JOSEPH R. HAUSER
Astoria, NY **103
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
Agent, Spring 2009-October 2010
Received the training and knowledge of Life Insurance, Annuities and Long Term Care Insurance.
Built relationships with clients and continued my knowledge of the insurance and investment industry.
Customer service and servicing my clients major part of my referral process and client retention.
Following up with prospects and clients and keeping them informed helped build trust in my business practice and kept me in a favorable basis.
Community Works
Intern, Fall 2007
Assisted Finance Manager with preparation for annual audit, which included verifying and coordinating W9 and other documentation for compliance, organizing receipts and other supporting documents.
Inputed invoices, receipts, bank and credit card reconciliations and company payroll into Excel and Quickbooks.
Collected money and made phone calls on past due accounts.
Was responsible for company’s weekly bank deposits.
COMPUTER SKILLS
Proficient in MS Word, Excel, PowerPoint, and QuickBooks. FTIS Software.
Familiar with MAC
LICENSES
Licensed to broker Life and Health Insurance in the state of New York.