Helen Duong Email & Phone Number

Dallas, TX, US

• Provide data analysis and consult internal partners on health carrier notices, market trends, pricing, and legal and industry changes, ensuring regulatory compliance while boosting sales and maximizing broker partners’.
• Lead a team of data analysts to:Produce simplified data analysis and resources for nontechnical users (e.g., post-enrollment resources for employers and employees, visualization of data on health carrier information.
• Incorporate federal regulatory requirements into policies and procedures – together with the Director of Compliance - and provide timely information to sales managers.

Santa Ana, CA, US

• Developed and maintained comprehensive knowledge of each carrier’s health products, technologies, tools, workflow, and underwriting guidelines (Blue Shield, Aetna, Kaiser, and UHC).
• Performed complex data analysis and research, including market analysis, rate, and health plan benefit comparisons, helping executive leadership make inform decision.
• Worked across departments and with external vendors to implement new programs, products, and services to expand the portfolio of offerings.
• Informed and recommended tools and communicated product changes, helping clients make decisions and heighten enrollment process efficiency.
• Created PowerPoint presentations, sales tools, informative flyers, and educational videos for sales executives to use in client meetings.
• Developed positive relationships with carriers, vendors, sales executives, brokers, and internal marketing, underwriting, and operation teams, building credibility and good rapport.

Westlake Village, CA, US

• LARGE GROUP DATA ANALYST
• Strategized with sales executives and brokers to customize proposals with the right health carrier, health plans, and competitive rates for the employer group.
• Developed a high level of knowledge regarding health benefits, rates, and market trends for 8 medical/ancillary carriers and 6 ancillary carriers, resulting in improved sales proposals to clients.
• Reviewed and verified health plan benefits received from carriers. Updated and maintained the health benefits data for department use, allowing quick spreadsheeting and data accuracy.CASE ADVOCATE II | SMALL GROUP.
• Performed underwriting for new small business health policies. Kept all parties on track and ensured they met the deadline, providing 100% prevention of effective date roll, which can cause a premium increase or lapse.
• Exceeded department quality standards by providing consistent, high-quality work, leading to monthly internal audit scores of 97-100%.

• Analyzed and verified credit, income, and assets, ensuring full accuracy, completeness, and compliance with the lender, federal, and state guidelines.
• Packaged and submitted loan file to desired lender. Worked closely with lenders to complete, approve, and fund the loan.
• Coordinated with lenders, escrow, and title companies for a timely close.