Manager, Regional Broker Relations

VIPcare•Tampa, FL

About The Position

The Manager, Regional Broker Relations leads a team of Broker Liaisons across an assigned region and develops professional, arm’s-length relationships with insurance brokers, independent agents, and Field Marketing Organizations (FMOs). The role supports Medicare beneficiary education and community outreach while advancing awareness of Better Health Group’s patient care. The Manager is accountable for regional growth metrics, team performance, and compliance across broker engagement activities. The Manager establishes and oversees the operational and regulatory framework for the team, ensuring broker relationships and community activities comply with the Anti-Kickback Statute (AKS), CMS Medicare Advantage marketing guidelines (42 CFR Part 422/423 Subpart V), and company policies. The position is the primary regional escalation point for compliance questions and novel broker arrangements, partnering closely with the Director, Field Marketing and the compliance team. The role develops compliant regional outreach strategy, oversees educational events and community engagement, supports new clinic openings, and monitors performance and compliance activity. It also ensures appropriate documentation, CRM use, handling of sensitive information, and coordination with internal teams. Frequent travel within the assigned region—up to 75%—is required, along with occasional evening and weekend work based on event schedules.

Requirements

Bachelor’s degree in a related field preferred; equivalent experience will be considered.
At least 5 years of experience in broker relations, Medicare outreach, field marketing, or a related healthcare role; Medicare Advantage or value-based care experience is preferred.
At least 1 year of experience leading or managing a team.
Working knowledge of the Anti-Kickback Statute, CMS Medicare marketing regulations (42 CFR Part 422/423 Subpart V), CMS event-type classification rules, and OIG guidance on beneficiary inducements, or demonstrated willingness to develop this knowledge immediately upon hire.
Understanding of broker licensing and CMS certification requirements for Medicare Advantage sales.
Proficiency with CRM systems such as HubSpot or Salesforce and standard business applications.
Proficiency with Google Suite, including Drive, Docs, Sheets, and Slides.
Demonstrated leadership, critical-thinking, and problem-solving skills in a compliance-sensitive environment.
Strong relationship-building, interpersonal, and presentation skills with the ability to engage brokers, FMO contacts, community partners, and internal stakeholders.
Excellent organization, time management, multitasking, and attention to detail.
Effective written and verbal communication skills, including comfort presenting to internal and external audiences.
Ability to work cross-functionally and independently with minimal supervision in a fast-paced, evolving environment.
Results-oriented approach with a focus on compliant, quality execution and delivery.
Valid driver’s license and willingness to travel across the assigned regional market.
Ability to handle data and sensitive information confidentially.
Appreciation of cultural diversity and sensitivity toward target patient populations.
Ability to travel frequently within assigned markets, up to 75%.
Ability to sit for extended periods, stand and 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

Experience working with FMOs, independent brokers, and broker networks.
Experience in Medicare Advantage, Medicaid, or value-based care organizations.
Bilingual English/Spanish.

Responsibilities

Lead, coach, and develop Broker Liaisons; set performance expectations and ensure accountability for territory outcomes, compliant engagement, and documentation.
Provide feedback, training, and professional development on AKS requirements, CMS Medicare marketing regulations, event classification, the “anything of value” test, and non-exclusivity principles.
Establish escalation protocols for broker events, event structures, and potential compliance concerns, and ensure the team follows them.
Interview, onboard, and train new Broker Liaisons, and cover territory gaps during transitions as needed.
Conduct regular one-on-ones and team meetings to review performance, compliance activity, market insights, and open issues.
Collaborate with FMO and broker network contacts on educational outreach, community events, and compliant engagement.
Oversee FMO and broker network arrangements involving resource-sharing, co-hosted activities, or coordinated outreach, applying the “anything of value” test before arrangements are finalized.
Set and enforce a regional framework for arm’s-length, non-exclusive broker and FMO interactions, with no remuneration or other value flowing between the company and brokers.
Establish guidelines for engaging a range of brokers, monitor for exclusivity patterns, and address concerns.
Verify that brokers interacting with the company are appropriately licensed and CMS-certified to sell Medicare Advantage plans in the relevant state.
Ensure there are no written or informal agreements tying broker relationships to patient referrals or enrollment volume; review and approve written event arrangements before execution.
Develop and execute a compliant regional Medicare education and community engagement strategy with the Director, Field Marketing.
Own regional Broker Liaison growth metrics and drive patient education and awareness through compliant, non-transactional engagement.
Collaborate on action plans for market activities, community outreach, and new clinic openings.
Maintain a structured feedback mechanism with broker and FMO contacts without creating expectations of reciprocal referrals or exchanging patient information.
Provide regular updates to the Director, Field Marketing on regional strategy, team performance, compliance activity, market conditions, and opportunities or challenges.
Provide a monthly calendar of community events, outreach activities, and relationship-building opportunities across the region.
Oversee compliant regional community events, including Medicare education seminars, health fairs, and broker education sessions.
Ensure events are classified correctly and that educational events do not include enrollment activity, Scope of Appointment collection, or plan-specific marketing.
Ensure co-hosted activities are genuinely educational, involve no on-site enrollment or compensation between parties, use documented fair-market-value resource sharing where applicable, and are not tied to patient referrals.
Coordinate event marketing and educational content and ensure materials meet CMS guidelines and receive required health plan or CMS review before distribution.
Ensure Broker Liaisons document event content and educational character, particularly for events attended or co-hosted with brokers.
Own the regional AKS and CMS compliance framework and translate enterprise policies into operating standards for the team.
Partner with the compliance team on regulatory developments, update regional standards, and retrain the team when guidance changes.
Review and approve novel or ambiguous broker arrangements, event structures, and resource-sharing proposals, consulting the compliance team when needed.
Maintain documentation of regional broker interactions, co-hosted events, and outreach activities sufficient to demonstrate arm’s-length, educational, and non-referral-contingent activity.
Lead or coordinate annual and update-triggered CMS and AKS compliance training for Broker Liaisons.
Handle prospective patient information and broker-sourced contact data in accordance with HIPAA privacy and security requirements.
Collaborate with the Leadership Team on new clinic openings, contributing broker and community outreach perspectives to market-entry strategy.
Partner with Community Events and Field Marketing teams to align broker outreach with organizational event and growth objectives.
Ensure consistent use of CRM systems, such as HubSpot, to track broker interactions, educational activities, outreach touchpoints, and compliance documentation.
Monitor and report regional performance metrics, including broker engagement, patient education outcomes, conversion, and compliance activity; escalate issues as appropriate.
Support special projects and educational initiatives as directed by the Director, Field Marketing.