Broker Liaison

VIPcare•Tampa, FL

25d

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 brokers and the broader community to help 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, HIPAA requirements, and Better Health Group policies. The position develops territory outreach strategies, tracks broker engagement and educational activities in CRM systems, supports educational events, and coordinates follow-up for prospective patients. It collaborates with internal teams and reports territory performance, outreach metrics, compliance activities, and market insights to the Manager, Regional Broker Relations. The role requires frequent travel within assigned markets, including occasional evening and weekend events.

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.
Ability to handle data confidentially.
Cultural diversity appreciation 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 on Better Health Group’s care model and respond to broker inquiries with educational information consistent with CMS marketing guidelines.
Ensure broker support is offered consistently and is not tied to patient referrals, preferential treatment, or exclusive arrangements.
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 use this information to inform territory strategy.
Monitor territory performance and adjust outreach strategies to prioritize patient benefit and regulatory compliance.
Participate in and support educational community events and seminars, ensuring they comply with CMS requirements and do not include enrollment activity, Scope of Appointment collection, or plan-specific marketing.
Document the educational content and nature of events, including 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 reached through community outreach.
Coordinate clear, compliant communications and 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 regular performance, outreach, compliance, and market updates.
Conduct outreach in compliance with the Anti-Kickback Statute, CMS Medicare Advantage marketing regulations, and company policies.
Ensure records demonstrate the educational and arm's-length nature of broker interactions and events, and avoid agreements that identify patient referrals as 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.