Broker Liaison

Responsibilities

• Broker Relationship Management
• 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
• Territory Strategy & Growth
• 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
• Community Engagement & Events
• Participate in, and support execution of community events and educational seminars (e.g., Medicare 101, T65 outreach)
• 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
• 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
• 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 / Skills

• 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

Pay Range

Starting from USD $55,000.00/Yr.