Summary
Overview
Work History
Education
Skills
Certification
Timeline
SeniorSoftwareEngineer
JACK BELLES

JACK BELLES

Licensed Insurance Agent
Cape Coral,FL

Summary

Accomplished professional with substantial experience in the insurance, banking and finance industries.

Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.

Overview

33
33
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Allstate Insurance Companies
01.2025 - Current
  • National General Insurance and Direct Auto Insurance Companies certified. (Allstate Companies)
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.

Licensed Health Insurance Agent

Unified Health
08.2023 - 01.2025
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.

Mortgage Banker

The Federal Savings Bank
10.2020 - 08.2023
  • Conducted detailed reviews of client income, assets, debts, and credit history to assess risk levels.
  • Negotiated terms of new mortgages with potential borrowers while ensuring adherence to organizational policies.
  • Analyzed market trends and identified opportunities for growth within the organization's portfolio.
  • Reviewed loan agreements to ensure they were complete and accurate before closing transactions.
  • Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.
  • Worked with underwriters to fix application problems and resolve issues.
  • Exceeded sales goals consistently by developing strong relationships with clients and realtors.

Mortgage Loan Originator

Fairway Independent Mortgage
11.2018 - 10.2020
  • Collaborated with underwriters on any discrepancies found during the review process prior to submitting a final approval decision.
  • Analyzed financial documents such as income statements, tax returns and bank statements to assess clients' creditworthiness.
  • Prepared monthly performance reports detailing key metrics such as number of loans closed, volume of business generated.

Mortgage Loan Originator

Province Mortgage
01.2016 - 11.2018
  • Performed quality assurance reviews on completed files prior to submission for audit purposes.
  • Advised clients on various types of home financing options available based on their individual needs and qualifications.
  • Negotiated competitive loan terms and conditions to ensure maximum profitability for the company.

Vice President

Towne & Country Mortgage Services, Inc.
08.1992 - 01.2016
  • Negotiated and managed partnerships with vendors and suppliers.
  • Designed and implemented financial strategies to maximize profits.
  • Developed and refined the long-term company vision and objectives.
  • Responsible for Sales Management of 20 Loan Originators.
  • Oversight of Compliance and Auditing.

Education

Bachelor Of Science (B.S.) - Marketing

University of South Carolina
Columbia, SC

Skills

  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Goal oriented approach
  • Auto insurance
  • Property insurance
  • Licensed insurance agent
  • Customer service
  • Upselling

Certification

Licensed Insurance Agent -Personal Lines, Life and Health in 45 States.

Timeline

Licensed Insurance Agent

Allstate Insurance Companies
01.2025 - Current

Licensed Health Insurance Agent

Unified Health
08.2023 - 01.2025

Mortgage Banker

The Federal Savings Bank
10.2020 - 08.2023

Mortgage Loan Originator

Fairway Independent Mortgage
11.2018 - 10.2020

Mortgage Loan Originator

Province Mortgage
01.2016 - 11.2018

Vice President

Towne & Country Mortgage Services, Inc.
08.1992 - 01.2016

Bachelor Of Science (B.S.) - Marketing

University of South Carolina

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