Broker Liaison

VIPcare•Tulsa, OK

12d•$55,000 - $85,000

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 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 plans, identifies markets for educational activities, participates in community events and educational seminars, and coordinates follow-up for prospective patients interested in wellness exams or initial appointments. It maintains accurate CRM documentation, reports territory activity and insights to the Manager, Regional Broker Relations, and escalates potential compliance concerns. The role requires frequent travel within assigned markets, up to 75% of the time, and 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.
Working knowledge of Medicare and Medicare Advantage products, including 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.
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 engage in event setup and execution activities.
Ability to lift and carry event materials up to 25 pounds as needed.
Ability to work occasional evenings and weekends based on event schedules.
Positive work ethic, teamwork, energy, focus, and ability to meet commitments and complete goals.

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 about Better Health Group’s care model and respond to broker-related inquiries in an educational, CMS-compliant manner.
Provide broker education and support consistently, without tying it to patient referrals, referral volume, 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 and monitor territory performance, adjusting strategies in the interest of patient benefit and regulatory compliance.
Track broker engagement, outreach activity, and educational touchpoints in CRM systems.
Participate in and support educational community events and seminars, ensuring they comply with CMS guidelines and documenting their educational content and nature.
Represent Better Health Group at local events and senior-focused community settings, and collaborate with Field Marketing and Events teams.
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 handle prospective patient 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 broker interactions and educational activities, and provide regular updates on territory performance, outreach metrics, compliance activities, and market insights.
Conduct and document broker outreach and educational activities in compliance with applicable laws, regulations, and company policies.
Avoid written or informal agreements that make patient referrals an expected outcome or condition of broker relationships.
Promptly escalate potential compliance concerns and complete required annual CMS-related training.
Travel frequently within assigned markets, stand and walk, assist with event setup and execution, and lift and carry event materials up to 25 pounds as needed.
Operate a motor vehicle and maintain reliable transportation for travel between assigned locations.