Broker Liaison

VIPcare•Oklahoma City, OK

6d•$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 to broker partners and the wider community so Medicare beneficiaries can 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, supports genuinely educational community events, coordinates follow-up and appointment scheduling for prospective patients, and maintains accurate records of outreach, broker interactions, and compliance activities. The role collaborates with the Manager, Regional Broker Relations, Field Marketing, Events, and internal teams. Travel is frequent within assigned markets, up to 75% of the time, and occasional evenings and weekends may be needed for 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, 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 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.
Positive work ethic; ability to inspire others and model core values and guiding principles.
Team-oriented approach, contributing ideas and feedback and meeting commitments.
Energy and passion when facing tasks and challenges, with focus and drive to 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 with educational, CMS-compliant communications.
Provide consistent educational support and resources without tying them to patient referrals, preferential treatment, or referral volume.
Develop and execute a compliant outreach plan to support patient education and Medicare Advantage awareness across an assigned territory.
Identify and prioritize high-opportunity markets while ensuring outreach activities remain within CMS guidelines.
Track broker engagement, outreach activity, and educational touchpoints in CRM systems; monitor territory performance and adjust outreach strategies.
Participate in and support genuinely educational community events and seminars, ensuring no enrollment activity, Scope of Appointment collection, or plan-specific marketing takes place at educational events.
Document event content and its educational nature, especially for events attended or co-hosted with broker partners.
Represent Better Health Group at local events and in senior-focused community settings, collaborating 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 follow-up for prospective patients and handle their information according to 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, and provide regular 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 (42 CFR § 422.2274), and company policies.
Ensure broker relationships have no written or informal agreements that state or imply patient referrals as an expected outcome or condition.
Escalate potential compliance concerns to the Manager, Regional Broker Relations or Compliance Officer.
Complete required annual CMS-related training and maintain current knowledge of Medicare Advantage marketing rules and guidelines.