Manager, Regional Broker Relations

VIPcare•Tampa, FL

2d•$80,000 - $90,000

About The Position

The Manager, Regional Broker Relations leads 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 the compliance posture of broker engagement activity, and establishes the operational and regulatory framework for the team. Broker relationships and community activities must comply with the Anti-Kickback Statute (AKS), CMS Medicare Advantage marketing guidelines (42 CFR Part 422/423 Subpart V), and Better Health Group policies. The manager is the regional escalation point for compliance questions and novel broker arrangements, partnering with the Director, Field Marketing and the compliance team. The role develops and executes compliant regional outreach strategies, oversees community events and broker/FMO relationships, ensures appropriate event classification and documentation, and translates enterprise compliance policies into practical operating standards. It also manages regional performance reporting, supports market entry and new clinic openings, and collaborates with Field Marketing, Community Events, leadership, and compliance teams. The position involves frequent travel within the assigned region, up to 75%, and occasional evening and weekend work based on event schedules.

Requirements

5+ years of experience in broker relations, Medicare outreach, field marketing, or a related healthcare role.
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 for engaging brokers, FMO contacts, community partners, and internal stakeholders.
Excellent organizational, time-management, and multitasking skills with strong 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.
Demonstrated 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.
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 and ability to model core values and guiding principles.
Team-player mindset, willingness to contribute ideas and feedback, and reliability in meeting commitments.
Energy and passion in addressing work and challenges in the Better Health environment.
Focus, drive, and ability to complete goals.

Nice To Haves

Bachelor’s degree in a related field; equivalent experience is considered.
Experience working with FMOs, independent brokers, and broker networks.
Experience in Medicare Advantage, Medicaid, or value-based care organizations.
Bilingual in English and Spanish.

Responsibilities

Lead, coach, and develop Broker Liaisons, setting expectations and accountability for territory outcomes, compliant engagement, and documentation.
Provide ongoing feedback, training, and professional development, including training on AKS, CMS Medicare marketing regulations, event classification, the “anything of value” test, and non-exclusivity principles.
Ensure Broker Liaisons understand and consistently apply regulatory requirements in broker interactions, events, and outreach.
Establish and enforce escalation protocols for broker events, event structures, and potential compliance concerns.
Interview, onboard, and train new Broker Liaisons; cover territory gaps during transitions as needed.
Conduct regular one-on-ones and team meetings to review territory performance, compliance activity, market insights, and open issues.
Collaborate with FMO and broker network contacts on educational outreach, community event opportunities, and compliant engagement.
Oversee FMO and broker network arrangements involving resource-sharing, co-hosted activities, or coordinated outreach, assessing potential value exchanged in both directions.
Set and enforce a regional framework ensuring broker and FMO interactions are arm’s-length and non-exclusive, with no remuneration or anything of value flowing between the organization and brokers.
Establish guidelines for broad broker engagement, monitor for exclusivity patterns, and address them through analysis and course correction.
Verify that brokers interacting with Better Health Group are appropriately licensed and CMS-certified for Medicare Advantage sales in the applicable 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 outreach strategy with the Director, Field Marketing.
Own regional growth metrics and drive patient education and awareness through compliant, non-transactional engagement.
Collaborate on market activity plans, community outreach, and new clinic openings in the assigned region.
Establish feedback mechanisms with brokers and FMOs that do not create expectations of reciprocal referrals or involve patient information exchange.
Provide the Director, Field Marketing with regular updates on strategy, team performance, compliance activity, market conditions, and opportunities or challenges.
Provide a monthly calendar of scheduled community events, outreach activities, and forecasted relationship-building opportunities.
Oversee planning and execution of regional community events, including Medicare education seminars, health fairs, and broker education sessions.
Ensure events are classified correctly as educational or marketing/sales events 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, document any fair-market-value space or resource sharing in writing, and are not tied to referrals.
Coordinate compliant marketing and educational content for regional events, ensuring required health plan or CMS review occurs before distribution.
Ensure Broker Liaisons document the educational content and character of events, particularly those attended or co-hosted with brokers.
Own the regional AKS and CMS compliance framework for broker and FMO engagement, translating enterprise policies into operating standards.
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 compliance when needed.
Maintain documentation of broker interactions, co-hosted events, and outreach activities sufficient to demonstrate their compliant, arm’s-length, educational, and non-referral-contingent nature.
Lead or coordinate annual AKS and CMS compliance training and training prompted by regulatory updates.
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 CRM use across the Broker Liaison team to track broker interactions, educational activities, outreach, and compliance documentation.
Monitor and report regional performance metrics, patient education outcomes, conversion, and compliance activity; escalate open issues as appropriate.
Support special projects and educational initiatives as directed by the Director, Field Marketing.