Broker Liaison

Broker Liaison

Our mission is Better Health. Our passion is helping others.

What's Your Why? Are you looking for a career opportunity that will help you grow personally and professionally? Do you have a passion for helping others achieve Better Health? Are you ready to join a growing team that shares your mission? Why Join Our Team: At Better Health Group, it's our commitment, our passion, and our culture that sets us apart. Our Team Members make a difference each and every day! They support our providers and payors, ensuring they have the necessary tools and resources to always deliver best-in-class healthcare experiences for our patients. We don't just talk the talk - we believe in it and live by it. Be part of a team that shares your passion and drive, and start living your purpose at Better Health Group.

Responsibilities

Position Objective

The Broker Liaison, while acting as the face of BHG in the community, is responsible for building and maintaining professional, compliant relationships with insurance brokers within an assigned territory to support patient education, Medicare Advantage awareness, and community outreach. This role serves as a knowledgeable educational resource for broker partners and the broader community, helping Medicare beneficiaries understand Better Health Group's care model and navigate their healthcare journey. All activities in this role are conducted in full compliance with CMS Medicare Advantage marketing guidelines, the Anti-Kickback Statute, and Better Health Group's compliance policies.

Responsibilities

• Broker Relationship Management
• Build and maintain professional, arm's-length relationships with a diverse range of independent and captive insurance brokers to support Medicare education and community awareness
• Serve as an informational resource for broker partners on Better Health Group's care model with the goal of helping patients make informed decisions
• Act as the primary point of contact for broker-related inquiries in regards to Better Health Group, ensuring all communications are educational in nature and consistent with CMS marketing guidelines
• Ensure that all educational support and resources provided to broker partners are offered consistently and are not structured as consideration for patient referrals or in exchange for preferential treatment
• Maintain professional relationships across a range of broker partners rather than establishing exclusive or preferential arrangements tied to referral volume
• Territory Strategy & Growth
• 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 for educational outreach while ensuring all activities remain within CMS guidelines
• Own and drive territory's educational footprint by tracking broker engagement, outreach activity, and educational touchpoints within CRM systems to inform territory strategy
• Monitor territory performance and adjust outreach strategies in ways that prioritize patient benefit and regulatory compliance
• Community Engagement & Events
• Participate in, and support execution of community events and educational seminars (e.g., Medicare 101, T65 outreach) that are genuinely educational in nature
• Ensure all events comply with CMS Medicare Communications & Marketing Guidelines, including that no enrollment activity, Scope of Appointment collection, or plan-specific marketing takes place at educational events
• Document the educational content and nature of all events, particularly those attended or co-hosted alongside broker partners
• Represent Better Health Group at local events and within senior-focused community settings
• Collaborate with Field Marketing and Events teams to align outreach activities with broader organizational objectives
• Patient Engagement & Coordination
• Support scheduling and follow-up for patient wellness exams and initial appointments for individuals who have expressed interest through community outreach channels
• Ensure a seamless, compliant experience for prospective patients through clear communication and coordination with internal teams
• Handle all prospective patient information in accordance with HIPAA privacy and security requirements
• Collaboration & Reporting
• Partner with Manager, Regional Broker Relations and internal teams to align on territory goals, compliance requirements, and outreach initiatives
• Maintain accurate, up-to-date records in CRM systems (e.g., HubSpot), including documentation of educational activities and broker interactions
• Provide regular updates on territory performance, outreach metrics, compliance activities, and market insights to the Manager, Regional Broker Relations
• Compliance & Documentation
• Conduct all broker outreach and educational activities in strict compliance with the Anti-Kickback Statute, CMS Medicare Advantage marketing regulations (42 CFR 422.2274), and Better Health Group's compliance policies
• Document all broker interactions, co-hosted events, and educational activities to demonstrate their educational and arm's-length character
• Ensure no written or informal agreements with broker partners reference patient referrals as an expected outcome or condition of the relationship
• Promptly escalate any potential compliance concerns related to broker activities to the Manager, Regional Broker Relations or Compliance Officer
• Complete all required CMS-related training annually and maintain current knowledge of Medicare Advantage marketing rules and guidelines

Position Requirements / Skills

• High School diploma or equivalent required; Bachelor's Degree in Marketing, Business Administration or related field preferred
• 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
• Demonstrated understanding of HIPAA privacy and security obligations, including appropriate handling of prospective patient information
• Experience in Medicare Advantage or value-based care organizations preferred
• Proficiency in CRM systems (e.g., HubSpot) and standard business applications
• Proficient with Google Suite (Drive, Docs, Sheets, Slides) for real-time collaboration
• 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 interpersonal and relationship-building skills
• Strong organizational skills and attention to detail
• Valid driver's license and willingness to travel across assigned markets
• Demonstrated ability to handle data with confidentiality
• Appreciation of cultural diversity and sensitivity toward target patient populations

Physical Requirements

• 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 operate a motor vehicle and maintain reliable transportation to travel between assigned locations as required by the role
• Ability to work occasional evenings and weekends based on event schedules

Key Attributes/ Skills

• Has a contagious and positive work ethic, inspires others, and models the behaviors of core values and guiding principles
• An effective team player who contributes valuable ideas and feedback and can be counted on to meet commitments
• Is able to work within our Better Health environment by facing tasks and challenges with energy and passion
• Pursues activities with focus and drive, defines work in terms of success, and can be counted on to complete goals

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.