Broker Liaison

VIPcare•Oklahoma City, OK

About The Position

The Broker Liaison represents Better Health Group 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, serving as an educational resource for broker partners and the broader community so Medicare beneficiaries can understand Better Health Group’s care model and navigate their healthcare journey. The position plans territory outreach, supports educational seminars and community events, coordinates follow-up for prospective patients, and documents broker interactions and educational activities in CRM systems. It collaborates with the Manager, Regional Broker Relations, Field Marketing, Events, and other internal teams. All activities must comply with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, HIPAA requirements, and Better Health Group policies. The role requires frequent travel within assigned markets, potentially up to 75% of the time, and occasional evening and weekend work based on event schedules.

Requirements

High school diploma or equivalent.
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 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.
Demonstrated 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.
Ability to lift and carry event materials weighing 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 informational resource for broker partners on Better Health Group’s care model and respond to broker-related inquiries in an educational, CMS-compliant manner.
Provide consistent educational support and resources without conditioning them on referrals or preferential treatment.
Develop and execute a compliant territory outreach plan supporting patient education and Medicare Advantage awareness.
Identify and prioritize markets for educational outreach while ensuring activities comply with CMS guidelines.
Track broker engagement, outreach activity, and educational touchpoints in CRM systems, and adjust territory strategies based on performance and compliance.
Participate in and support community events and educational seminars, ensuring events remain educational and do not include enrollment activity, Scope of Appointment collection, or plan-specific marketing.
Document educational content and the nature of events, particularly those attended or co-hosted with broker partners.
Represent Better Health Group at local events and in senior-focused community settings.
Collaborate with Field Marketing and Events teams to align outreach with organizational objectives.
Support scheduling and follow-up for wellness exams and initial appointments for individuals expressing interest through community outreach.
Coordinate clear, compliant experiences for prospective patients with internal teams and handle 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 documentation of educational activities and broker interactions.
Provide regular updates to the Manager, Regional Broker Relations 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 company policies.
Ensure broker relationships and documentation do not establish referral expectations or conditions.
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.