Broker Liaison

VIPcare•Tulsa, OK

11d

About The Position

The Broker Liaison acts as Better Health Group’s representative in the community and builds and maintains professional, compliant relationships with insurance brokers in an assigned territory. The role supports patient education, Medicare Advantage awareness, and community outreach by serving as an educational resource for broker partners and the broader community. It helps Medicare beneficiaries understand Better Health Group’s care model and navigate their healthcare journey. All activities must comply with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, and Better Health Group’s compliance policies. The position develops a compliant territory outreach plan, participates in genuinely educational community events, supports scheduling and follow-up for prospective patients, maintains CRM documentation, and reports territory activity and insights to the Manager, Regional Broker Relations. The role requires frequent travel within assigned markets, up to 75% of the time, and occasional evening and weekend work based on event schedules. The stated pay range is USD $55,000–$85,000 per year.

Requirements

High school diploma or equivalent required.
At least 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, CMS marketing guidelines, and the Anti-Kickback Statute.
Understanding of HIPAA privacy and security obligations, including proper handling of prospective patient information.
Proficiency with CRM systems and standard business applications.
Proficiency with Google Suite, including Drive, Docs, Sheets, and Slides.
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.
Ability to handle data confidentially.
Appreciation of cultural diversity and sensitivity toward target patient populations.
Ability to travel frequently within assigned markets, up to 75% of the time.
Ability to stand, walk, and participate in event setup and execution; lift and carry event materials up to 25 pounds as needed.
Ability to operate a motor vehicle and maintain reliable transportation between assigned locations.
Ability to work occasional evenings and weekends based on event schedules.

Nice To Haves

Bachelor’s degree in Marketing, Business Administration, or a related field.
Experience in Medicare Advantage or value-based care organizations.

Responsibilities

Build and maintain professional, arm’s-length relationships with independent and captive insurance brokers to support Medicare education and community awareness.
Serve as an educational resource and primary contact for broker inquiries about Better Health Group’s care model, keeping communications consistent with CMS marketing guidelines.
Provide broker support consistently and without tying it to patient referrals, preferential treatment, or referral volume.
Develop and execute a compliant territory outreach plan supporting patient education and Medicare Advantage awareness.
Identify and prioritize high-opportunity markets while ensuring outreach remains compliant with CMS guidelines.
Track broker engagement, outreach activity, and educational touchpoints in CRM systems, and use the information to guide territory strategy.
Participate in and support genuinely educational community events and seminars, such as Medicare 101 and T65 outreach; ensure events do not include enrollment activity, Scope of Appointment collection, or plan-specific marketing.
Document the educational content and nature of events, especially those attended or co-hosted with broker partners.
Represent Better Health Group at local events and in senior-focused community settings, coordinating with Field Marketing and Events teams.
Support scheduling and follow-up for wellness exams and initial appointments for people expressing interest through community outreach.
Coordinate clear communications and a compliant experience for prospective patients, handling their information in accordance with HIPAA requirements.
Partner with the Manager, Regional Broker Relations and internal teams on territory goals, compliance requirements, and outreach initiatives.
Maintain accurate CRM records, including educational activities and broker interactions, and provide regular updates on performance, outreach metrics, compliance activities, and market insights.
Conduct broker outreach in compliance with the Anti-Kickback Statute, CMS Medicare Advantage marketing regulations, and company policies; document interactions and escalate potential compliance concerns.
Ensure broker agreements do not make patient referrals an expected outcome or condition of the relationship.
Complete required CMS-related training annually and maintain current knowledge of Medicare Advantage marketing rules and guidelines.