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Network Power<100 people
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💰100%
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Startup Founder
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Marketing
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🇵🇭100%
Philippines
Work Background
Juliana Salgado Notary Services LLCNotary Public
Oct. 2024• Provided notary services for Estate Planning and Real Estate document signings with professionalism and integrity.
• Ensured accuracy and completeness of all documents during signing appointments.
• Facilitated smooth and efficient client signing processes, building trust and rapport.
Herbst Law Group, LLCParalegal
Jul. 2024 - Oct. 2024Braintree, Massachusetts, United StatesAs an Estate Planning Paralegal, I play a crucial role in assisting attorneys with the preparation and management of estate planning documents and processes. This role involves significant client interaction, meticulous document preparation, and adherence to legal standards and compliance requirements.
1. Client Interaction: - Maintain communication with clients to keep them informed about their case status. - Address client inquiries and provide updates on the progress of estate planning matters.
2. Document Preparation: - Draft and prepare estate planning documents such as wills, trusts, powers of attorney, and health care directives. - Assist in the preparation of probate and trust administration documents. - Review and ensure the accuracy of all documents before submission.
3. Legal Research: - Conduct legal research related to estate planning and probate laws. - Stay updated on changes in estate planning laws and regulations.
4. Case Management: - Maintain and organize client files and documents. - Track deadlines and ensure timely filing of documents.
5. Administrative Support: - Assist attorneys with administrative tasks such as preparing correspondence, managing calendars, and billing. - Handle the notarization of documents and ensure proper witnessing.
6. Compliance and Ethics: - Ensure compliance with legal standards and ethical obligations. - Maintain client confidentiality and handle sensitive information with discretion.
Wilchins Cosentino & Novins LLPLegal Assistant
May. 2022 - Jun. 2024Wellesley Hills, Massachusetts, United States• Prepare a variety of estate planning documents. • Drafting simple and basic legal Trust and Estate planning letters and documentation. • Communicate with clients and beneficiaries. • Prepare a variety of Trust and Estate Planning document signings, such as Irrevocable Life Insurance Trusts ("ILITs"); Grantors Retained Annuity Trust (GRATs); Grantors Retained Income Trust (GRITs) Qualified Personal Residence Trust (QPRTs); Personal Residence Trust (PRTs) Health Care Proxys (HCPs) between others Trust and Estate Planning papers.
Undisclosed Company in the USASenior Business Development Representative
Mar. 2021 - Oct. 2021Greater Boston Lead growing in-house business development team to sell auto insurance directly to qualified leads. Direct sales process from planning to implementation to ensure proper functioning of applications, while working with underwriters. Establish and maintain robust relationships with customers to enhance trust and respect.
Key Achievements:
● Implemented sales process to reduce time from first contact to binding quote by 50%.
● Assisted software development team in streamlining quotation software by establishing mock calls and providing objective feedback to enhance workflow.
● Participated in development of Standard Operating Procedures for underwriting, sales requirement, and operations guidelines to connect company process with registration of motor vehicle process.
American NationalInsurance Operations & Customer Service Specialist at Topsfield Service Center
Mar. 2019 - Mar. 2021Greater Boston AreaCommunicate updated policies and procedures to clients, as well as provide unprecedented assistance in resolving transaction requests and claims on insurance and financial products/services. Optimized organizational insurance processes by collaborating with interdepartmental teams and senior leaderships, while incorporating client feedback. Monitored applications and managed daily account updates to improve agency book of business.
Key Achievements:
● Accomplished targeted sales goals by developing and implementing sales strategies in collaboration with sales agent.
● Increased client inbound calls by 30% through implementation of marketing campaigns.
AllstateInsurance Professional
Aug. 2017 - Jan. 201953 union sq, Somerville MA, 02143Maintained direct and courteous contact with clients through phone calls to sell insurance and financial products. Addressed clients’ inquires to ensure customer satisfaction as licensed insurance sub-producer and CSR.
Key Achievements:
● Resolved customers multiple concerns by supporting 50 clients on daily basis.
● Enhanced customer satisfaction by 80% and contributed 10% of agency’s monthly sales target.
COUNTRY Financial®Financial Representative
Jan. 2016 - Dec. 2017Rochester, Minnesota AreaManaged book of business, found leads, and implemented marketing strategies, while working as principle agent.
Key Achievements:
● Received 100% rating for Customer Service Satisfaction in survey rating from clients.
● Awarded Top-5 Financial Representative title for selling highest number of insurance policies.
● Boosted revenue and drove 50% conversion rate to sales by effectively communicating with prospects.
Macy'sRetail Sales Person
Jan. 2015 - Dec. 2015Rochester, Minnesota Area• International Customer Service and consistency exceeded daily sales objectives by providing excellent customer service and ability to understand customer’s needs. • Effectively rotated as team lead three times a week, with responsibilities to open and close cashier and over general operations. • Assisted clients by phone, email and in person with transaction requests, account inquiries and claims.
Rochester Community and Technical CollegeSpanish Tutor
Jan. 2013 - Dec. 2015Rochester, Minnesota AreaProvided strategic support to 30+ students and 5 faculty members in all Spanish language academic functions per semester. Delivered exceptional performance to train college students enrolled in Spanish cultural studies.
Key Achievement:
● Improved student performance in Spanish class and student attendance/interest in tutoring sessions.
Cebu AndinaAssociate Consultant
Jan. 2010 - Dec. 2013ColombiaLeveraged professional expertise to oversee commercial business of company, while providing general legal services. Engaged with over 50 investors to discuss projects design/development and commercial contracts and collections.
Key Achievement:
● Increased 50% business as 5 out of 10 clients continued to utilize services and renewed contracts, as well as contracted for additional services.
Public Transportation Office General Manager And Director OF
Jan. 2008 - Dec. 2010Colombia• Managed a budget of $1 million and developed educational programs for the local community. Responsible for developing and implementing strategies to enforce traffic culture with more than 12 programs to educate drivers over three years.
• Managed a staff of 30, comprised of 20 administrative staff and 10 public transportation officers. Responsibilities included hiring, coaching and setting performance goals
• Provided leadership to the local community regarding public transportation law enforcement. • Managed data base of registered 30,000 vehicles and driver licenses and coordinated with government directives
DORIAUTOSIndependent Consultant
Jan. 2006 - Dec. 2008ColombiaClients included corporate clients (Doriautos and Yamaha) and a non-profit organization (Chamber of Commerce)
• Designed, developed and marketed over 10 courses and seminars yearly on updates in commercial, administrative law and rules, transportation and insurance guidelines, resulting in 100% enrollment and exceeding revenue by 10% annually.
• Established and developed relationships with more than 70 local businesses and associations to expand pool of local contractors to work for Doriautos, which allowed it to increase its production.
Automotor Diagnostic Center Assistant Manager
Jan. 2004 - Dec. 2006Colombia• Managed a budget of $250,000 annually and a staff of 20 with responsibilities for hiring, coaching & training and setting performance goals.
• Leadership role in managing the company. Developed and implemented marketing strategies promoting the company that resulted in increased revenue and profitability exceeding budget by 20% each year.
• Maintained, organized and coordinated database with information on inspection and certification of 100,000 vehicles.
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