McKenzie Wisdom
Napa,Ca
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
12
12
years of professional experience
Work History
Personal Assistant and Caretaker
Cleveland Trust
Napa, USA
01.2022 - Current
- Daily Care Support: Provides companionship and assistance with daily activities to enhance quality of life.
- Appointment Management: Schedules and organizes appointments, ensuring timely transportation and attendance.
- Financial Management: Assists with managing personal finances, including budgeting, bill payments, and tracking expenses.
- Household Organization: Helps maintain an organized home environment, including cleaning, laundry, and general upkeep.
- Meal Preparation: Prepares nutritious meals according to dietary preferences and restrictions.
- Medication Management: Reminds and assists with medication schedules to ensure proper adherence.
- Errand Running: Completes errands, such as grocery shopping and picking up prescriptions.
- Transportation Coordination: Arranges and provides transportation to appointments, social events, and activities.
- Communication Liaison: Acts as a point of contact for family members and healthcare providers regarding care and well-being.
- Emotional Support: Offers companionship and emotional support, fostering a positive and engaging atmosphere.
Travel Agent-Client Services Manager
Travel-With-Brigitte
San Antonio, USA
10.2022 - 07.2024
- Develop and maintain professional relationships with high-end clients to support the company's revenue and outreach
- Manage the entire process of travel planning, including creating bespoke travel itineraries and destinations based on clients' requirements
- Source and book hotel accommodations, transportation, and excursions that meet individual preferences and budgets
- Provide clients with white-glove service throughout the entire booking process, ensuring they are informed and comfortable with every stage of the booking process
- Proactively anticipate clients' needs and take action to deliver the highest level of customer satisfaction
- Take payments and coordinate third-party payments for all aspects of the travel itinerary
- Provide concierge services to clients, such as arranging restaurant bookings, theater tickets, and other VIP requests
- Maintain a deep understanding of industry-specific products and services, including airlines, hotels, and tourist excursions
- Ensure that clients receive prompt and professional communication throughout the travel booking process
- Collaborate with colleagues to design and implement effective marketing strategies that target specific demographic groups
- Prepare reports and maintain accurate records to track client interactions, sales activity, and revenue generating opportunities
- Act as an on-site group leader and private concierge during travel destinations, managing a large group of clients at a time whilst maintaining positivity and professionalism
- Continual research on emerging travel products and services, seeking out new destinations and to improve the quality of service the agency provides
Licensed Insurance Broker-Agent
Wine Valley Insurance
Napa, USA
11.2019 - 12.2022
- Act as a primary point of contact with clients, analyze their insurance needs, and recommend coverage options that best suit their individual needs
- Meet with new and existing clients to sell, service, and renew policies
- Develop a list of prospective clients and work to expand the agency's client base
- Follow up with clients to ensure satisfaction, communicate policy details, and collect payments
- Work with underwriters to obtain quotes and negotiate terms with insurance carriers
- Maintain a deep understanding of insurance products, market trends, and developments that may impact clients
- Provide technical expertise to clients and colleagues on insurance industry regulations and compliance requirements
- Collaborate with colleagues to design and implement effective marketing strategies that target specific demographic groups
- Prepare reports and maintain accurate records to track client interactions, sales activity, and policy renewals
- Engage in ongoing professional development opportunities to stay current on insurance products, market trends and changes
Guest Relations and Daily Operations Manager
Inn On Randolph
Napa, USA
06.2015 - 10.2022
- Managed innkeeping scheduling, procedures, and duties, ensuring smooth and efficient operation of the inn.
- Oversaw all housekeeping scheduling and needs, maintaining a high standard of cleanliness and organization throughout the inn.
- Maintained computer literacy, utilizing Word, Excel, Google Applications, E-mail, Websites, and the Inn's property management system on a daily basis.
- Conducted inventory management and ordered supplies as necessary, ensuring that the inn is always well-stocked and supplied for guests.
- Developed and maintained vendor relationships, ensuring that vendors provide high-quality products and services for the inn.
- Managed property maintenance, ensuring that the inn's facilities and grounds are always in top condition.
- Managed the kitchen, calculating and logging all food costs, executing ordering for chefs, and encouraging overall timeliness for the culinary team.
- Foreseen possible events and buyout opportunities, preparing contracts when necessary, and maximizing revenue opportunities.
- A licensed wedding officiant, authorized by the state of California to legally perform marriage ceremonies.
Senior Aid Assistant in Food Services
Holiday and Springs of Napa
Napa, USA
04.2013 - 06.2016
- Welcome and escort residents to their seats, ensuring a friendly and welcoming atmosphere in the dining room
- Serve meals at the tables in a polite and efficient manner, taking residents' orders and addressing special requests as appropriate
- Prepare food items according to menu specifications, accommodating dietary restrictions and preferences as required
- Follow safe food handling and sanitation protocols in food preparation, serving, and cleanup
- Assist residents with eating and drinking as needed, ensuring that utensils and dishes are clean and within reach
- Monitor the dining room for cleanliness, ensuring that tables, chairs, and floors are free from spills and debris
- Assist residents with daily activities as needed, such as dressing, grooming, and bathing
- Provide ongoing communication and care reporting to nurses, other staff members, and relatives or friends of residents
- Maintain a high level of cleanliness and orderliness throughout the dining room and other common areas of the senior home
- Participate in training and meetings to improve quality standards, safety practices, and care procedures
Education
CPR/AED/First Aid
American HealthCare Academy
Napa, CA05-2020
Certificate - Hospitality and Tourism
Napa Valley College
Napa, CA01-2018
Certificate - Office Management
Folsom Lake College
Folsom, CA01.2017
License - Property and Casualty Agent
America's Training Center
Napa, CA01.2017
License - Wedding Officiant
Folsom Lake College
Folsom, CA01.2017
Skills
- Database entry
- Filing and data archiving
- Exceptional organization
- Licensed Insurance Agent
- Professional phone etiquette
- Sales management
- Travel booking management
- Strong interpersonal skills
- Commitment to quality and service
- File and database management
- Vendor Management
- Background in insurance
- Marketing Management
Personal Information
Title: Management & Customer Services Coordinator
References
References available upon request.
Timeline
Travel Agent-Client Services Manager
Travel-With-Brigitte
10.2022 - 07.2024
Personal Assistant and Caretaker
Cleveland Trust
01.2022 - Current
Licensed Insurance Broker-Agent
Wine Valley Insurance
11.2019 - 12.2022
Guest Relations and Daily Operations Manager
Inn On Randolph
06.2015 - 10.2022
Senior Aid Assistant in Food Services
Holiday and Springs of Napa
04.2013 - 06.2016
CPR/AED/First Aid
American HealthCare Academy
Certificate - Hospitality and Tourism
Napa Valley College
Certificate - Office Management
Folsom Lake College
License - Property and Casualty Agent
America's Training Center
License - Wedding Officiant
Folsom Lake College
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