Juliana Salgado Mendoza
Legal Assistant at Wilchins Cosentino & Novins LLP- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
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Portuguese Professional working proficiency
Topline Score
Bio
Luz M. Cumba García, PhD
Juliana was excellent in orienting and guiding me to choose a car and renter’s insurances. She always has the client’s best interest and works with you to find what suits you better. She also explained in a very detailed way all the details of my policies and was always available to answer any questions. She is a great professional and human being. Highly recommended!
Karen Taborda-Marin, MS, MBA
I have been Juliana’s client for over two years now. She is very knowledgeable, patient and has been always on top on my accounts. She is responsive and has always been there whenever I have questions. She is also a very nice person which makes working with her very enjoyable. We have built a good relationship and trust over time.
Luz M. Cumba García, PhD
Juliana was excellent in orienting and guiding me to choose a car and renter’s insurances. She always has the client’s best interest and works with you to find what suits you better. She also explained in a very detailed way all the details of my policies and was always available to answer any questions. She is a great professional and human being. Highly recommended!
Karen Taborda-Marin, MS, MBA
I have been Juliana’s client for over two years now. She is very knowledgeable, patient and has been always on top on my accounts. She is responsive and has always been there whenever I have questions. She is also a very nice person which makes working with her very enjoyable. We have built a good relationship and trust over time.
Luz M. Cumba García, PhD
Juliana was excellent in orienting and guiding me to choose a car and renter’s insurances. She always has the client’s best interest and works with you to find what suits you better. She also explained in a very detailed way all the details of my policies and was always available to answer any questions. She is a great professional and human being. Highly recommended!
Karen Taborda-Marin, MS, MBA
I have been Juliana’s client for over two years now. She is very knowledgeable, patient and has been always on top on my accounts. She is responsive and has always been there whenever I have questions. She is also a very nice person which makes working with her very enjoyable. We have built a good relationship and trust over time.
Luz M. Cumba García, PhD
Juliana was excellent in orienting and guiding me to choose a car and renter’s insurances. She always has the client’s best interest and works with you to find what suits you better. She also explained in a very detailed way all the details of my policies and was always available to answer any questions. She is a great professional and human being. Highly recommended!
Karen Taborda-Marin, MS, MBA
I have been Juliana’s client for over two years now. She is very knowledgeable, patient and has been always on top on my accounts. She is responsive and has always been there whenever I have questions. She is also a very nice person which makes working with her very enjoyable. We have built a good relationship and trust over time.
Credentials
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Learning GDPR
LinkedInApr, 2022- Oct, 2024 -
Writing Formal Business Letters and Emails
LinkedInApr, 2022- Oct, 2024 -
Business Law for Managers
LinkedInFeb, 2022- Oct, 2024 -
How to Ask Productive Questions
LinkedInFeb, 2022- Oct, 2024 -
Think Like a Lawyer to Make Decisions and Solve Problems
LinkedInFeb, 2022- Oct, 2024 -
Google Ads (AdWords) Essential Training (2019)
LinkedInApr, 2021- Oct, 2024 -
Increasing Collaboration on Your Team
LinkedInJan, 2021- Oct, 2024 -
Leading Virtually: Vulnerability and Presence when Working from Home
LinkedInJan, 2021- Oct, 2024 -
Online Marketing Foundations
LinkedInJan, 2021- Oct, 2024 -
Values and Ethics: Case Studies in Action
LinkedInJan, 2021- Oct, 2024 -
Building Customer Loyalty
LinkedInNov, 2020- Oct, 2024 -
Leading a Customer-Centric Culture
LinkedInNov, 2020- Oct, 2024 -
Managing Customer Expectations for Managers
LinkedInNov, 2020- Oct, 2024 -
Managing a Customer Contact Center
LinkedInNov, 2020- Oct, 2024 -
Quality Standards in Customer Service
LinkedInNov, 2020- Oct, 2024 -
Using Customer Surveys to Improve Service
LinkedInNov, 2020- Oct, 2024 -
Winning Back a Lost Customer
LinkedInNov, 2020- Oct, 2024 -
Project Management Foundations
LinkedInFeb, 2020- Oct, 2024 -
How to Work with a Micromanager
LinkedInDec, 2019- Oct, 2024 -
Impromptu Speaking
LinkedInDec, 2019- Oct, 2024 -
Managing a Customer Service Team
LinkedInMay, 2019- Oct, 2024 -
Learning to Be Approachable
LinkedInApr, 2019- Oct, 2024 -
Customer Service: Working in a Customer Contact Center
LinkedInMar, 2019- Oct, 2024 -
Delivering Bad News to a Customer
LinkedInMar, 2019- Oct, 2024 -
Customer Service: Writing for Social Media
LinkedInFeb, 2019- Oct, 2024 -
Entrepreneurship Foundations
LinkedInFeb, 2019- Oct, 2024 -
Interpersonal Communication
LinkedInFeb, 2019- Oct, 2024 -
Learning Office 365
LinkedInFeb, 2019- Oct, 2024 -
Customer Service Leadership
LinkedInJan, 2019- Oct, 2024 -
Customer Service: Creating Customer Value
LinkedInJan, 2019- Oct, 2024 -
Innovative Customer Service Techniques
LinkedInJan, 2019- Oct, 2024 -
Microsoft Office: First Steps
LinkedInJan, 2019- Oct, 2024 -
Notary Public Commission
Commonwealth of MassachusettsAug, 2022- Oct, 2024 -
NonResident Insurance Producer - Accident & Health, Casualty, Life, Property
Commonwealth of Massachusetts -
NonResident Insurance Producer - Accident & Health, Casualty, Life, Property
Commonwealth of Massachusetts -
NonResident Insurance Producer - Accident & Health, Casualty, Life, Property
Commonwealth of Massachusetts -
NonResident Insurance Producer - Accident & Health, Casualty, Life, Property
Commonwealth of Massachusetts
Experience
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Wilchins Cosentino & Novins LLP
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United States
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Legal Services
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1 - 100 Employee
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Legal Assistant
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May 2022 - Present
• 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.
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Amparo Insurance
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Accounting
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Senior Business Development Representative
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Mar 2021 - Oct 2021
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.
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Insurance Operations & Customer Service Specialist at Topsfield Service Center
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Mar 2019 - Mar 2021
Communicate 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.
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Allstate
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United States
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Real Estate
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Insurance Professional
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Aug 2017 - Jan 2019
Maintained 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. Maintained 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.
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COUNTRY Financial®
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United States
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Insurance
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700 & Above Employee
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Financial Representative
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Jan 2016 - 2017
Managed 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. Managed 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.
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Macy's
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1 - 100 Employee
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Retail Sales Person
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2015 - 2015
• 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. • 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.
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Rochester Community and Technical College
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United States
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Higher Education
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200 - 300 Employee
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Spanish Tutor
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2013 - 2015
Provided 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. Provided 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.
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Associate Consultant
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2010 - 2013
Leveraged 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. Leveraged 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.
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General Manager And Director OF
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2008 - 2010
• 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
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DORIAUTOS
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1 - 100 Employee
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Independent Consultant
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2006 - 2008
Clients 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.
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Assistant Manager
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2004 - 2006
• 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. • 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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Education
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Universidad Pontificia Bolivariana
Bachelor’s Degree, Law -
2020 - 2021
Rochester Community and Technical College
Associate’s Degree, Business Administration and Management, General -
2015 - 2016
Kaplan university
Licentiate degree, Insurance -
2021 - 2022
Boston University
Paralegal
Community
