Broker Liaison

Better Health Group · Cape Coral, FL · 1 wk ago

Finance$55k/yrFull-time

Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers
Serve as an informational resource for broker partners on Better Health Group's care model
Ensure 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

Develop and execute a compliant outreach plan to support patient education and Medicare Advantage awareness
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

Participate in, and support execution of community events and educational seminars (e.g., Medicare 101, T65 outreach)
Ensure all events comply with CMS Medicare Communications & Marketing Guidelines
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

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

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

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
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

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
Strong organizational skills and attention to detail
Valid driver’s license and willingness to travel across assigned markets

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