Administrative Coordinator

2 weeks ago

Waterbury, CT, United States Magellan Financial & Insurance Services, Inc. Full time

The Opportunity: Be the Backbone of a Premier Financial Advisory Firm

You are an organizational powerhouse who thrives on order, accuracy, and execution. You prefer being the engine behind the scenes rather than the salesperson in the spotlight. You want a career where your obsession with details is not just appreciated-it is the mission-critical foundation of the business.

Quality Senior Benefits LLC (QSB) is seeking an Operations Coordinator to manage the infrastructure of our growing firm. Led by Jay Dorso-a 28-year industry veteran and host of "On the Money" on WTIC NewsTalk 1080-we are a high-integrity, education-first advisory practice serving retirees across New England.

We don't need a salesperson. We need a trusted operator to own our administrative workflow, ensuring that every client application, compliance document, and calendar appointment is executed with zero-defect precision.

Why Top Talent Joins QSB

  • Competitive Compensation: We lead with a strong base salary of $45,000 - $65,000, tailored to your specific experience level and operational speed.
  • Impact & Stability: Work directly with the CEO in a "National Ethics Certified" firm. You aren't just filing papers; you are protecting the financial peace of mind of seniors and families.
  • No Sales Pressure: This is a dedicated operations role. Your metric for success is accuracy and efficiency, not quotas.
  • Professional Environment: We offer a focused, professional in-office culture in Thomaston, CT, free from the chaos of high-churn call centers.

Your Mission: Outcomes & Responsibilities

  • Master the Application Lifecycle: You will own the "e-App" process from start to finish, scrubbing applications for errors, submitting to carriers (Medicare, Life, LTC), and relentlessly tracking them until approval.
  • Fortify Compliance: You will serve as the guardian of our regulatory standing, maintaining strict records for the Scope of Appointment (SOA) and CMS marketing rules.
  • Optimize Client Data: Ensure our CRM is the single source of truth, maintaining pristine records of client demographics, policy IDs, and renewal dates.
  • Drive Operational Efficiency: You will prepare appointment packets, run plan comparisons, and liaise with insurance carriers to resolve bottlenecks before they affect our clients.

Who You Are (The Essentials)

  • Detail-Obsessed: You spot typos and inconsistencies that others miss. You understand that in our industry, a single wrong digit can delay a client's coverage.
  • Tech-Fluent: You are comfortable navigating carrier portals, managing electronic signatures, and utilizing CRM software. You learn new systems quickly.
  • Execution-First: You enjoy the satisfaction of clearing a checklist. When a seasonal surge hits (like Medicare AEP), you stay calm and keep the process moving.
  • High Integrity: You handle sensitive personal information (PII/PHI) with absolute discretion and professionalism.

How to Apply

If you are ready to take ownership of a critical role within a respected financial firm, we want to hear from you. Please submit your resume outlining your administrative experience.

Note: This position is based onsite at our Thomaston, CT headquarters.

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