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Data Entry, Customer Service, Clerical, Insurance

Millbury, Massachusetts, United States
January 10, 2017

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Marguerite M. Vallee

(508)***-**** * Gould Street, Millbury, MA 01527 Linkedln_URL

Determined and meticulous with 10 plus years of experience in the field of Data Entry, Clerical Support positions. Positive, detail-oriented, and reliable player who goes the extra mile on a daily basis to help the team meet and exceed goals.

Insurance Underwriting

Data Entry

Customer Service


Technical Skills

Microsoft Office 2010 Word



Versatile and accurate and driven to meet the expected goals daily.

Professional Experience

Boys & Girls Club of Worcester Present

Worcester, MA


Mentoring & Helping with Homework

BNY Mellon, Westborough, MA 2012-2016

Clerical Support

List Bill Plans and Transfer of Assets/Liquidation paperwork

Reviewing and assisting in the processing of List Bill Plans

(which are payroll deductions of retirement assets).

Reviewing and quality checking of the plans paperwork.

Contacting the plans with information that the plan is inaccurate.

Providing Training in setting up the List Bill Plans.

Provided backup assistance when needed.

Contacting the financial representative for percentages

for new plan members.

Transfer of Assets paperwork: reviewing all paperwork

writing rejection letters and processing and completed

Toa paperwork.

Framingham State University, Framingham, MA 2009-2011

Contractor: Processing Center Supporting the Admissions Department

Providing a variety of Administrative Tasks in a support

role for the Admissions Office

Managing all incoming mail to be batched and sorted

and scanned into the system.

Providing information and assistance to incoming students

seeking information and questions, indexing all work into

the Banner System and filling the completed work, processing faxes.

UNUM Group, Worcester, MA 1996-2008

Support Associate

Performing a variety of administrative tasks in a support

role for the billing department of an insurance company.

Answering information and research queries, underwriting

insurance policies, customer support, managing all incoming

mail and faxes, image scanning, and other administrative tasks

supporting internal staff and customers.

Key Achievement: Streamlined process and saved hundreds

of dollars by recommending that Image Processing be done

with paper clips, in lieu of staples.


Bachelor’s Degree-Worcester State University

Course of Study: Psychology

Associates Degree-Quinsigamond Community College

Course of Study: Business, Accounting Principles and Marketing

Professional Associations:

St Gabriel’s The Archangel

CCD Teacher

Eucharistic Minister

Retreat Team Advisor

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