Broker Liaison

Overview

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

• 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?

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.

• 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., Hub Spot), 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 elevate 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

• 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,…