teams and external clients.

The ideal candidate has 3+ years in account management or advisory roles, familiarity with QuickBooks, and a life/health license preference. Bachelor’s degree preferred; opportunity to expand licenses and industry knowledge.