Customer Service Assistant
Resume:
Judy K. Hanna
Topeka, KS ***05
Experience Summary:
State of Kansas
April 2002 to May 2004
Program Specialist II - Workers Compensation Applications
Administrative Specialist – Workers Compensation Fraud & Abuse
Overall responsibilities include:
Administrative Specialist, support for Assistant Attorney General preparing & maintaining documents for Workers Compensation claim applications.
Telephone contact with judges, attorneys, law enforcement, investigators, and the public.
Receive complaints/allegations of fraud & abuse via written correspondence or telephone.
Create and maintain fraud cases in the database, entering initial information for criminal and
civil cases, and converting legal documents to the database.
Tracking collections from settlements, including calling for payment of past due accounts.
Type general correspondence and a variety of technical documents.
ING Aetna Retirement Services
September 2000 to December 2001
Marketing Consultant
Job eliminated Aetna sold to ING
Overall responsibilities include:
Customer Service for City, County, and the State of Kansas, 457 Deferred Compensation Plans with fund transfers, allocation changes, and asset mix changes via telephone, correspondence, and the internet.
US Bancorp Piper Jaffray
October 1998 to June 2000
Computer Technical Representative
Overall responsibilities include:
Support broker with client financial presentations and research.
Train brokers on software use and troubleshoot hardware/software system problems.
Handle software installation and security.
Major Accomplishments and Contributions:
Installed 16 new Trident work stations for the entire branch on schedule.
Aetna Retirement Services
May 1997 to May 1998
Call Center Customer Service
Moved to Kansas for husbands job
Overall responsibilities include:
Customer Service for all Aetna 457 Deferred Compensation and 401(k) products with fund transfers, allocation changes, and asset mix changes via telephone, correspondence, and the internet. Was selected to be one of five support specialist for large college self-managed plan.
Vanguard Mutual Funds
January 1997 to May 1997
Call Center Institutional Customer Service
Overall responsibilities include:
Support large corporate accounts 401(k) plans for Vanguard Funds. - via telephone, correspondence, and computer interaction - provided information about specific accounts and retirement plans and discussing Fund strategies and performance.
Northern Trust Bank of Arizona
May 1996 to December 1996
Investment Associate
Job eliminated
Overall responsibilities include:
Support two trust portfolio managers. Prepare for account review meetings with clients. Set up client accounts, order reports, process physical stock, bond certificates, and complete DTC transfers.
First Interstate Capital Management
May 1995 to May 1996
Trust Investment Analyst
Job eliminated – Wells Fargo takeover
Overall responsibilities include:
Research and develop reports for newly created mutual fund department. Compile and prepare board books quarterly. Develop common and pooled funds performance reports. Assist Director of Equity Funds and three fund managers. Job terminated due to bank merger.
Major Accomplishments and Contributions:
Assisted in the documentation for the merger of two mutual fund families Westcore Mutual Funds and Pacifica Funds.
Northern Trust Bank of Arizona
September 1994 to May 1995
Securities Trader
Job moved to Chicago office
Overall responsibilities include:
Bought and sold all equity, fixed income, and limited partnerships and other securities for the trust department for nine portfolio managers, soft dollar reporting, securities pricing, and research. Trust Investment Secretary.
Commerce Bank & Trust
Investment Executive
January 1994 to June 1994
Overall responsibilities included:
Annuity and mutual funds sales and service. Directed presentations to promote the growth of the Investment Group, attract new business, and expand the base of non-bank customers.
Security Management Company
January 1993 to January 1994
Fund Mktg. Customer Service Representative
Promoted to Sales
Overall responsibilities included:
Wholesaler & Broker - responsible for two wholesalers and brokers in 16 states. Product and presentation skills training, formulating goals, objectives, and strategies for territory development. Maintained sales reports. Computer - technical contact for broker hypothetical software
.
Security Management Company
Portfolio Mngr. Research Assistant
May 1988 to January 1993
Overall responsibilities included:
Financial research for six mutual fund managers. Provided statistical reports for each fund. Researched and compiled special reports for senior management. Developed quarterly board meeting financial presentations.
Prudential Insurance
Registered Representative
May 1984 to May 1988
Overall responsibilities included:
Sales and customer service for Life, Health, Mutual Funds, and Variable Annuities.
Judy K. Hanna
1813 SE 37th Street
Topeka, KS 66605
Professional References:
Ezra Ginzburg, Assistant Attorney General Reference Letter
Workers Compensation, Fraud & Abuse Unit
800 SW Jackson
Topeka, KS 66612
In the process of moving –see reference letter
Bernard P. Heffernon, CFS Reference Letter
Managing Director, Registered Principal
ING Aetna Financial Services
10740 Nall Avenue, Suite. 120
Overland Park, KS 66211
Cindy R. Delfelder Reference Letter
Registered Principal
ING Aetna Financial Services
212 SW 8th Avenue Suite 100
Topeka, KS 66603
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