Position Objective
The Community Events Specialist is the autonomous owner of all community event activity within the state of Florida, responsible for delivering high-quality, compliant educational events and community outreach activities that support Medicare beneficiary awareness and expand access to Better Health Group's care model. Operating within the enterprise-wide strategy, standards, and Medicare regulatory framework established by the Manager, Community Events, the Specialist exercises full independent judgment over how those standards are applied regionally, including complete ownership of the regional event budget, independent authority over vendor and partner decisions, and full accountability for regional event outcomes. The Specialist functions as the primary regional decision-maker for operational matters and does not require case-by-case managerial approval for day-to-day activities within the approved budget, strategic framework, and compliance guidelines. All event activity must comply with applicable CMS Medicare marketing regulations (42 CFR Part 422/423 Subpart V), Anti-Kickback Statute (AKS) requirements, and Better Health Group’s internal compliance policies.
Responsibilities
- Regional Event Planning & Execution
- Own the end-to-end planning and execution of all community events within the assigned region, including broker engagement sessions (25–100 attendees) and large-scale events (up to 100–300 attendees), from concept through post-event analysis.
- Apply enterprise event standards to regional programming, independently determining how those standards are implemented given regional market conditions, partner expectations, and logistical realities.
- Independently classify each event as an educational event or a marketing event consistent with CMS definitions, and ensure all event activities, materials, and conduct strictly adhere to the rules governing that event type, including the prohibition on conducting enrollment activities at educational events.
- Exercise independent authority over venue selection, event format, and logistics, including coordination of catering, A/V, and signage, ensuring that any food, beverages, or gifts provided to Medicare beneficiaries do not exceed nominal value thresholds under CMS and OIG guidance.
- Ensure that all event marketing materials distributed to Medicare beneficiaries comply with CMS marketing guidelines and, where required, have received applicable CMS or health plan review and approval prior to use; escalate material review needs to the Manager and compliance team in accordance with established timelines.
- Resolve day-of event issues under own authority; escalate to the Manager and/or compliance team any situation involving potential regulatory exposure, including unplanned enrollment activity, beneficiary complaints, or unanticipated broker conduct.
- Manage invitations, RSVPs, attendance tracking, and post-event follow-up communications in compliance with CMS rules prohibiting unsolicited contact with Medicare beneficiaries and in accordance with HIPAA requirements for any use of attendee contact information.
- Regional Budget Ownership & Financial Accountability
- Hold full and independent ownership of the regional community events budget, with autonomous authority to allocate, commit, and reallocate funds across all regional event activities without prior approval for individual expenditures within the approved budget.
- Make independent decisions on how regional budget resources are deployed to maximize event impact and ROI, including trade-offs between event scale, vendor quality, and cost-sharing opportunities.
- Negotiate and execute cost-sharing arrangements with regional health plan partners at fair market value; ensure all financial arrangements with health plan partners are documented in writing, free from any linkage to patient referral volume or enrollment outcomes, and reviewed by the compliance team prior to execution to mitigate AKS exposure.
- Maintain real-time, audit-ready budget records for the region; proactively identify variances and implement corrective actions independently.
- Evaluate vendor invoices, authorize regional expenditures, and approve payments within designated budget authority, ensuring no expenditure constitutes an improper inducement to beneficiaries or a prohibited benefit to brokers.
- Contribute regional budget intelligence and forecasting to the Manager’s enterprise-level budget process, providing independent analysis and recommendations on regional resource needs.
- Regional Broker, Partner & Community Relations
- Exercise judgment on broker and partner relationship prioritization to enable engagement strategy in compliance with the Anti-Kickback Statute: ensure no remuneration, including meals, gifts, event access, exclusive endorsements, leads, or below-market resources, flows to or from brokers in connection with patient referrals or enrollment activity beyond CMS-regulated broker compensation.
- Ensure that co-presence with brokers at events is structured as a non-exclusive, genuinely educational arrangement where no enrollment occurs, or as a properly classified and notified marketing/sales event; avoid any arrangement in which Better Health Group’s participation could be construed as an endorsement or exclusive promotion of a specific broker in exchange for patient flow.
- Independently coordinate co-sponsored events with regional health plan partners in alignment with the partner’s CMS marketing obligations; ensure co-sponsorship arrangements are documented at fair market value with no referral-contingent terms, and involve the compliance team prior to finalizing agreements.
- Surface regional partner feedback, engagement trends, and any potential compliance concerns to the Manager and compliance team promptly.
- CRM, Data Integrity & Regional Reporting
- Maintain accurate and complete event data, leads, and outcomes in CRM platforms (e.g., Salesforce, HubSpot) in accordance with enterprise standards, HIPAA requirements, and CMS data use rules.
- Independently develop and manage the regional event calendar, coordinating with brokers, partners, and internal stakeholders while retaining final authority over regional scheduling and prioritization.
- Track and analyze regional event performance, including attendance, educational session engagement, post-event appointment scheduling, and follow-up activity, and independently determine follow-up actions at the regional level.
- Deliver regular regional performance and compliance activity reports to the Manager, providing independent analysis and flagging any open compliance items requiring enterprise-level attention.
- Medicare Regulatory Compliance
- Maintain current working knowledge of CMS Medicare Advantage and Part D marketing regulations (42 CFR Part 422/423 Subpart V), OIG guidance on beneficiary inducements, and AKS requirements as they apply to community events and broker engagement activities.
- Apply CMS event-type rules consistently: educational events must be free of enrollment materials and activities; marketing/sales events must comply with applicable CMS notification and conduct requirements.
- Ensure that all lead generation, contact data collection, and post-event outreach at regional events comply with CMS unsolicited contact prohibitions and HIPAA, using only opt-in mechanisms and obtaining required consents.
- Proactively identify regulatory risk in proposed event activities, vendor arrangements, or broker engagement approaches, and escalate to the Manager and compliance team before proceeding with any arrangement that presents novel compliance questions.
- Maintain documentation sufficient to demonstrate compliance for all regional events, including event classification records, material approval documentation, vendor agreements, and records of any compliance consultations.
- Participate in compliance training as required by Better Health Group and immediately apply updated regulatory guidance to regional event practices.
Position Requirements / Skills
- High School diploma or equivalent required; Bachelor’s Degree in Marketing, Business Administration or related field preferred
- 3+ years of experience in event planning, community outreach, or marketing, with demonstrated experience independently managing event strategy and budget within an assigned territory or market
- Demonstrated ability to own and manage a budget, allocating resources, tracking spend, and making independent financial decisions within an assigned area
- Experience in Medicare Advantage, Medicaid, or value-based care organizations strongly preferred
- Working knowledge of CMS Medicare marketing regulations (42 CFR Part 422/423 Subpart V), Anti-Kickback Statute requirements, and CMS event-type rules preferred; willingness to develop and maintain this knowledge required
- Experience working with insurance brokers or licensed sales agents preferred; understanding of CMS broker compensation rules a plus
- Bilingual (English/Spanish) preferred
- Proficiency in Salesforce or a comparable CRM
- Familiarity with project management tools (e.g., Monday.com, HubSpot)
- Proficient with Google Suite (Drive, Docs, Sheets, Slides) for real-time collaboration
- Proven ability to independently manage multiple concurrent events and competing priorities under tight deadlines
- Strong negotiation, interpersonal, and relationship-building skills
- High degree of organizational skill, attention to detail, and self-direction
- Valid driver's license and willingness to travel across the assigned regional market
- Demonstrated ability to handle data and sensitive information with confidentiality
- Appreciation for cultural diversity and sensitivity toward target patient populations
Physical Requirements
- Ability to travel frequently within assigned markets, up to 75%
- 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.