DANA LEBLANC
Colorado Springs,CO
Summary
Consummate visionary with 24+ years of insurance industry experience, currently specializing as an Employee Benefits Broker. Highly driven and exceptionally motivated professional with a proven track record of building strong client relationships and delivering successful strategic benefit solutions. Expertise in benefits consultation, compliance management, client retention, and business development. Known for executing projects on time, working effectively under pressure and implementing innovative strategies to meet organization goals.
Overview
24
24
years of professional experience
4
4
Certification
Work History
Employee Benefits Broker
USI Insurance Services
Denver, CO
11.2024 - Current
- Consult with employers to design, implement, and manage comprehensive employee benefits programs including medical, dental, vision, life, disability, and other ancillary services.
- Conduct market analysis and negotiate with insurance carriers to secure competitive rates and optimal coverage for clients.
- Analyze renewal proposals, perform cost-benefit analyses, and develop strategic recommendations to control costs while maintaining quality coverage.
- Ensure client compliance with federal and state regulations including ACA, ERISA, HIPAA, COBRA, and FMLA.
- Manage open enrollment processes, employee communications, and benefits education initiatives.
- Build and maintain strong client relationships through regular strategic review, proactive service, and consultative partnership.
- Identify new business opportunities and develop prospect relationships through networking and referrals.
- Collaborate with internal teams and carrier representatives to resolve client issues and implement benefit solutions.
- Maintained consecutive weekly metrics of 100-200 calls and scheduling two appointments weekly.
Sales Agent
Allstate Insurance
Castle Rock, CO
04.2023 - 11.2024
- Field Underwriting.
- Answer incoming phone calls, walk-ins, emails, and faxes.
- Explain various insurance and banking inquiries.
- Build business through relationships and marketing.
- Other projects as needed.
Office Manager, Sales & Marketing Agent
State Farm Insurance
Centennial, CO
12.2021 - 04.2023
- Manage office.
- Field Underwriting.
- Answer incoming phone calls, walk-ins, emails, and faxes.
- Explain various insurance and banking inquiries.
- Build business through relationships and marketing.
- Other projects as needed.
Licensed Sales & Marketing Agent
State Farm Insurance
Casper, WY
03.2020 - 11.2021
- Field Underwriting.
- Answer incoming phone calls, walk-ins, emails, and faxes.
- Explain various insurance and banking inquiries.
- Build business through relationships and marketing.
- Other projects as needed.
Customer Solutions Specialist
Travelex Insurance
Omaha, NE
01.2019 - 01.2020
- Answer incoming phone calls and process the sale of enrollments or changes on current protection plans.
- Explain various travel insurance plans offered including benefits and exclusions.
- Work with customers or travel agents to upgrade sales.
- Provide accurate, timely and courteous responses to inquiries regarding protection plans to individual callers and travel agents.
- Explain and answer questions on various programs offered including benefits and exclusions after the purchase of protection plan.
- Expedite the resolutions to protection plan modifications.
- Work with policyholders and travel agents to edit policies, including but not limited to, the processing of refund requests, date transfers and beneficiary changes.
- Review and respond to written correspondence regarding policy issues/revisions from policy holders and travel partners.
- Work closely with Third Party Administrators and Travel Agents Order brochures in large quantity for travel agencies or travel suppliers.
- Other duties as needed.
Intake Specialist / Trainer / Office Coordinator
Midwest Respiratory
Omaha, NE
12.2016 - 12.2018
- Order all office supplies.
- Training new CSR and Respiratory Therapists on all company systems.
- Working with marketing representatives.
- Create weekly cleaning schedule.
- Simultaneously working walk-ins, incoming faxes, emails, and telephone calls regarding various DME insurance orders.
- Working stop held, recertification, and outstanding sales order reports.
- Wheelchair/rehabilitation billing.
- Schedule RT appointments and create CPAP Setup packets.
- Primary experience with processing nebulizers, walkers, and home oxygen DME.
- Ability to coordinate dispatching current client replacement supplies to multiple in and out of state company drivers/service technicians.
- Verification of insurance and ability to give pricing to patients with in depth explanations of their insurance benefits.
- Quality control in regards to establishing new oxygen patients and familiarity with Mediate guidelines, and ability to obtain all required documentation prior to dispensing DME.
- Handling patients secured personal and payment information, while maintaining HIPAA compliance.
- Working with marketing to create events designed around patient care and establishing identity in the Omaha area.
Support Representative III
Blue Cross and Blue Shield
Omaha, NE
05.2008 - 03.2012
- Analyze data and fulfill documentation requirements and meet high quality standards.
- Service health insurance policies for members and providers.
- Research & service claims, group policies, applications, & enrollees.
- Use and navigate 30-45 systems daily.
- Teach training classes in proper written, email, telephone, & walk-in correspondence.
- Walk-in desk, three locations within the city.
Education
Life and Health Insurance Licenses - undefined
12.2019
Property and Casualty Insurance Licenses - undefined
10.2002
High School Diploma - undefined
Lincoln High
Lincoln, NE08.2002
Skills
UEngage
Concur
Lead Manager
Webex
Teams
Avaya
Advisor Pro
Agency Hub
ECRM
NECHO
Adobe Systems
Brightree
Advanced Retail Management Systems
Retail Pro
AccuPOS Retail
CyberMatrix POS
CyberMatrix software
Inventory management software
Inventory Tracking software
Microsoft Office Software
APS Toolbox
DDC/Collybus
Atlas
WebMD Drug Digest
Pisces
THOR
LifePro
Client Application Priority
Tam Online
Corelink
WiseGui
NEON
Macess
On Demand
Soarian
Meditech
Automated mail processing equipment
Barcode scanners
Barcode Sorters
Computerized cash registers
Credit card processing machines
Desktop & Laptop Computers
Electronic funds transfer EFT Terminals
Fax machines
Printers
POS
Security
Certification
- Property and Casualty Insurance, 2002-10-01
- Life and Health Insurance, 2019-12-01
Accomplishments
Founded Women Who Build Tomorrow, a networking initiative connecting professional women with local nonprofits through quarterly events featuring keynote speakers. September 2025 event directly resulted in recruitment of new board member for A Precious Child, expanding organizational capacity and mission reach.
Timeline
Employee Benefits Broker
USI Insurance Services
11.2024 - Current
Sales Agent
Allstate Insurance
04.2023 - 11.2024
Office Manager, Sales & Marketing Agent
State Farm Insurance
12.2021 - 04.2023
Licensed Sales & Marketing Agent
State Farm Insurance
03.2020 - 11.2021
Customer Solutions Specialist
Travelex Insurance
01.2019 - 01.2020
Intake Specialist / Trainer / Office Coordinator
Midwest Respiratory
12.2016 - 12.2018
Support Representative III
Blue Cross and Blue Shield
05.2008 - 03.2012
Life and Health Insurance Licenses - undefined
Property and Casualty Insurance Licenses - undefined
High School Diploma - undefined
Lincoln High