Broker Liaison

About the role

At Better Health Group, it's our commitment, our passion, and our culture that sets us apart. As the Broker Liaison, you will act as the face of BHG in the community, building and maintaining professional, compliant relationships with insurance brokers within an assigned territory. This role serves as a knowledgeable educational resource for broker partners and the broader community, helping Medicare beneficiaries understand Better Health Group’s care model and navigate their healthcare journey. All activities are conducted in full compliance with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, and Better Health Group's compliance policies.

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 to help patients make informed decisions.
  • Act as the primary point of contact for broker-related inquiries regarding Better Health Group, ensuring all communications are educational and consistent with CMS marketing guidelines.
  • Ensure educational support and resources provided to broker partners are offered consistently and not structured as consideration for patient referrals or preferential treatment.
  • Maintain professional relationships across a range of broker partners without 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 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 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.
  • 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.
• 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 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 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.

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.

Skills

• Contagious and positive work ethic, inspiring others and modeling core values and guiding principles.
• Effective team player who contributes valuable ideas and feedback and meets commitments.
• Able to work within the 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 completes goals.

Pay

USD $55,000.00 - USD $85,000.00 per year.