Job Description

Job Title: Sales Coordinator Mid & Large Markets (Erie)
Job ID: 756071
Status: Full-Time
Regular/Temporary: Regular
Hours: Daylight
Shift: Day Job
Facility: UPMC Health Plan
Department: Sales Support _ Admin
Location: 300 State St, Erie PA 16507


The Sales Coordinator-Mid & Large Market will be responsible for working in conjunction with the Sales Executives in Mid and Large Market on internal sales components of the account acquisition efforts of the Sales Executives selling primarily in the 51-499 market and back-up for 500+ market segment. 

 The incumbent will be responsible for reviewing all requests for proposal (RFPs) received from all sources for completeness, obtaining additional information needed, assessing viability of case, coordinating financials with underwriting and reviewing strategy with sales executive. The incumbent will manage many internal matrix partner relationships to guide them to meet / exceed all customer expectations.


  • Collect post-RFP process information regarding sales/declines and load into IKA; prepare adhoc reports as needed for review by Director.
  • Coordinate transition with sales executive of sold groups to Account Management team.
  • Ensure data integrity in reporting systems and management tools.
  • Load RFP and quote request information into IKA for distribution to partners.
  • Make recommendations to external sales executive on strategic direction and whether or not to proceed with quote.
  • Prepare materials for finalist presentation and coordinate and consolidate materials from other partners.
  • Prepare responses to RFP to review with Sales Executive.
  • Preparing materials for internal sales strategy and finalist meetings for review by Director.
  • Review all relevant sales information for completeness; obtain additional information as needed by externally communicating with consultants, brokers and prospects to achieve strategic sales viability of case.
  • Review with sales executive for final edits / presentation.
  • Scrub financial information and partner with Sales Executive and underwriting in assessing financial risk.


  • Bachelors degree or equivalent job related experience required
  • One (1) year in sales/marketing/call center environment required, three years preferred. 
  • Demonstrated knowledge of rating and underwriting for mid market segments; ability to learn large market segment. 
  • Demonstrated ability to develop interdepartmental relationships 
  • Excellent organizational and project management skills 
  • Ability to multi-task, work well independently as well as in a team environment 
  • Ability to meet tight prescribed deadlines, identify issues, and secure resolution in a matrix environment 
  • Excellent communication and positive influencing skills 
  • Proficiency in Microsoft Office products

    Licensure, Certifications, and Clearances:
    PA Health and Accident License required within 90 days of hire.

  • Insurance Sales License

UPMC is an equal opportunity employer. Minority/Females/Veterans/Individuals with Disabilities


Salary Range: $19.70 to $32.88 / hour

Union Position: No

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