Therese Quarles
Calera,AL
Summary
Results-driven, detail-oriented, and efficient professional with a diverse background in HR administration, pharmacy operations, and financial institutions. Strong analytical, interpersonal, and collaboration skills. Continuously seeks challenges, sets priorities, and consistently exceeds management's expectations. Recognized for providing excellent employee and customer service through problem-solving and adding value to the organization.
Overview
24
24
years of professional experience
Work History
Sr. Spec. CX Operations
Protective Life/Concourse Financial Group
01.2023 - Current
- Access to bank accounts for daily posting, balancing, and reviewing commission entries
- Research tasks and resolved routine commission statement questions and discrepancies
- Communicate with other Concourse departments and outside product sponsors to resolve problems, i.e accounting, new accounts, and fund companies
- Obtained required approvals for reimbursements
- Distribute client statements and update accounting records
- Reconciliation of suspended commissions and following up with representatives to clear those items
- Researching projects as assigned, providing ongoing assistance and continuous improvement of the commission department
Human Resources Operations Specialist
Protective Life
06.2021 - 01.2023
- Manage and complete I-9 verification process
- Monitor completion of required documentation
- Complete employment verification requests
- Assist with HR Partners and Recruiting with various projects and/or special projects
- Process hires, transfers, promotions, terminations, and other status changes as requested
- Assist with the provisioning process of new hires in HR and Payroll
- Continue to provide admin support for the HR suite including HR Partners, Learning and Development and Recruiting
- Continue to facilitate New Hire Orientation
- Manage onboarding process for new hires including background screens and UltiPro Onboarding
- Assist with background screenings for recruitment
- Other duties as assigned
Human Resources Administrative Assistant II
Protective Life
08.2016 - 06.2021
- Provide front desk support for the HR suite, including maintaining a professional environment, greeting, and assisting employees, managers and guests for HR, Payroll and the Protective Foundation
- Respond courteously to employee questions received via telephone calls, emails, walk-ups and Protective's Sharepoint Q&A system
- Schedule and set up meetings for HR leaders and teams, including handling catering orders and cleanup; Assist Recruiters and Hiring managers to schedule interviews
- Manage, update and distribute HR's directory, mailboxes, and incoming/outgoing mail
- Facilitate employee new hire orientation and complete I-9 verifications
- Provide HRIS new hire data entry for employees and contract workers (high volume)
- Process monthly invoices for entire HR Department and 500+ contract workers
- Ensure timely processing of documents for Employee Files
- Order and prepare new hire gift bags for main campus and remote locations
- Manage LOMA library requirements, proctor monthly I
- Star exams, and submit monthly awards to payroll
New Business Accounting (NBA) Processor
Protective Life
02.2012 - 08.2016
- Applied New Business premiums and Annuity premium checks to appropriate administration systems: Gemini, AppXtender, PTO
- Applied VUL, FVL and UILIC checks to CDS
- Utilized multiple systems for researching checks without policy numbers and processing policy requirements
- Assist to resolve complex and sensitive customer and agent requests
- Processed incoming requests in the NB Accounting email box and respond to incoming accounting related emails, IM's and phone calls
- Processed payments received - Cannot Be Applied, CHECK21 and Return Letter queues and completed deposits and Chase Feed
- Utilize multiple reports via Microsoft Excel
- Develop and maintain effective relationships with department management staff and others
- Successfully trained contingents on processes and systems utilized
- Point of contact for escalations
- Prepared journal entries and check/approve those prepared by others
- Processed check request for all company PO Boxes
- Received, verified and processed vendor invoices for appropriate documentation and approval prior to payment
- Special projects including process improvements and procedures relating to core functions of accounting
- Suggest and organize team building activities
Accounts Receivable Coordinator/Training Specialist
CVS/Caremark
02.2001 - 02.2011
- Effectively managed escalated issues daily. Reviewed orders for accuracy, and check processing to include posting and daily bank deposits.
- Received and placed collection calls to delinquent accounts. Successfully met established productivity goals. Responded to member complaints, and inquiries by phone, fax, or letter, and maintained files for specific information while continuing to manage and resolve complex issues efficiently
- Selected by the manager to assume the role of Acting Supervisor and compose the daily work plan and schedule for each employee to ensure a productive workflow
- Chosen by the leadership team to cross-train in a variety of departments, including Doctor Calls, the pharmacy, and participant services
- Successfully trained 21+ employees in the Accounts Receivable department after traveling to Fort Worth, Texas to learn the new company wide operating system Quantum Leap (QL)
- Selected by executive-level management to receive the prestigious-Employee of the Month and Employee of the Quarter Awards
Education
Associates Degree - Nursing
Lawson State Community College
Birmingham, Alabama05.2013
Skills
- Written and verbal communication
- Attention to detail
- Onboarding
- Teamwork
- Initiative
- Customer Service and problem-solving
- Interpersonal skills
- Microsoft Office
- Time management
Timeline
Sr. Spec. CX Operations
Protective Life/Concourse Financial Group
01.2023 - Current
Human Resources Operations Specialist
Protective Life
06.2021 - 01.2023
Human Resources Administrative Assistant II
Protective Life
08.2016 - 06.2021
New Business Accounting (NBA) Processor
Protective Life
02.2012 - 08.2016
Accounts Receivable Coordinator/Training Specialist
CVS/Caremark
02.2001 - 02.2011
Associates Degree - Nursing
Lawson State Community College
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