Customer Service Insurance

Robert Haupt

*** ******** ***** + Brick, NJ ***** + 732-***-**** +

*************@*****.***

Financial Professional

Employee Benefits + Financial Planning + Investment Analysis +

Financial Markets & Institutions

Recent college graduate with a talent for analyzing, interpreting, and

disseminating complex financial concepts. Have developed an understanding

of investments, employee benefits, financial analysis, financial planning,

insurance and financial markets through extensive coursework and hands-on

special projects. Held several temporary/short-term positions that provided

exposure to many aspects of insurance, finance, and investments.

Education

RIDER UNIVERSITY, Lawrenceville, NJ + Bachelor of Business Administration

in Finance, May 2010

Relevant Coursework:

Financial Markets & Institutions, Intermediate Corporate Finance,

Investments, Financial Modeling, Personal Financial Planning, International

Finance, Statistical Methods I & II, Quantitative Methods for Business,

Microeconomics, Macroeconomics, Introduction to Accounting, Managerial Uses

of Accounting, Marketing Principles, Professional/Strategic Speech,

Strategic Management and Policy, and Research Writing.

Special Projects:

. Completed an in depth study of the behavior of financial markets and

institutions in the economy. The factors determining security prices and

interest rates in the money and capital market have been analyzed through

course work. Finally, market returns, institutional portfolio choices,

and the regulatory environment have been observed. Additionally,

completed an in depth study of the personal financial planning process and

applied it to various hypothetical scenarios. Demonstrated the

understanding of the personal financial life-cycle and suitable strategies

for appropriate phases of an individual's time horizon and financial

goals.

. Conducted researched findings and documented writings on various

subjects. Emphasis was on the refinement of critical reading, thinking,

and writing strategies applied to multiple sources and documented papers.

Finally, effective reading, writing and speech communication have been

applied to executive management strategies and topics throughout hands on

assignments and course work.

Licenses: .State of New Jersey Life Insurance and Health & Accident

Insurance Producer's Licenses

.Pursuing CEBS designation

Work Experience

Univers Workplace Solutions, Hammonton, NJ - Benefits Counselor (Per Diem;

Summer 2011 - Present)

. Perform financial analysis, customer relations, counseling, sales, and

administrative functions for a benefits counseling company; provide

benefits options and information to employees of client companies.

. Analyze employees' individual financial and insurance needs to formulate

comprehensive solutions.

. Consistently achieve or exceed productivity goals in a fast-paced, time-

sensitive work environment.

Service Masters, Farmingdale, NJ - Accounts Receivable Clerk (Temporary

Position, Fall 2010)

. Performed collections of delinquent accounts; achieved considerable

success in reducing aging receivables while maintaining positive customer

relations; consistently achieved performance goals.

Burlington Coat Factory, Brick, NJ - Customer Service Representative

(Summers/School Breaks: 2005-2009)

. Performed diverse customer service functions in a high-volume retail

store; promoted a high level of customer satisfaction and repeat business

through timely problem solving and personal attention to customers' needs.

Computer Skills

Microsoft Office (Word, Excel, PowerPoint, Access), SAP/R3, and Web 2.0

(social networking, wikis, blogs)

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