Broker Liaison

About the Role

As the Broker Liaison, you will act as the face of Better Health Group (BHG) in the community, building and maintaining professional, compliant relationships with insurance brokers within an assigned territory. This role supports patient education, Medicare Advantage awareness, and community outreach, serving as a knowledgeable educational resource for broker partners and the broader community. You will help Medicare beneficiaries understand BHG’s care model and navigate their healthcare journey while ensuring all activities comply with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, and BHG’s compliance policies.

Responsibilities

• Broker Relationship Management
  • Build and maintain professional, arm's-length relationships with independent and captive insurance brokers to support Medicare education and community awareness.
  • Serve as an informational resource for broker partners on BHG’s care model, helping patients make informed decisions.
  • Act as the primary point of contact for broker-related inquiries, ensuring all communications are educational and consistent with CMS marketing guidelines.
  • Provide educational support and resources to broker partners without structuring them as consideration for patient referrals or preferential treatment.
  • Maintain professional relationships across a range of broker partners, avoiding exclusive or preferential arrangements tied to referral volume.
• Territory Strategy & Growth
  • Develop and execute a compliant outreach plan to support patient education and Medicare Advantage awareness across an assigned territory.
  • Identify and prioritize high-opportunity markets for educational outreach while ensuring compliance with CMS guidelines.
  • Track broker engagement, outreach activity, and educational touchpoints within CRM systems to inform territory strategy.
  • Monitor territory performance and adjust outreach strategies to prioritize patient benefit and regulatory compliance.
• Community Engagement & Events
  • Participate in and support community events and educational seminars (e.g., Medicare 101, T65 outreach) that are genuinely educational.
  • Ensure all events comply with CMS Medicare Communications & Marketing Guidelines, avoiding enrollment activity, Scope of Appointment collection, or plan-specific marketing.
  • Document the educational content and nature of all events, particularly those attended or co-hosted alongside broker partners.
  • Represent BHG at local events and within senior-focused community settings.
  • Collaborate with Field Marketing and Events teams to align outreach activities with broader organizational objectives.
• Patient Engagement & Coordination
  • Support scheduling and follow-up for patient wellness exams and initial appointments for individuals who express interest through community outreach.
  • Ensure a seamless, compliant experience for prospective patients through clear communication and coordination with internal teams.
  • Handle all prospective patient information in accordance with HIPAA privacy and security requirements.
• Collaboration & Reporting
  • Partner with the Manager, Regional Broker Relations and internal teams to align on territory goals, compliance requirements, and outreach initiatives.
  • Maintain accurate, up-to-date records in CRM systems (e.g., HubSpot), including documentation of educational activities and broker interactions.
  • Provide regular updates on territory performance, outreach metrics, compliance activities, and market insights.
• Compliance & Documentation
  • Conduct all broker outreach and educational activities in strict compliance with the Anti-Kickback Statute, CMS Medicare Advantage marketing regulations (42 CFR422.2274), and BHG’s compliance policies.
  • Document all broker interactions, co-hosted events, and educational activities to demonstrate their educational and arm's-length character.
  • Ensure no written or informal agreements with broker partners reference patient referrals as an expected outcome or condition of the relationship.
  • Promptly escalate any potential compliance concerns to the Manager, Regional Broker Relations or Compliance Officer.
  • Complete all required CMS-related training annually and maintain current knowledge of Medicare Advantage marketing rules and guidelines.

Requirements

• High School diploma or equivalent required; Bachelor’s Degree in Marketing, Business Administration, or related field preferred.
• 2+ years of experience in insurance broker sales, Medicare outreach, community education, or a related healthcare field.
• Working knowledge of Medicare and Medicare Advantage products, including CMS marketing guidelines and the Anti-Kickback Statute.
• Demonstrated understanding of HIPAA privacy and security obligations, including appropriate handling of prospective patient information.
• Experience in Medicare Advantage or value-based care organizations preferred.
• Proficiency in CRM systems (e.g., HubSpot) and standard business applications.
• Proficient with Google Suite (Drive, Docs, Sheets, Slides) for real-time collaboration.
• Strong relationship-building, communication, and presentation skills with the ability to engage diverse audiences.
• Ability to work independently and manage a territory with a high degree of autonomy.
• Strong organizational skills and attention to detail.
• Valid driver’s license and willingness to travel across assigned markets.
• Demonstrated ability to handle data with confidentiality.
• Appreciation of cultural diversity and sensitivity toward target patient populations.

Physical Requirements

• Ability to travel frequently within assigned markets, up to 75% of the time.
• Ability to stand, walk, and engage in event setup and execution activities.
• Ability to lift and carry event materials (up to 25 pounds) as needed.
• Ability to operate a motor vehicle and maintain reliable transportation to travel between assigned locations.
• Ability to work occasional evenings and weekends based on event schedules.

Key Attributes

• Has a contagious and positive work ethic, inspires others, and models core values and guiding principles.
• An effective team player who contributes valuable ideas and feedback and can be counted on to meet commitments.
• Able to work within the BHG environment by facing tasks and challenges with energy and passion.
• Pursues activities with focus and drive, defines work in terms of success, and can be counted on to complete goals.