Jodi Dacar

Client Consultant / Account Executive (Hybrid)

Sales Account Executive

• Accomplished Sales 7/2021-4/2025: 51 groups, 15,000 members.
• Responsible for generating new membership growth and creating product awareness across the Health Alliance Network, centrally based in Illinois. - Territory responsibility: McLean Co. & Southern Illinois.
• Maintain and create broker/consultant relationships.
  
• Presenting to prospective employer groups
  
• Overseeing new business implementation
  
• Leading employee meetings and education on all value-added member services.

Client Consultant

• Manage/Service 1 large self-funded account, with 10,000 members.
• Collaborate with internal teams to manage groups' unique benefit plans and custom claims programs.
• Work with the Human Resources team on a daily basis to be a key point of resource for all escalated claims, prior authorization, billing, provider, network, and all other miscellaneous issues.
• Lead bi-monthly meetings with consultants, human resources, and key managers of Health Alliance internal teams.
• Liaison between the customer, consultants, outside vendors, and all internal departments.
• Manage all unique reporting requests from client and work with internal teams to design custom reports to achieve the needed output for clients.
• Provide analytics of customer reporting and plan performance.
• Facilitate communication and correspondence between employer groups, consultants, and Health Alliance.

• 20+ years of experience in servicing large, fully insured, self-funded, and level-funded clients.
• Monitors, analyzes, and reports the activities of competitors.
• Works with Communications to create necessary group and member materials.
  
• Manages the daily activities of assigned employer groups.
  
• Responsible for developing a renewal/re-sale strategy and implementing an account service plan for the assigned book of business.
  
• Manages the external aspects of the group renewal process, including handling requests for renewal rates and obtaining product-positioning data; working with the Rating & Underwriting and Retention Managers to determine renewal rates; and delivering and securing renewal rate agreements.
  
• Provides a consultative review of applicable financial, claims, pharmacy, and predictive modeling reports.
  
• Arrange a presentation with the employer group, broker, or consultant to explain the renewal, and with employees to explain the benefits, eligibility, network, and value-added programs.
  
• Works closely with and develops strong relationships with department sales executives to ensure a smooth transition from the sales process of a new account to the service representative and facilitation of the new group implementation process.
  
• Develops strategies with Finance, Utilization Management, and Underwriting to improve cost containment for each group.
  
• Presents reports to appropriate clients, with evaluation, analysis, and trend reporting.
  
• Participates in the development of new products and strategies consistently evaluating market conditions.
  
• Assesses product needs for employers as the economy and market conditions change and works with the Director to develop new products and services.
• Serves as the primary interface with consultants hired by the employer.
• Assists with the processing of RFPs (Requests for Proposals), making assessments, and advising the RFP coordinator on strategies.
  
• Becomes actively involved in community activities, including health fairs, related to a specific assigned territory by participating in one or more civic organizations.
• Participates in State of Illinois meetings, including giving presentations, Q & A sessions.
  
• Establishes and manages relationships with Health Alliance brokers to maintain the flow of large group resale activity.

• Collaborated with other teams within the organization to provide comprehensive solutions for clients.
• Performed data entry tasks for client records management.
• Investigated unusual or complex customer requests and escalated them as necessary to higher levels of expertise within the organization.
• Resolved customer inquiries in a timely manner, exceeding service-level agreements.
• Analyzed customer issues to identify root cause and provided appropriate solutions.
• Delivered high level of service to clients in effort to build upon relationships for future.
• Provided support to the account management and sales team.

• Served as a leader and mentor to six membership coordinators.
• Reviewed and updated all process documents related to the daily job functions of the team.
• Established training manual for the team.
• Provided oversight of daily output and team performance.
• Assisted with the individual audit of the team member performance matrix.
• Collaborated with the Sales and Account Management team to meet Client deadlines and expectations for enrollment

• Worked with the attorney on negotiated settlement agreements between the company and other liable parties.
• Reconciled payments to ensure the accuracy of payments by third-party vendors were correct.
• Collaborated with the claims team to ensure the accuracy of claims and amounts due from liable third-party payors.
• Managed the relationship between the attorney's office and the company.
• Managed data and reporting for all accounts in negotiation.

• Assisted with the development of internal policies and procedures related to billing.
• Provided training to new staff members on billing processes and procedures.
• Performed data entry into various software systems related to accounts receivable functions.
• Resolved customer inquiries related to billing issues in a timely manner.
• Analyzed current billing processes for potential improvement opportunities.
• Led team members in resolving complex customer billing disputes.
• Created detailed reports on accounts receivable, customer payments and aging summaries.
• Communicated regularly with customers regarding outstanding balances or other billing issues.
• Leveraged billing systems and tools to prepare and distribute customer invoices based on billing criteria.