Medicare Brokerage Sales Coordinator- Hybrid

If you're someone who loves keeping things organized, solving problems before they become problems, and being the goto person who keeps a team running smoothly, you'll feel right at home here. As our Coordinator, you'll play a key role in supporting the Manager of Medicare Brokerage Operations, the Senior Broker Coordinator, and a team of Broker Manager Associates, all while helping drive our sales and retention success.


You'll be the connective tissue that keeps our Medicare Brokerage operations compliant, efficient, and moving forward. Your work will directly support thousands of brokers and ensure we meet the high standards set by CMS, the Pennsylvania Department of Insurance, and our Health Plan.


This is a hybrid role . Travel into the office is required 3 days a week. Additional time in office may be needed based on business needs.


What You'll Do


You'll make an impact by:

• Building smart tracking systems that help us monitor compliance issues and sales performance with clarity and accuracy.
• Partnering with internal teams to resolve complex questions and challenges involving prospective and appointed brokers.
• Conducting independent audits and documenting your findings to ensure we stay aligned with CMS, PA State, and Health Plan regulations.
• Owning projects and programs assigned by the Manager - setting timelines, creating processes, and driving them to completion.
• Acting as a liaison between Medicare Brokerage sales leadership and our 2,200+ affiliated agents, ensuring program requirements are communicated clearly and implemented correctly.
• Supporting the Senior Broker Coordinator with departmental initiatives and daytoday operational needs.
• Taking on special projects that help elevate our operations and improve the broker experience.
• Formatting, updating, and analyzing reports using data from internal systems and the Data Warehouse - turning raw information into meaningful insights.
• Maintaining organized filing systems (digital and/or hard copy) that keep agent licensure, E&O insurance, and compliance documentation accurate and accessible.
• Helping plan and coordinate training sessions for groups of 300+ participants, ensuring every detail is handled with care.

Why This Role Matters


You're not just supporting a team - you're helping shape the experience of thousands of brokers and ensuring our Medicare sales operations run with integrity, accuracy, and efficiency. Your attention to detail and ability to juggle multiple priorities will directly influence our success.


If you thrive in a role where every day brings something new, where your organizational skills shine, and where your work truly matters, this could be the perfect next step for you.

Qualifications:

• Bachelor's degree or five years of experience/knowledge in a sales environment preferred.
• Experience with Medicare managed care is preferred
• Pennsylvania Accident/Health license required, or must be obtained with the first 90 days of employment.
• Solid knowledge of Microsoft Office including Word, Excel, PowerPoint, etc.Requires excellent organizational, interpersonal, oral and written communication skills.
• Ability to handle multiple priorities/projects in a fast-paced professional environment.
• Knowledge of Customer Relationship Management Software, FileNet, MC400, IKA and Sharepoint would be a plus
  Licensure, Certifications, and Clearances:
• Act 34

UPMC is an Equal Opportunity Employer/Disability/Veteran