Johanna Rubin

• Proactively completing intensive training in AI tools to enhance digital capability and workplace efficiency.
• Developed hands-on experience using AI tools to improve workflow efficiency and problem-solving.
• Maintained continuous professional development during a temporary career & health related break , prioritizing workforce readiness.

• Supported early childhood development through structured early learning activities to build foundational academic, social, and behavioral skills.
• Coordinated daily household operations, including scheduling, organization, and prioritization of family needs.
• Managed household budgeting and expenses effectively to ensure financial stability.

• Managed 150+ customer accounts while maintaining client satisfaction with products and services.
• Developed trusted relationship with customer to ensure success throughout all aspects of their campaign from start to finish.
• Served as liaison between customers and internal teams to communicate client instructions clearly and support accurate project delivery.
• Coordinated communication across departments to ensure client and company timelines and schedules were met.
• Resolved customer concerns and upsets through effective conflict resolution.
• Identified and recommended additional products and services based on customer needs, supporting account growth.
• Completed ongoing internal training to deepen product knowledge and improve ability to support customers effectively.

• Served as the main point of contact for customers post-sale, supporting onboarding and campaign execution.
• Built strong client relationships through proactive communication, updates, and support.
• Collaborated with internal teams to ensure customer requirements were accurately executed.
• Managed multiple customer requests simultaneously in a fast-paced environment
• Supported customers in navigating structured workflows and requirements to ensure successful outcomes.
• Promotion to Account Manager

Provided front-line customer support via phone, email, and chat

• Assisted with onboarding steps and order setup to ensure a smooth start for new customers
• Accurately documented customer instructions to support successful execution
• Maintained strong attention to detail while managing multiple tasks and deadlines
• Promotion to Customer Success Representative

• Responsibilities included ensuring customer satisfaction while providing excellent and friendly customer service, taking inventory and re-ordering supplies, cash management, proficiency with point-of-sale software, and staff training.
• This position required ability to remain calm under high amounts of pressure, excellent multi-tasking, interpersonal communication skills, the ability to think quickly on feet, and team-work.
• Accomplishments: Promotion from Waitstaff to Manager.

• Responsible for writing up pre-demand paperwork for PIP lawsuits, drafting legal court documents, client in-take, and client communication through regular updates via phone and e-mail necessary for processing and handling 200+ cases with office team.
• Answered all incoming phone calls in a friendly manner and ascertained reason for calling.
• Communicated effectively and friendly with clients in order to relay information between attorney and client.
• Maintained a master calendar to keep track of due dates for cases and documented all client interaction in notes system.
• This position required excellent multi-tasking, written and verbal interpersonal communication skills, organization, and attention to detail.
• Organized and maintained case files ensuring compliance with legal standards.
• Accomplishments: Received three raises over the course of employment.

• Claims Processor from 2008 to 2009 & Worked as needed/intermittently from 2008 - 2013 as an assistant for both claims and demand departments.
• Responsibilities included processing claims, writing up demands for pre-PIP lawsuits, requesting supporting documents such as AOB and PIP forms from various clinics via telephone and e-mail, and documenting all interactions in MedPlus+ Notes system software.
• This position required ability to communicate effectively through both written and verbal forms, HIPPA Compliance, finely-tuned attention to detail and effective organization to meet the needs of the company.