DEBORAH ANNIE BOLAND
Retail Merchandiser, Customer Service/Relations Representative
Clearlake,US
Summary
Self-motivated, organized, experienced professional seizing viable options where my talents and skills will be best utilized.
Background in increasing profits, reducing costs, and transforming customer service standards. Excellent marketing, customer service and facility oversight skills and more than 30 years of experience. Highly effective and comfortable working with people at all levels in organization.
Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving.
A wealth of experience in strategic planning and operational management. Delivered impactful results, Focused on fostering exceptional communications skills, team collaboration and while achieving individual outcomes Skilled in financial management, strategic growth, and customer relations. Industry knowledge,
Overview
2025
2025
years of professional experience
4002
4002
years of post-secondary education
Work History
Owner/P & C Broker
Boland Insurance Services
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Consulted with customers to assess needs and propose optimal solutions.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Retail Merchandiser
L&R Distributors
06.2022 - 01.2025
- Responsible for 16-20 Safeway/Albertson, Food Mart/Lucky/Food Max stores
- Inventory control: shipments, ordering, product placement according to approved planograms (POGs), via electronic devices (computer, tablet, scanners)
- Excellent communication with Store Managers, Receivers, Department Managers, and store staff
- Worked as a company team member
- Attended biweekly Zoom meetings with Company Regional, District, and Senior Managers
- Certifications are up to date
- Experienced with resets, warehouse protocols, shipping, invoicing, returns, and issuing credits
Insurance Biller, Front Office Manager
Dental Practice Management
09.2007 - 06.2012
- Managed many dental practices over 35 year period
- Responsibilities: Experienced customer service, phone & in-person
- Billing monthly statement, filing insurance claims (initial thru Consultant Reviews), Collections, preparing & presentation of treatment plans, patient financing, monthly newsletters, monthly reports
- References available upon request
- Assisted patients with understanding their insurance benefits and financial responsibility, fostering positive relationships.
- Maintained detailed records of all transactions and correspondences to support accurate account management.
- Streamlined billing processes for increased efficiency, implementing electronic data interchange systems.
- Conducted regular audits of billed services to identify discrepancies and prevent potential revenue loss due to inaccuracies or fraud.
- Collaborated with healthcare professionals to obtain necessary documentation for claim submission and payment.
Owner
Ergonomic Technology
09.1989 - 01.2007
- Sales & Certified Ergonomic Consultant
- Developed BBB manages both e-commerce and in-person sales, using established ergonomic principles
- POS system, product orders, invoicing, monthly accounting reports, credit
- Serving 20 Sonoma County hospitals, private clients, referrals from occupational therapists, medical providers, Workman's Comp clients, independent business owners, large corporate clients, surgeons, state & local government offices, industrial and office settings, and client evaluations
Education
Bachelor of Science - Business Administration And Management, Science
Sonoma State University
Rohnert Park, United States 09.1972 - 06.1983
Registered Dental Assistant (R.D.A.) -
Certified Course, Redwood Empire Dental Sociwety
05-1971
Registered Dental X-ray Technicians - undefined
Certified Advanced TMJ Studies - undefined
UCLA
A.D.Banker - Property & Casualty Insurance Broker
Department of Insurance
Skills
- Comprehensive Patient Support
- Preparation of Financial Statements
- Collections, Payroll
- A/R, A/P, Collections
- Business management, Customer relations, Relationship building and Client services
- Generated Monthly Financial Statements
- Benefits Analysis Communication
- Clear Interpersonal Skills
- Advanced Time Management Strategies
- Experienced with computers, laptops, tablets, scanners, cell phones, plan-o-grams (POGs), resets, product placement & pricing, ordering, and inventory control
- Operations management, Team leadership, Decision-making
- Strategic planning & Operations management
Phone Numeric
7073229324
Timeline
Retail Merchandiser
L&R Distributors
06.2022 - 01.2025
Insurance Biller, Front Office Manager
Dental Practice Management
09.2007 - 06.2012
Owner
Ergonomic Technology
09.1989 - 01.2007
Bachelor of Science - Business Administration And Management, Science
Sonoma State University
09.1972 - 06.1983
Registered Dental X-ray Technicians - undefined
Certified Advanced TMJ Studies - undefined
UCLA
Owner/P & C Broker
Boland Insurance Services
Registered Dental Assistant (R.D.A.) -
Certified Course, Redwood Empire Dental Sociwety
A.D.Banker - Property & Casualty Insurance Broker
Department of Insurance
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