Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Nancy Retana

Tracy,CA

Summary

Seasoned Senior Travel Advisor with deep understanding of planning and booking various travel arrangements for clients. Known for delivering first-rate customer service and providing tailor-made itineraries that exceed client expectations. Possess strong communication skills, ability to build lasting relationships, and keen attention to emerging travel trends. Previous roles demonstrate significant impact in increasing client satisfaction rates and enhancing overall productivity within fast-paced environments.

Overview

17
17
years of professional experience

Work History

Senior Travel Advisor

First Class Service Travel
Tracy
04.2019 - Current
  • Prepared invoices and receipts after confirming successful completion of each booking process.
  • Negotiated contracts with vendors and suppliers to ensure competitive prices for clients without compromising quality standards.

  • Developed relationships with key suppliers such as airlines, hotels, car rental companies and tour operators to secure the best rates for customers.
  • Assisted customers with visa applications by providing required documents and guidance on application procedures.
  • Monitored changes in airline schedules due to weather conditions or other factors and re-arranged itineraries accordingly.
  • Resolved customer complaints regarding travel arrangements in a timely manner while ensuring customer satisfaction.
  • Processed payments using POS terminals or other payment systems according to established policies and procedures.
  • Provided accurate cost estimates for different travel packages taking into account airfare costs, taxes, fees.
  • Ensured all bookings were accurately recorded in the company's reservation system while maintaining confidentiality of customer information.
  • Attended trade shows and networking events related to the travel industry in order build relationships with potential partners and clients.
  • Organized complex travel itineraries for international and domestic trips including flights, transfers, car rentals, and hotel bookings.
  • Responded promptly to customer inquiries via phone calls, emails or online chats within specified timeframes.
  • Explained benefits of purchasing travel insurance with clients.
  • Asked open-ended questions to best understand client needs and determine best travel offerings.
  • Handled travel arrangements for groups, couples, executives, and special needs clients.
  • Provided exceptional customer service, resolving any travel-related issues promptly.
  • Fostered a positive and collaborative work environment, sharing travel tips and insights with colleagues.
  • Managed travel documentation, ensuring all necessary passports and visas were obtained in a timely manner.

Account Manager

OnSite
Stockton
05.2022 - 09.2023
  • Serve as the lead point of contact for all customer account management matters
  • Build and maintain strong, long-lasting client relationships
  • Negotiate contracts and close agreements to maximize profits
  • Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
  • Forecast and track key account metrics (e.g
  • Quarterly sales results and annual forecasts)
  • Prepare reports on account status
  • Collaborate with sales team to identify and grow opportunities within territory
  • Assist with challenging client requests or issue escalations as needed.

Office Manager/ Warehouse Manager

HSG SAFETY SUPPLIES INC
01.2019 - 03.2022
  • Manage Office
  • AP/AR/Payroll/ Collection Calls/ Set up new accounts
  • Handle all logistics for multi stop business trips domestically for all managers
  • Coordinate orders with different vendors for parts needed for production
  • Order office supplies
  • Manage Warehouse employees and Train them on pulling orders, shipping and receiving, UPS system
  • Order warehouse supplies.

Administrative II

TELEDYNE RISI
Tracy
11.2015 - 02.2019
  • Provide clearance background checks for visitors to the facility using OCR software
  • Government Contracting
  • Manage purchase orders from various customers
  • Manage inventory
  • Assist with AP/AR/Payroll, collection calls to companies, run credit checks for new customers and produce an account in the Progression Software
  • Handle all logistics for multi stop business trips domestically for all managers
  • Coordinate orders with different vendors for parts needed for production
  • Order office supplies
  • Organize company parties and functions.

Assistant to Agent

STATE FARM INSURANCE
Tracy
11.2011 - 02.2015
  • Answered phones
  • Managed payments for insurance premiums
  • Collections
  • Ordered office supplies
  • Handled all logistics for multi stop business trips domestically for Agent.

Administrative Assistant

WESTERN SADDLERY
Pleasanton
03.2010 - 03.2012
  • Maintained customer files using MASS90 Software
  • Answered phones
  • Assisted with A/P, A/R, Payroll and Collections.

Dispatcher/Administrative Assistant

CENTRAL TOWING
Fremont
08.2007 - 03.2010
  • Dispatched drivers to customers using Nextel radios or Qualcomm boxes
  • Provided assistance to 20 drivers
  • Worked with the CHP and police departments, customer and road clubs
  • Assisted with A/P, A/R and Payroll
  • Maintained the website.

Education

High School Diploma -

Tracy High School
Tracy, CA
06-1999

Skills

  • Accounts Payable
  • Data Entry
  • Payroll
  • Receptionist
  • Billing
  • Microsoft Excel
  • Quickbooks
  • Scheduling
  • Accounts Receivable
  • Office Management
  • Warehouse Management
  • Shipping & Receiving
  • Management
  • Customer service
  • Account management
  • Research
  • Business development
  • Negotiation
  • Exceptional customer service
  • Budgeting and finance
  • Client networking
  • Travel Arrangements
  • Executive Travel
  • Company Branding
  • Administrative tasks
  • Hotel Accommodations
  • Special needs travelers
  • Credit card payments
  • Team Oversight
  • Regulations and compliance
  • Client Relationship Building
  • Relationship Management
  • Logistics support
  • Client Consultations
  • Reservations Management
  • Regulatory Compliance
  • Client Relations
  • Social Media
  • Cultural Awareness
  • Mentoring and training

Languages

Spanish
Native/ Bilingual

Timeline

Account Manager

OnSite
05.2022 - 09.2023

Senior Travel Advisor

First Class Service Travel
04.2019 - Current

Office Manager/ Warehouse Manager

HSG SAFETY SUPPLIES INC
01.2019 - 03.2022

Administrative II

TELEDYNE RISI
11.2015 - 02.2019

Assistant to Agent

STATE FARM INSURANCE
11.2011 - 02.2015

Administrative Assistant

WESTERN SADDLERY
03.2010 - 03.2012

Dispatcher/Administrative Assistant

CENTRAL TOWING
08.2007 - 03.2010

High School Diploma -

Tracy High School
Nancy Retana