Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Larissa Vega

Houston,TX

Summary

Dynamic operations and client service professional with over 8 years of experience driving efficiency and excellence in sales, quality systems, insurance services, and administrative operations within healthcare and manufacturing sectors. Expertise in client communication, client retention, process improvement, compliance, and coordination of business operations in fast-paced environments. Recognized for exceptional problem-solving abilities, strong organizational skills, and adeptness at managing multiple priorities while consistently delivering outstanding service. Committed to fostering positive client relationships and enhancing operational workflows to support organizational success.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Independent Agent Broker

Financial Wellness Solutions Group
07.2020 - Current
  • Analyzed customer needs and provided best options, selling products and services. Generated new leads and identified potential clients by using successful direct marketing strategies. Coordinated appointments and consultations with clients in home and clinic settings to gain better understanding of overall financial situations.

Client Experience & Sales Coordinator

Naturalcare Cleaning Service and Pest Control
11.2024 - 03.2026
  • Manage the full lifecycle of client service operations including lead conversion, client communication, scheduling coordination, and service delivery for residential cleaning and pest control services. Serve as the primary point of contact for inbound and outbound leads across phone, email, SMS, Yelp, and digital platforms, converting inquiries into scheduled services and long term clients. Provide service consultations and accurate quotes based on home size, service scope, and requested add ons. Coordinate technician scheduling, route planning, and service windows to ensure efficient operations and high customer satisfaction. Oversee communication from initial inquiry through post service follow up, resolve client concerns, and strengthen retention by converting one time clients into recurring service programs.

Health Plan Specialist

KelseyCare Advantage
05.2023 - 05.2024
  • Handled incoming prospect/KCA member calls. Directed calls as needed. Worked with Medicare eligible individuals to choose which plan work best for their needs. Presented various sales presentations. Discussed different medication co-pays and explain the donut hole/coverage gap. Helped individuals to apply for LIS, Medicaid and state pharmaceutical assistance programs. Met sales quotas per month. Participated in weekly meetings to deliberate different sales and marketing strategies.

Direct Marketing Sales Agent

Humana
07.2022 - 05.2023
  • Educating customers about Medicare, veteran benefits and supplemental insurance. Conducting sales activities related to inbound calls inquiring about individual health plan products. In addition to inbound calls also working in the tele-brokerage department and assisting with additional outside sales opportunities. Provide customer support and customer service for members with general inquires. Help prospects determine which Medicare plan is the best for them by explaining available benefits, confirming their doctors are in network, and the copays for their services as well as their prescriptions. Also selling dental, vision and hearing plans for non-Medicare prospects. Train with quality assurance to ensure compliance is met for all calls and all disclosures are stated to avoid any allegations from members.

Quality Professional

Amerapex
10.2021 - 06.2022
  • Led quality improvement initiatives across manufacturing and quality departments by identifying process gaps, analyzing data, and implementing corrective actions to ensure compliance with company and regulatory standards. Supported internal and external audit programs including planning, implementation, feedback, and follow up. Collaborated cross functionally to resolve quality concerns, investigate deviations, and improve operational processes. Delivered presentations on quality metrics, performance improvements, and corrective action plans while helping strengthen overall quality systems and continuous improvement efforts.

NDT Business Administrator

Amerapex
10.2019 - 10.2021
  • Responsible for keeping general operations running efficiently. Formatting procedures and documents for the Quality Manager, compiling data records to show profitability, answering, and making telephone calls, scheduling appointments, and completing general travel requisitions.

Payroll Clerk

Amerapex
10.2018 - 10.2019
  • Collecting and reviewing employee information and working hours, calculating wages, preparing, and processing employee payments, and per diem. Maintaining accurate payroll records. Preparing reports to cross examine profitability.

Inside Sales

Champion Fiberglass
11.2017 - 10.2018
  • Researching and identifying potential accounts, soliciting new accounts, building rapport, providing technical information and explanations, and preparing quotation for fiberglass parts. Enters Purchase orders and provides confirmation emails. Makes efforts to achieve the short-term sales targets and improve goodwill of the organization.

Production Planner

Champion Fiberglass
06.2016 - 11.2017
  • Plans and prepares production schedules for manufacture of industrial/commercial products. Consults with department supervisors to determine status of assigned projects. Expedites operations that delay schedules and alters schedules to meet unforeseen conditions. Calculates material needed for parts made in the shop. Prints work order travelers and closes all data entry needed to manufacture goods.

Data Entry Specialist

Raba Kistner
08.2014 - 06.2016
  • Entering Geotech reports into software database to confirm project preparations for building new structures.

Production Planner

Forum Energy/Davis-Lynch
06.2012 - 06.2014
  • Plans, schedules, coordinates, and monitors the flow of products through the complete production cycle. Provides timely planning and scheduling of manufacturing work orders to the manufacturing floor to achieve both internal financial goals and customer delivery dates.

Education

No Degree - Business

University of Houston - Downtown
Houston
12-2029

Diploma - undefined

Scarborough High School
06-2011

Skills

  • Client Relationship Management
  • Operations Coordination
  • Sales and Lead Conversion
  • Process Improvement
  • Quality Systems and Compliance
  • Administrative Operations
  • Scheduling and Logistics Coordination
  • Customer Service and Support
  • Data Management and Reporting
  • Medicare Plan Consultation
  • Licensed Agent
  • Insurance Sales and Client Education
  • CRM and Business Software

Certification

Life & Health Insurance License

Timeline

Client Experience & Sales Coordinator

Naturalcare Cleaning Service and Pest Control
11.2024 - 03.2026

Health Plan Specialist

KelseyCare Advantage
05.2023 - 05.2024

Direct Marketing Sales Agent

Humana
07.2022 - 05.2023

Quality Professional

Amerapex
10.2021 - 06.2022

Independent Agent Broker

Financial Wellness Solutions Group
07.2020 - Current

NDT Business Administrator

Amerapex
10.2019 - 10.2021

Payroll Clerk

Amerapex
10.2018 - 10.2019

Inside Sales

Champion Fiberglass
11.2017 - 10.2018

Production Planner

Champion Fiberglass
06.2016 - 11.2017

Data Entry Specialist

Raba Kistner
08.2014 - 06.2016

Production Planner

Forum Energy/Davis-Lynch
06.2012 - 06.2014

Diploma - undefined

Scarborough High School

No Degree - Business

University of Houston - Downtown