Job Description
Executive Assistant / Operations Coordinator – Local & Detail-Oriented Rock Star Wanted
Location: Fort Morgan, CO – Local Candidates Preferred
Industry: Medicare & Insurance Services
Position: Full-Time | Base + Performance Bonuses
Do You Love Structure, Systems, and Spotting What Others Miss?
If spreadsheets make you smile, organizing workflows brings you joy, and your attention to detail borders on obsessive (in the best way), we want to meet you.
We’re looking for a local, detail-oriented operations wizard to help manage the back-end engine of a high-performance Medicare and Life Insurance broker agency. This role is a blend of assistant, data analyst, and systems builder — ideal for someone who thrives in a fast-paced, entrepreneurial environment.
What You’ll Be Doing:
Managing lead flow, sales tracking, and onboarding systems
Creating reports and dashboards for performance & accountability
Supporting the team with scheduling, logistics, and calendar coordination
Keeping client and agent records clean, current, and compliant
Assisting with CRM systems, follow-up automations, and task tracking
Maintaining clear SOPs and project documenntation
Handling admin tasks with surgical precision
✅ You’ll Succeed in This Role If You:
Are hyper-organized and love structure and checklists
Have a sharp eye for errors, inconsistencies, and inefficiencies
Work well independently, but love contributing to a fast-moving team
Know your way around Excel/Google Sheets & digital tools like Microsoft office
Are tech-comfortable and open to learning CRMs like GoHighLevel
Can manage multiple projects without losing sight of details
Are local and open to in-person collaboration when needed
Bonus Points For:
Insurance, real estate, or financial services background
Familiarity with tools like SunFire, GoHighLevel, Windows and Office Products
Previous experience in executive support or back-end ops
Ability to build simple automations or project trackers
What’s In It For You:
Competitive pay with a base salary and performance-based bonuses
The more you help us increase our topline and increase profitability, the more you receive in bonuses and opportunities for growth with a fast growing agency.
Opportunity for advancement as we grow
A mission-driven culture focused on impact, results, and people
Local connection with a national-level team
Training and mentorship in the insurance and business world
To Apply:
Send us your resume AND a brief message including:
A time you saved the day with your organizational skills
Your favorite software/tool for keeping things on track
One small error you catch in this ad
Local. Loyal. Laser-focused.
If that’s you — we’re ready to talk.
️ About Legacy Peace Of Mind
At Legacy Peace Of Mind, we don’t just sell insurance — we empower individuals to protect what matters most. Specializing in Medicare, retirement solutions, and life insurance, we serve seniors and families with integrity, education, and personalized service. Founded by top-producing Medicare expert Joshua Youngs – The Medicare Machine, our agency has helped thousands of clients navigate complex choices with clarity, confidence, and care. Our mission is simple:️ About Legacy Peace Of Mind\r\n\r\nAt Legacy Peace Of Mind, we don’t just sell insurance — we empower individuals to protect what matters most. Specializing in Medicare, retirement solutions, and life insurance, we serve seniors and families with integrity, education, and personalized service.\r\n\r\nFounded by top-producing Medicare expert Joshua Youngs – The Medicare Machine, our agency has helped thousands of clients navigate complex choices with clarity, confidence, and care.\r\n\r\nOur mission is simple:\r\nTo deliver peace of mind, one policy, one person, and one plan at a time.\r\n\r\nWe believe in performance, purpose, and people — and we’re building a team of professionals who are passionate about making an impact.
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