Lifestyle

Meeting Planner

Administration & Clerical

•	Strategically plan, produce, and execute company meetings and events.
•	Create a financial plan using cost analysis and data to better and more cost effectively execute an event.
•	Preparation, editing and dissemination of materials for meetings and events.
•	Determine space allocation and create meeting specifications to dictate onsite flow.
•	Negotiate all food and beverage pricing. 
•	Manage hotel attrition by identifying problems early to solve over- or under-performance directly with hotel contacts.
•	Command onsite leadership by effectively working with the hotel, attendees, and speakers.
•	General knowledge of office duties, proficient in Microsoft Office, PowerPoint, and Excel.

•	Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all parties involved. Maintain a high degree of accuracy in agency management systems and document management systems.
•	Provide quotations for existing accounts, renewals, and endorsements. Prepare applications/submissions to insurance companies for renewal business.
•	Order loss run history reports for all of the account managers.
•	Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff, and follows up on claims status, according to agency procedures.
•	Determines reasons for requests for cancellations, act to save accounts by notifying the client, and assisting them with the payment process.
•	Assist with policy endorsements and audit disputes.
•	Help plan internal/external meetings for employees and owners.

Customer Service/Account Manager

•	Help with answering phones, sorting though mail, and maintaining Outlook calendars.
•	Help plan internal/external meetings for the salon owners.
•	Manage multiple salon related projects, such as helping with marketing and advertising. 
•	Assist with handling guest complaints and problems.
•	Manage multiple tasks and projects.
•	Collect payroll data, prepare reports, as well as distribute checks.
•	Prepare weekly work schedules.
•	Responsible for making travel arrangements for the salon owners.
•	Count inventory and generate monthly inventory reports

Executive Assistant

•	Consistently met monthly revenue goals for meeting room rentals, food and beverage, and audio-visual equipment rentals. 
•	Provided clients with personalized on-site coordination of events while clients were in-house 
•	Worked closely with the F&B team regarding coordinating events, purchasing, and setup requirements. 
•	Set up proper billing accounts and processed advance deposits according to accounting policies and with proper authorization.
•	Maintained complete knowledge of service requirements for each scheduled function including, but not limited to, menu selections, group name, type of function and expected attendance, scheduled hours of service, special requests, and payment arrangements.
•	Generated all contracted agreements, proposals, group follow-up, etc. as they related to meetings and events.

Portofino Hotel and Yacht Club 	 Catering Manager

•	Serviced over 1 million square feet of show floor and meeting space.
•	Key point of contact for over 200 of the top trade shows.
•	Coordinated client service needs such as audiovisual, electrical, Internet, telecom, rigging/ lighting, and food and beverage.
•	Collected all client information as it relates to billing, event times, locations, and on-site contacts. 
•	Prepared accurate cost estimates and obtained necessary signatures on related materials.
•	Approved final billing and resolve any outstanding issues.
•	Hosted site inspections, pre convention meetings, and post convention meetings.
•	Provided excellent customer service to all clients, internal and external.

Event Manager

Find out detailed information about Stacy Morris, Meeting Planner in Lakewood , CA

Stacy Morris: Meeting Planner in Lakewood , CA

Stacy Morris

Illinois State University