Broker Liaison

VIPcare•Cape Coral, FL

1d•$55,000 - $91,000

About The Position

The Broker Liaison represents Better Health Group in the community and builds and maintains professional, arm’s-length, compliant relationships with insurance brokers in an assigned territory. The role supports community outreach and educates brokers and Medicare beneficiaries about Better Health Group’s care model and quality of care, helping people make informed decisions 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 Broker Liaison develops a compliant territory outreach plan, tracks broker engagement and educational activities in CRM systems, and represents the organization at community events and educational seminars. The role coordinates follow-up and appointment scheduling for prospective patients who express interest through outreach, documents broker interactions and events, reports territory activity and insights to the Manager, Regional Broker Relations, and escalates potential compliance concerns. Frequent travel across assigned markets is required, along with occasional evening and weekend work based on event schedules.

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 involving 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 interpersonal and relationship-building skills.
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 for travel 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.
Provide broker partners with information about Better Health Group’s care model so patients can make informed decisions.
Serve as the primary contact for broker-related inquiries, ensuring communications are educational and consistent with CMS marketing guidelines.
Provide educational support and resources consistently, without linking them to patient referrals or preferential treatment.
Maintain relationships across a range of brokers rather than establishing exclusive or referral-volume-based arrangements.
Develop and execute a compliant territory outreach plan supporting patient education and Medicare Advantage awareness.
Identify and prioritize educational outreach opportunities within CMS guidelines.
Track broker engagement, outreach activity, and educational touchpoints in CRM systems to inform territory strategy.
Monitor territory performance and adjust outreach strategies with patient benefit and regulatory compliance as priorities.
Participate in and support educational community events and seminars, such as Medicare 101 and T65 outreach.
Ensure events follow CMS requirements, including prohibitions on enrollment activity, Scope of Appointment collection, or plan-specific marketing at educational events.
Document the educational content and nature of events, particularly those attended or co-hosted with brokers.
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 prospective patients who express interest through community outreach.
Coordinate clear, compliant communication and a seamless experience for prospective patients 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 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.
Document broker interactions, co-hosted events, and educational activities to demonstrate their educational and arm’s-length character.
Avoid written or informal broker agreements that make patient referrals an expected outcome or condition of the relationship.
Escalate potential broker-related compliance concerns promptly 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.