Broker Liaison

Overview 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 arms-length, professional, compliant relationships with insurance brokers within an assigned territory to support community outreach and patient and broker education on the quality of Better Health Group patient care. This role serves as a knowledgeable educational resource for brokers 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 brokers 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 areas 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 there are no written or informal agreements with brokers that include 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; will also consider candidates with 5+ years in a comparable field-based ro