Broker Liaison

VIPcare•Cape Coral, FL

25d

About The Position

The Broker Liaison represents Better Health Group in the community and builds and maintains professional, arm’s-length relationships with insurance brokers in an assigned territory. The role provides educational information about Better Health Group’s care model and helps Medicare beneficiaries understand their healthcare options and navigate their healthcare journey. All activities must comply with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, HIPAA requirements, and Better Health Group policies. The position develops compliant territory outreach, supports genuinely educational community events and seminars, coordinates follow-up and appointment scheduling for prospective patients, and collaborates with internal teams. It also maintains CRM records, reports on territory activity and market insights, documents broker interactions and educational events, and escalates potential compliance concerns. Frequent travel within assigned markets is required, and occasional evening and weekend work may be needed for events.

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; alternatively, at least 5 years in a comparable field-based role centered on territory ownership, autonomy, and relationship building.
Working knowledge of Medicare and Medicare Advantage products, CMS marketing guidelines, and the Anti-Kickback Statute.
Understanding of HIPAA privacy and security obligations, including appropriate 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 and demonstrate cultural diversity awareness and sensitivity toward target patient populations.
Ability to travel frequently within assigned markets, up to 75% of the time; stand, walk, and assist with event setup and execution; lift and carry event materials up to 25 pounds as needed; and operate a motor vehicle with reliable transportation.
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.
Provide brokers with educational information about Better Health Group’s care model and respond to broker-related inquiries in accordance with CMS marketing guidelines.
Offer educational resources consistently, without tying them to patient referrals or preferential treatment, and avoid exclusive or referral-volume-based arrangements.
Develop and execute a compliant outreach plan for patient education and Medicare Advantage awareness across an assigned territory.
Identify and prioritize educational outreach opportunities, track engagement and educational touchpoints in CRM systems, and adjust territory strategies while prioritizing patient benefit and regulatory compliance.
Participate in and support genuinely educational community events and seminars, ensuring events comply with CMS guidelines and do not include enrollment activity, Scope of Appointment collection, or plan-specific marketing.
Document event content and educational purpose, especially for events attended or co-hosted with broker partners.
Represent Better Health Group at local events and in senior-focused community settings, and collaborate with Field Marketing and Events teams.
Support scheduling and follow-up for wellness exams and initial appointments for interested prospective patients, coordinating a clear and compliant experience with internal teams.
Handle prospective patient information in accordance with HIPAA privacy and security 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 updates on territory performance, outreach metrics, compliance activities, and market insights.
Conduct outreach in compliance with the Anti-Kickback Statute, CMS Medicare Advantage marketing regulations, and Better Health Group policies; document activities to demonstrate their educational and arm’s-length nature.
Ensure broker relationships do not include written or informal agreements that make patient referrals an expected outcome or condition.
Escalate potential compliance concerns to the Manager, Regional Broker Relations or Compliance Officer.
Complete required CMS-related training annually and maintain current knowledge of Medicare Advantage marketing rules and guidelines.