Mary Ann Schabowski
Ocala
Summary
Dynamic professional dedicated to showcasing and extending talents to effectively assist customers in meeting their needs. Proven ability to develop strong relationships that foster trust and loyalty, enhancing overall customer satisfaction. Committed to delivering exceptional service and solutions that drive success for clients and the organization. Eager to leverage skills in a collaborative environment to contribute to team objectives and elevate customer experiences.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Personal Advisor
The Baldwin Group
The Villages, FL
08.2021 - 03.2026
- Advised clients on personal insurance options to meet individual needs.
- Analyzed policy coverage and identified gaps for improved client protection.
- Conducted comprehensive policy reviews to ensure compliance with regulations.
- Conducted thorough policy reviews, identifying gaps in coverage and recommending suitable adjustments.
- Mentored junior advisors, sharing industry knowledge and best practices to improve overall team performance.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
Medicare Sales Agent
Guided Medicare
Ocala, FL
03.2020 - 08.2021
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Educated clients on the importance of various types of insurance coverage.
- Developed presence in local community to help generate enrollments.
- Conducted home visits and personalized appointments to complete enrollment processes.
Office manager / Agent
Brent Huber Insurance Agency
11.2018 - 11.2019
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
- Monitored front areas so that questions could be promptly addressed.
Office Manager / Agent
The McDonald Agency
01.2008 - 11.2018
- Oversaw daily operations, ensuring efficient workflow and adherence to company policies.
- Implemented office procedures, enhancing productivity and streamlining administrative tasks.
- Trained new employees on office protocols, fostering a supportive onboarding process.
- Fostered strong relationships with clients, enhancing customer satisfaction and retention rates.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
Claims adjuster
One Beacon Insurance Group
Canton, Massachusetts
11.2002 - 05.2007
- Achieved timely completion of claims investigations for auto accidents, medical, and personal injury claims in New England. Maintained consistent management of 150 to 200 pending files each month. Resolved customer service calls and complaints, contributing to improved client relations.
- Investigated incidents by gathering evidence and interviewing involved parties.
- Examined claims forms and other records to determine insurance coverage.
- Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
- Prepared summaries of damage, payments, and policy coverage.
Claims adjuster
Allstate Insurance
Lincoln, Rhode Island
03.1991 - 06.2002
- Managed customer service calls and processed inquiries efficiently.
- Conducted claims investigations to establish liability and authorize settlement payments.
- Managed claim file pending of approximately 100 files.
- Dispatched auto appraisers for inspection of damaged vehicles and total losses.
Education
High School -
Woonsocket High School
Woonsocket, Rhode Island06-1991
Skills
- Customer service
- Time management
- Sales Advanced
- Excel Intermediate
- Customer care Advanced
- Microsoft Intermediate
- Client relationship building
Certification
- Continued education courses to maintain state licenses
- Property and Casualty 220 Licensed
- Life and Health 215 Licensed
Languages
English Proficient
Spanish Conversational
Timeline
Personal Advisor
The Baldwin Group
08.2021 - 03.2026
Medicare Sales Agent
Guided Medicare
03.2020 - 08.2021
Office manager / Agent
Brent Huber Insurance Agency
11.2018 - 11.2019
Office Manager / Agent
The McDonald Agency
01.2008 - 11.2018
Claims adjuster
One Beacon Insurance Group
11.2002 - 05.2007
Claims adjuster
Allstate Insurance
03.1991 - 06.2002
High School -
Woonsocket High School