Medicare Brokerage Sales Coordinator- Hybrid

UPMC•Pittsburgh, PA

2d•Hybrid

About The Position

This is a hybrid role where the Coordinator will 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 sales and retention success. The Coordinator will be the connective tissue that keeps Medicare Brokerage operations compliant, efficient, and moving forward. Their work will directly support thousands of brokers and ensure the company meets the high standards set by CMS, the Pennsylvania Department of Insurance, and the Health Plan. Travel into the office is required 3 days a week, with additional time in the office potentially needed based on business needs.

Requirements

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 within the first 90 days of employment.
Solid knowledge of Microsoft Office including Word, Excel, PowerPoint, etc.
Excellent organizational, interpersonal, oral and written communication skills.
Ability to handle multiple priorities/projects in a fast-paced professional environment.
Act 34

Nice To Haves

Knowledge of Customer Relationship Management Software, FileNet, MC400, IKA and Sharepoint would be a plus.

Responsibilities

Building smart tracking systems that help 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 findings to ensure alignment 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 over 2,200+ affiliated agents, ensuring program requirements are communicated clearly and implemented correctly.
Supporting the Senior Broker Coordinator with departmental initiatives and day-to-day operational needs.
Taking on special projects that help elevate 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.