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’ business potential. • 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, and competitor analysis for sales managers).Specify and execute complex reporting inquiries by internal and external stakeholders, enabling sales managers to stay up to date with the latest industry changes and have early conversations with clients. Present and facilitate training for internal partners (e.g., scripting and production of user-friendly video presentations on market analysis and competitors’ tools, PowerPoint, tables, and excel pivots). Implement user-friendly repository folders to promote efficiency.Coordinate cross-team projects to execute clients’ communication and marketing campaigns, strengthening positive client relationships.• 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. • Led 8+ projects from inception through execution annually, including carrier management and marketing and communication, ensuring quick referencing and timely updates to sales executives.

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 UNDERWRITER • 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 of coverage.• Exceeded department quality standards by providing consistent, high-quality work, leading to monthly internal audit scores of 97-100%. • Maintained confidential information such as subscribers’ date of birth and social security numbers and employers’ business tax returns.• Developed collaborative partnerships with the carriers, sales executives, brokers, and employer groups.

• 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.