Summary
Work History
Education
Skills
Additional Information - Special Interests
Timeline
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D'Aisha Tolbert

D'Aisha Tolbert

Hohenwald,TN

Summary

Experienced remote administrative and financial professional with a strong background in virtual assistance, client onboarding, insurance, and financial support. Proficient in utilizing QuickBooks, performing data entry tasks, managing CRM platforms, and utilizing Microsoft Office. Demonstrated expertise in streamlining operations, providing clear client support, and maintaining compliance in fast-paced environments. Committed to delivering reliable, organized, and family-friendly remote support.

Work History

Operations Team Member

The Infinite Empire
04.2025 - Current
  • Support new agents with onboarding, training, and back-office documentation
  • Assist with operational processes and CRM updates to ensure smooth entry into the business

Licensed ACA Agent

American Health Marketplace
06.2024 - Current
  • Ensured ACA compliance and plan accuracy for clients
  • Managed enrollment documents and provided consultation for better coverage decisions
  • Safeguarded sensitive data, maintaining strict regulatory compliance
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.

Finance Professional

WFG
08.2022 - 12.2024
  • Guided clients in wealth planning, debt reduction, and insurance options
  • Promoted living benefits, enhancing clients' financial stability
  • Advised on debt reduction, resulting in significant client savings

Licensed Medicare Sales Agent

Gotham Healthcare Partners
03.2024 - 05.2024
  • Explained plan details clearly, aiding informed client decisions and building trust
  • Maintained detailed enrollment records, ensuring compliance and smooth processes
  • Analyzed Medicare plans, provided plan comparisons, and maintained detailed records

Licensed Health Insurance Sales Agent

Everise/C3
10.2023 - 03.2024
  • Resolved complex client issues and advised on suitable health plans
  • Advised clients on health insurance, boosting satisfaction and retention
  • Developed strong relationships with clients through excellent communication and personalized service.

Education

Bachelor of Applied Science - Accounting

University of Tennessee At Chattanooga
01.2026

Bookkeeping Program -

Penn Foster
04.2025

Virtual Assistant Training -

Udemy
01.2025

Skills

  • Bookkeeping
  • QuickBooks
  • Excel
  • Financial Reporting
  • CRM & Client Management
  • Administrative Support
  • Data Entry
  • Budgeting
  • Record Keeping
  • Health & Life Insurance Knowledge
  • Remote Communication
  • Scheduling
  • Customer Service
  • Problem Solving
  • Team Collaboration
  • Onboarding Support
  • Scheduling expertise
  • Administrative support

Additional Information - Special Interests

  • Volunteer service at Ronald McDonald House
  • Passion for financial organization & problem-solving
  • Voice Acting Camp - Such a Voice
  • Bookkeeping - Penn Foster

Timeline

Operations Team Member

The Infinite Empire
04.2025 - Current

Licensed ACA Agent

American Health Marketplace
06.2024 - Current

Licensed Medicare Sales Agent

Gotham Healthcare Partners
03.2024 - 05.2024

Licensed Health Insurance Sales Agent

Everise/C3
10.2023 - 03.2024

Finance Professional

WFG
08.2022 - 12.2024

Bookkeeping Program -

Penn Foster

Virtual Assistant Training -

Udemy

Bachelor of Applied Science - Accounting

University of Tennessee At Chattanooga

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