Summary
Overview
Work History
Education
Skills
Languages
Community Engagement
Timeline
Generic

FERMIN E DURAN IV

Charlotte,NC

Summary

Ambitious Hope College alumnus with a degree in Business Management and Economics minor bringing developed knowledge to a finance/sales role. Skilled in communication, leadership, and adaptable in both team-based and individually motivated settings.

Overview

7
7
years of professional experience

Work History

Insurance Consultant

Financial Independence Group
Charlotte , NC
04.2025 - Current
  • Advised clients on life insurance, long term care (LTC) insurance, and annuity products, tailoring solutions to meet individual finance goals, risk tolerance, and retirement planning needs.
  • Conducted comprehensive needs assessments, and illustrations to recommend appropiate life insurance policies (universal and term) and annuities (variable & fixed).
  • Maintained accurate client records, and utilized CRM software to track applications, renewals, and claim processes.
  • Supported policy underwriting processes, ensuring timely submission of applications, and required documentation.

Operations Specialist

Financial Independence Group
Charlotte, NC
04.2022 - 04.2025
  • Developed trusting relationships with financial professionals and a variety of insurance carriers across the United States.
  • Orchestrated end-to-end case management processes, ensuring seamless coordination and resolution of over 100 life insurance cases at a time.
  • Proactively identified and resolved issues, collaborating with cross-functional teams to streamline processes and enhance customer satisfaction
  • Collaborated with underwriters, claims assessors, and other stakeholders to expedite case resolutions, optimizing efficiency.
  • Applied astute data analysis methodologies to discern patterns, facilitating preemptive measures and fortifying the efficacy of case management protocols
  • Led weekly case review calls and team retrospectives to improve efficiencies and processes.

Recruitment Consultant

Frank Recruitment Group
Charlotte, NC
08.2021 - 12.2021
  • Brought in well-qualified, multifaced job candidates to fill open positions.
  • Contacted job applicants to inform of application status.
  • Prepared and submitted listing of qualified applicants to manager for review and coordinated next-phase interviews with management team and potential candidate.
  • Conducted several phone calls daily, in search of talent in the IT industry.

Accounting Analyst

Allendale Heating Co.
Allendale, MI
08.2020 - 08.2021
  • Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
  • Entered invoice data into company database as well as Intuit QuickBooks and updated details, including customer contacts and delivery dates to keep information current.
  • Oversaw and managed the company's financial transactions through Intuit QuickBooks
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.

Head Soccer Coach

Zeeland Christian School
08.2018 - 07.2019
  • Displayed leadership skills.
  • Constructed an efficient practice schedule.
  • Communicated well with parents.
  • Encouraged youth to display their faith through sport.
  • Applied evaluation techniques and personal knowledge to assess abilities to assign players to correct positions on team.
  • Observed culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff.

Education

Bachelor of Arts - Business Management

Hope College
Holland, Michigan
05.2020

Skills

  • Communication
  • Leadership
  • Time management
  • Approachable
  • Strong work ethic
  • Inventory management background
  • PowerPoint
  • Microsoft Excel
  • Intuit QuickBooks
  • Microsoft Access
  • Debt and credit management

Languages

Fluent in written and spoken Spanish and English.

Community Engagement

Hope College Men’s Soccer (2016): Team member- Participating on the varsity soccer team alongside my teammates greatly encouraged my development of teamwork, overcoming adversity, and time management skills.

Camp Geneva: Volunteer (June 2014, June 2015): Kid’s Day Camp (Spanish)- Volunteering enabled me to demonstrate my faith and language with youth.

Timeline

Insurance Consultant

Financial Independence Group
04.2025 - Current

Operations Specialist

Financial Independence Group
04.2022 - 04.2025

Recruitment Consultant

Frank Recruitment Group
08.2021 - 12.2021

Accounting Analyst

Allendale Heating Co.
08.2020 - 08.2021

Head Soccer Coach

Zeeland Christian School
08.2018 - 07.2019

Bachelor of Arts - Business Management

Hope College

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