Cathy-Ann Wilson
Newark,NJ
Summary
Client Success and Account Management professional with a background in healthcare-related services, insurance, and regulated environments. I specialize in managing client relationships, coordinating cross-functional workflows, and ensuring successful service delivery across multiple accounts. My experience spans benefits administration, client services, and operations, where I've consistently driven client engagement, improved processes, and delivered high-quality outcomes in fast-paced environments. I bring a structured, solutions-oriented approach with a strong focus on communication, accountability, and execution. I actively seek feedback and new learning opportunities to continuously improve client outcomes and team processes. Beyond my corporate experience, I've built and managed service-based ventures focused on legal and administrative support, strengthening my ability to navigate complex client needs, streamline workflows, and deliver results under pressure. I'm excited to bring my client success experience and curiosity to Big Health, where I can help expand access to evidence-based digital mental health care while learning from a mission-driven team.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Client Services Coordinator
AGILE-1
Atlanta, GA
01.2017
- Supported account management activities including client communication, documentation, and deliverable coordination.
- Prepared client-facing materials, reports, and presentations that improved engagement standards.
- Facilitated cross-functional coordination to ensure on-time execution of client projects
- Responded to client inquiries and supported resolution efforts, maintaining consistently high service quality.
Recruiter
PANTHER GLOBAL GROUP
Waltham, MA
01.2015
- Managed full-cycle recruitment processes, supporting client hiring needs through sourcing, screening, and placement.
- Maintained proactive communication with stakeholders to ensure timely and effective hiring outcomes.
- Ensured adherence to employment regulations and internal recruiting standards.
CEO & Founder
THE SSL COLLECTIVE
01.2024 - Current
- Lead day-to-day operations across subsidiaries, working closely with clients to understand their needs and deliver practical solutions.
- Ensure brand consistency, compliance, and operational efficiency at the portfolio level.
- (Parent / Holding Company)
- Subsidiary Ventures:
- Signed & Sealed Legals (Founded 2019) – Legal document support services
- Penned~ Pro Se Law Advocates (Founded 2025) – Pro se legal advocacy support
- Manage client intake, document preparation, compliance, and service delivery across both ventures.
- Built referral networks serving 50+ clients annually and maintain strong client satisfaction.
Employee Benefits Specialist
AON
Lincolnshire, IL / Hammonton, NJ
09.2018 - Current
- Manage a portfolio of 18 client accounts, ensuring compliant and accurate benefits enrollment for approximately 4,200 employees
- Serve as primary client contact for eligibility, coverage, and enrollment inquiries, resolving 95% of issues within 24 hours
- Coordinate across internal teams (compliance, IT, billing) to align service delivery with client expectations and regulatory standards
- Guide employees through benefits offerings, contributing to a 12% year-over-year increase in program participation
- Review enrollment data to ensure accuracy, audit readiness, and compliance with HIPAA, ERISA, and ACA, achieving 99.8% data accuracy across all accounts
- Implement process improvements that reduced enrollment discrepancies by approximately 20% and elevated client satisfaction scores
- Successfully manage 250+ employee inquiries during peak open enrollment periods while maintaining a 48-hour response time
- Develop PowerPoint presentations and client-facing materials to support enrollment campaigns and business reviews
- Actively seek feedback and new learning opportunities from peers and leadership to continuously improve service delivery.
Benefits Consultant & Producer
MARSH & McLENNAN (MERCER)
Norwood, MA
07.2014 - 12.2016
- Managed client relationships and delivered tailored benefits solutions in a regulated healthcare environment
- Improved client retention through solution-oriented communication and strategic presentations
- Collaborated with internal teams to implement compliant client strategies
- Identified opportunities to expand service utilization across existing accounts
Education
Bachelor of Science - Industrial And Organizational Psychology
Walden University
Bachelor of Arts - Literary Arts
Caribbean Union College
Skills
- Client Success: Relationship Management, Account Coordination, Service Delivery, Stakeholder Communication
- Operations: Workflow Optimization, Process Improvement, Data Interpretation, Audit Readiness
- Regulatory & Compliance: HIPAA, ERISA, ACA, Insurance Regulations, Notary Public
- Leadership: Entrepreneurship, Cross-Functional Collaboration, Volunteer Management, Advocacy
- Technical: Microsoft Office Suite (Excel, PowerPoint, Word — including presentation development and data storytelling), Google Workspace, Fieldglass, IQ Navigator, Erecruit
- Microsoft Office Suite (Excel, PowerPoint, Word) — including presentation development and data storytelling
- Google Workspace
- ATS & VMS Systems: Fieldglass, IQ Navigator, Erecruit
Affiliations
- NATIONAL SMALL BUSINESS ASSOCIATION
- Leadership Council Member | Nov 2025 – Present
- Contribute to advocacy, policy discussions, and resource development supporting small business owners nationwide.
- Collaborate with fellow council members on initiatives impacting NSBA members.
Certification
- Life, Health & Accident Insurance Licensed
- Notary Public – State of New Jersey
LEADERSHIP & COMMUNITY ENGAGEMENT
HOSEA FEED THE HUNGRY AND HOMELESS, Volunteer, Atlanta Metropolitan Area, 2017-01, Present, Support food distribution, client communication, and event coordination., Contribute to annual distribution of meals to underserved communities.
Timeline
CEO & Founder
THE SSL COLLECTIVE
01.2024 - Current
Employee Benefits Specialist
AON
09.2018 - Current
Client Services Coordinator
AGILE-1
01.2017
Recruiter
PANTHER GLOBAL GROUP
01.2015
Benefits Consultant & Producer
MARSH & McLENNAN (MERCER)
07.2014 - 12.2016
Bachelor of Arts - Literary Arts
Caribbean Union College
Bachelor of Science - Industrial And Organizational Psychology
Walden University