Medicare Education & Broker Relations Specialist

Betterhealthgroup; Town of Florida (NY); Hybrid; USD 55,000 - 60,000; Full time

Job summary

Better Health Group is seeking a Broker Liaison to build relationships with insurance brokers, promote Medicare education, and support community outreach within assigned markets. The role focuses on compliance with CMS guidelines and HIPAA while coordinating with internal teams to educate patients and drive awareness.

The position requires 2+ years in related healthcare fields, strong CRM skills, and willingness to travel across markets. CRM like HubSpot is used for tracking activities.

Qualifications

• 2+ years of experience in insurance broker sales, Medicare outreach, community education, or related healthcare field.
• Strong knowledge of CMS marketing guidelines and the Anti-Kickback Statute.
• Proficiency with CRM systems and Google Suite for collaboration.

Responsibilities

• Broker Relationship Management: build and maintain relationships with brokers to support Medicare education and awareness.
• Territory Strategy & Growth: develop and execute compliant outreach in assigned markets; track activities in CRM.
• Community Engagement & Events: participate in educational seminars compliant with CMS guidelines.
• Patient Engagement & Coordination: assist scheduling and follow-up for wellness exams and appointments; HIPAA compliant.
• Collaboration & Reporting: align with internal teams; maintain CRM records; report on territory performance and insights.
• Compliance & Documentation: ensure all activities meet CMS and company policies; complete CMS training annually.

Skills

CRM relationship building

Medicare knowledge

Communication skills

Education

Bachelor's degree in Marketing or related field

Tools

HubSpot CRM

Job description

Better Health Group is seeking a Broker Liaison to build relationships with insurance brokers, promote Medicare education, and support community outreach within assigned markets. The role focuses on compliance with CMS guidelines and HIPAA while coordinating with internal teams to educate patients and drive awareness.

The position requires 2+ years in related healthcare fields, strong CRM skills, and willingness to travel across markets. CRM like HubSpot is used for tracking activities.