Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative
Karen Kopecky

Karen Kopecky

Semi-Retired
Altoona,IA

Summary

Professional and technically inclined with 35+ years of experience demonstrating progressively more ability to work independently and lead others. Complies with federal regulations while maintaining confidentiality of protected documentation. Quality-focused professional dedicated to approaching administrative tasks with attention-to-detail and tenacity.

Overview

35
35
years of professional experience

Work History

Verbatim Hearing Reporter

Office Of Hearings And Appeals
09.2012 - 09.2017
  • Worked as independent contractor recording and transcribing hearings held by Administrative Law Judge for Office of Hearings and Appeals.
  • Digitally recorded and transcribed hearing held both in person and remotely from across state of Iowa. These records became part of individuals claim file.
  • Acted as liaison between judge and claimant and/or their attorney or non attorney representative,
  • Prepared invoices for work activities and submitted them for payment.

District Manager

Social Security Administration
10.2001 - 11.2007
  • Was manager of small Social Security office.
  • While working in that position hired, fired and promoted employees based on needs of office.
  • Did quality review of employee work product. During course of those reviews, determined that employee was not performing job in ethical manner and terminated employment.
  • Did annual reviews of each employee's performance and awarded bonuses to employees who's outstanding performance contributed to office's highly successful performance.
  • Managed office's discretionary budget to insure employees had all necessary supplies and assuring office adhered to budget restrictions,
  • Made sure office met performance goals and standards set by agency to insure high level of customer service,

Public Affairs Specialist

Social Security Adminstration
10.2000 - 09.2001
  • I wrote articles, gave speeches, developed community resources and did outreach to businesses, schools and community groups regarding Social Security programs.
  • Provided information at high schools, colleges and universities to help prepare retiring personnel with information on how Social Security fits into their retirement plans.
  • Went to businesses to present information during pre-retirement seminars.
  • Addressed CPAs regarding how their tax recommendations impacted their client's potential eligibility to Social Security benefits.
  • Shared information with inmates who were soon to be released about their potential eligibility to Social Security and/or Supplemental Security benefits.

Disability Claims Manager

Social Security Adminstration
09.1996 - 10.2000
  • Took claims for Social Security and Supplemental Security Income Disability. Developed both the non disability requirements.
  • Developed the medical evidence to determine if they met the medical requirements to qualify for benefits,
  • Worked with physicians, psychologists, psychiatrists and others to ensure I was making a legally binding decision regarding the broad scope of disability.

Claims Representative

Social Security Adminstration
08.1985 - 09.1996
  • Took claims for people applying for Social Security retirement, survivor and disability benefits.
  • Obtained the information necessary to establish their eligibility for benefits, Developed data necessary to determine if beneficiaries continued to be eligible when questions arose regarding their ongoing eligibility.
  • If it was determined they no longer qualified for benefits, developed information necessary to determine what benefits they were not eligible to receive and determined if overpayment had resulted.
  • Considered facts of situations that resulted in overpayment and determined if claimant was responsible for repaying overpayment.
  • If appeal filed, followed guidelines established by agency and used judgement and discretion to make any eligibility/overpayment/retirement/fraud situations.

Technical Expert

Social Security Adminstration
09.1979 - 07.1985
  • Was resource person for staff of Service Representatives who were answering questions from public about Social Security in general and specifically about their own Social Security benefits.
  • Wrote policy and procedure manual for representatives to follow regarding actions to take depending on situation encountered.
  • Wrote reports and coordinated activities with other management personnel in office,

Service Representative

Social Security Adminstration
03.1974 - 09.1979
  • Responded to inquiries from public regarding questions/concerns regarding Social Security benefits.
  • When unable to resolve issues on independently, corresponded with Program Service Centers to explain problem and request action needed to taken to resolve issues.
  • Worked in telephone center during part of this period of time, taking calls from public and resolving issues for them.

Claims Clerical

Social Security Administration
08.1973 - 02.1974
  • Assisted Claims Representatives in developing claims for Social Security benefits by following up on evidence and documentation needed from employers.

Personnel Specialist

Social Security Adminstration
10.1971 - 07.1973
  • reated lists of eligible candidates based on agency specifications for hiring to Civil Service positions,
  • Ensured selections made for those positions followed Federal Government guidelines regarding Veterans preference and a wide variety of other government guidelines.

Bookkeeper

Farm Bureau Insurance
05.1971 - 10.1971
  • Maintained and processed invoices, deposits, and money logs.
  • Inspected account books and recorded transactions.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled and corrected issues with financial records.
  • I worked for a small agency within Farm Bureau offering high risk automobile insurance not otherwise available from Farm Bureau.

Education

No Degree - Bookkeeping

American Institute of Business
Des Moines, IA
05.1971

Skills

Concise Communication

  • Medical Terminology
  • Strategic Planning
  • Organizational Analysis
  • Staff Management
  • Attention to Detail
  • Conflict Management
  • Report Preparation
  • Productivity Improvements
  • Budgeting Skills
  • Performance Tracking and Evaluations
  • Recruiting and Hiring
  • Team Development

Timeline

Verbatim Hearing Reporter

Office Of Hearings And Appeals
09.2012 - 09.2017

District Manager

Social Security Administration
10.2001 - 11.2007

Public Affairs Specialist

Social Security Adminstration
10.2000 - 09.2001

Disability Claims Manager

Social Security Adminstration
09.1996 - 10.2000

Claims Representative

Social Security Adminstration
08.1985 - 09.1996

Technical Expert

Social Security Adminstration
09.1979 - 07.1985

Service Representative

Social Security Adminstration
03.1974 - 09.1979

Claims Clerical

Social Security Administration
08.1973 - 02.1974

Personnel Specialist

Social Security Adminstration
10.1971 - 07.1973

Bookkeeper

Farm Bureau Insurance
05.1971 - 10.1971

No Degree - Bookkeeping

American Institute of Business
Karen KopeckySemi-Retired