Broker Liaison

Responsibilities

• Broker Relationship Management
• Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and community awareness.
• Serve as an informational resource for broker partners on Better Health Group's care model — with the goal of helping patients make informed decisions.
• Act as the primary point of contact for broker-related inquiries in regards to Better Health Group, ensuring all communications are educational in nature and consistent with CMS marketing guidelines.
• Maintain professional relationships across a range of brokers rather than establishing 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 areas for educational outreach while ensuring all activities remain within CMS guidelines.
• Own and drive territory’s educational footprint by tracking broker engagement, outreach activity, and educational touchpoints within CRM systems to inform territory strategy.
• Monitor territory performance and adjust outreach strategies in ways that prioritize patient benefit and regulatory compliance.

Community Engagement & Events

• Participate in, and support execution of community events and educational seminars (e.g., Medicare 101, T65 outreach) that are genuinely educational in nature.
• Ensure all events comply with CMS Medicare Communications & Marketing Guidelines, including that no enrollment activity, Scope of Appointment collection, or plan-specific marketing takes place at educational events.
• Document the educational content and nature of all events, particularly those attended or co-hosted alongside broker partners.
• Represent Better Health Group 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 have expressed interest through community outreach channels.
• 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 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 to the Manager, Regional Broker Relations.

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 Better Health Group's compliance policies.
• Document all broker interactions, co-hosted events, and educational activities to demonstrate their educational and arm's-length character.
• Ensure there are no written or informal agreements with brokers that include patient referrals as an expected outcome or condition of the relationship.
• Promptly escalate any potential compliance concerns related to broker activities 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.

Qualifications

• 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.
• 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.
• 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 as required by the role.
• Ability to work occasional evenings and weekends based on event schedules.

Key Attributes/ Skills

• Has a contagious and positive work ethic, inspires others, and models the behaviors of 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 our Better Health 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.