Life Insurance Manager

JOSEPH R. HAUSER

**** **** **. #**

Astoria, NY *1103

Cell: 646-***-****

EMAIL: ***********@*****.***

EDUCATION:

Borough of Manhattan Community College,

New York, NY

AAS in Accounting, December 2007

Honor's Graduate

Dean's List, Fall 2006 Dean's List, Spring 2007

RELATED EXPERIENCE:

New York Life Insurance Company

Agent, June 2009-October 2010

. Received training in the areas of Life Insurance, Annuities. and Long

Term Care Insurance.

. Built relationships with clients and expanded my knowledge of the

insurance and investment industry.

. Utilized client referrals to provide services to prospective clients.

. Followed up with current and prospective clients and worked with them to

ensure that they were continuously informed regarding their accounts.

Community Works

Bookkeeping Intern, September 2007-December 2007

. Assisted Finance Manager with preparation for annual audit which included

verifying and coordinating W9s and organizing receipts as well as other

supporting documents.

. Input invoices, receipts, bank and credit card reconciliations, and

company payroll into Excel and QuickBooks.

. Performed collections on past due accounts both by phone and in person.

. Completed organization's weekly bank deposits.

COMPUTER SKILLS

Proficient in Microsoft Office, QuickBooks, and FTIS Software.

Familiar with MAC.

Contact this candidate