Financial Administrative Assistant

Company Overview
Idea Insurance is a dynamic and rapidly expanding insurance agency dedicated to empowering agents and clients alike. With a focus on professional growth, innovative resources, and personalized support, we foster an environment where success is within everyone’s reach. Our commitment is to help our team thrive both personally and professionally in a vibrant and supportive workplace.

Job Summary
IDEA Insurance is seeking a detail-oriented and analytical Financial Administrative Assistant to support our Operations team.

This role is responsible for processing, reconciling, and tracking insurance commissions and payments across multiple product lines. The ideal candidate is highly organized, comfortable working with financial data, and committed to accuracy and accountability.

This position plays a key role in maintaining operational integrity and ensuring timely and accurate commission reporting.

Responsibilities

• Process, reconcile, and track W-2 and 1099 commission payments across ACA, Medicare, Life, Ancillary products, and sub-agencies
• Reconcile commission data with sales records, identifying discrepancies and resolving issues promptly
• Maintain detailed records of all commission transactions for audit purposes and future reference
• Collaborate with sales teams and management to clarify commission structures and resolve any payment concerns
• Generate comprehensive reports on commission activity for internal review and compliance purposes
• Support the implementation of new financial systems or updates to existing software to enhance efficiency
• Assist with audits by providing necessary documentation and explanations related to commission payments

Requirements

• Bilingual (English and Spanish)
• 1+ year in commissions, payments, insurance operations, or accounting support
• Commission processing and reconciliation
• Financial reporting and data validation
• Excel proficiency
• Attention to detail and accuracy
• Confidential data handling

Pay: $20.00 - $24.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• How would you rate your Microsoft Excel proficiency: Basic, Intermediate or Advanced?

Experience:

• processing or reconciling commissions (W-2 or 1099): 1 year (Preferred)
• performed financial reconciliations (comparing reports): 1 year (Preferred)
• working in the insurance industry (ACA, Medicare, and Life): 1 year (Preferred)

Language:

• English (Preferred)
• Spanish (Preferred)

Ability to Commute:

• Orlando, FL 32819 (Preferred)

Work Location: In person