Customer Service High School

LYNN HAGERMAN

*** ******** ***., *********, ** **213

Home: 614-***-****

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

Objectives: To obtain a position where I can use my administrative,

customer service and/or financial recordkeeping skills to the benefit of

the organization.

Skills: Creative, goal-oriented professional. Dependable, thorough, and

well-organized planner. Successful track record in customer satisfaction

and training. Exercise exceptional judgment and work independently.

Strong math skills. Excellent written / oral communication skills. Type

60 words per minute. Experience with fax, copier, scanner, postage and

dictation equipment. Computer savvy. Experienced in Microsoft Excel,

Word, Outlook and plan administration software.

SELECTED ACCOMPLISHMENTS

> Performed full range of administrative support for General Managers, Vice

Presidents, Controller, department heads and Attorney.

> Balanced financial reports; reconciled and analyzed cash receipt and

individual accounts; coded invoices and processed for payments; entrusted

with access to all accounts to make deposits and withdrawals

> Handled over thousands of customer inquires annually.

> Made travel arrangements to included airline / hotel accommodations and

car rentals.

> Coordinate social events and functions ... organized company parties

> Managed, organized and distributed incoming correspondence.

Experience

Plan Administrator Crowe Horwath, LLC Columbus,

Ohio 2008-2010

Administer defined contribution plans including ESOP, 401(k) and Profit

Sharing plans. Asset reconciliation, perform allocations, compliance

testing, valuations, annual 5500 filing and consulting with plan sponsors

and their representatives on plan issues.

Account Manager Advanced Pension Solutions Blacklick, OH

2005-2007

Managed administration for a block of defined contribution plans to include

census administration, compliance testing, asset reconciliation and annual

valuation and participant statements. Review and sign off on IRS reporting

forms for submission.

Independent Contractor Advisors Pension Services Columbus, OH

2003-2004

Performed annual valuation and tax reporting.

Pension Consultant Nationwide Insurance Columbus, OH

1991-2003

Oversaw Plan Administration. Converted plans from individual annuity

product to group product. Prepared annual returns to Department of Labor

and IRS. Updated and maintained plans for compliance.

Plan Specialist Coopers and Lybrand Columbus, OH

1988-1991

Managed Defined Contribution Plan administration. Prepared IRS reporting.

Annual Salary:

Paraprofessional Ernst & Young Columbus, OH

1986-1988

Conducted monthly auditing for pension funds. Developed reports and

spreadsheets.

Post High School Education - Accounting, Certification of Completion,

Walnut Ridge High School Adult Continuing Education - H & R Block Tax Class

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