Insurance Point Team Master Contact Sheet. Reliance Standard Life Insurance Company & Matrix Absence Management, Inc.
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1 Reliance Standard Life Insurance Company & Matrix Absence Management, Inc. Contact/Title Responsibility Contact Information Insurance Point Relationship Management Cheryl Roth Executive Client Relationship Director David Lea Regional Practice Leader Overall Relationship-Level Responsibility (vs. client-level like account management) Dedicated IP Resource Block of Business Retention and Growth Escalations IEB Sales Contact IEB Sales (Matrix Products) FMLA, ADA, ASO New business sales and cross sales Direct Phone: (847) Cell Phone: (312) E Woodfield, Suite 437 Schaumburg, IL Direct Phone: (206) Cell Phone: (206) david.lea@rsli.com 600 University Street, Ste. 908 Seattle, WA Kathy Schmoling National Client Manager Dee Cameron Client Service Representative Patty Parker Director, National Accounts National Accounts (2000+ Lives) Overall Client Responsibility Customer Retention Policy Issues Main day-to-day contact 5500/commission requests eservice user add & deletes eservice password issues ecomm distribution changes Updates to the intake packet EOI questions Claim questions Account Retention Related Issues Direct Phone: (423) kathryn.schmoling@rsli.com 3029 Point Pleasant Road Newport, TN Toll Free Phone: (800) x 1136 Direct Phone: (847) dee.cameron@rsli.com 1100 E Woodfield, Suite 437 Schaumburg, IL Direct Phone: (207) patty.parker@rsli.com 600 Sable Oaks Drive South Portland ME 04106
2 Carmela Salomone Client Service Representative Michelle Orr Key Client Manager Kealy Merritt Key Client Manager Jaclyn Bromley Manager, National Account Client Service Team Insurance Point Team Master Contact Sheet Small-Middle Market ( Lives) Main day-to-day contact Account Owner on all Clients below 2,000 without IEB 5500/commission requests eservice user add & deletes eservice password issues ecomm distribution changes Updates to the intake packet EOI questions Claim questions Account Owner Only on Clients below 2,000 lives with IEB Overall Client Responsibility Customer Retention Policy Issues Account Owner on aleaveiate Clients FMLA administration for clients 250-1,000 lives Account Retention Related Issues Voluntary Product Support Direct Phone: (267) Market Street, Suite 1500 Philadelphia, PA Direct Phone: (913) W. 110 th Street, Suite 500 Overland Park, KS Direct Phone: (610) Freedom Business Center Drive Suite 220 King of Prussia, PA Direct Phone: (267) Market Street, Suite 1500 Philadelphia, PA Joe Quintana Regional Practice Leader, Voluntary Benefits Brad Hoback Voluntary Market Coordinator Voluntary/Worksite products Sales/Quoting Sales Strategy Renewal Strategy Enrollment Coordination Expert in Voluntary Related Systems, Products, Processes Development of Voluntary Strategies And Voluntary Cross-Sell Opportunities Direct Phone: (480) East Highland Avenue, Suite 412 Phoenix, Arizona Direct Phone: (913) West 110 th Street, Ste 500 Overland Park, KS 66210
3 Home Office Service Support Team Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA Underwriting Gary Akizuki Strategic Broker Relationships Underwriting Leader Doris Coleman MaryAnn Corba Loretta Kelm-Ramos Margie Simon Director, Medical Underwriting Underwriting Decisions Overall Block Profitability Sold Case Submissions Policy Amendments Clearance Requests Contracts Contract & Certificate Creation (once bound by Underwriting) Resource for Contract Related Questions Contract & Certificate Creation (once bound by Underwriting) Resource for Contract Related Questions Medical Underwriting Escalated EOI Questions e-connect EOI Push Report Requests RSL Disability Claims Team Direct Phone: (360) Toll Free Phone: (800) x 3571 Direct Phone: (267) doris.coleman@rsli.com Toll Free Phone: (800) x 4247 Direct Phone: (267) maryann.corba@rsli.com Toll Free Phone: (800) x 4203 Direct Phone: (267) loretta.kelm-ramos@rsli.com Toll Free Phone: (800) x 3651 Direct Phone: (267) margaret.simon@rsli.com New claims can be faxed into our Processing Unit at or ed to claimsintake@rsli.com. This fax number and address should be used for new claims only. Updates for existing claims should be faxed to Claims Customer Service RSL has a Customer Service Department consisting of experienced Customer Services Representatives. Located in Philadelphia, they are responsible for handling general questions concerning the administrative process. PH: Option 6 Direct Line: customer.service@rsli.com Ivan Nakoneczny Group Integrated (STD) Claims Analyst Cheryl Jones Group Integrated (STD) Claims Supervisor Primary Short Responsible for the adjudication of Short Responsible for ongoing service of the STD PH: Ext: 3771 Direct Line: ivan.nakoneczny@rsli.com PH: Ext: 3759 Direct Line: cheryl.jones@rsli.com
4 Cherise Dandy-Miller Primary Group Integrated (LTD) Claims Analyst Patrick Bonsal Support Group Integrated (LTD) Claims Analyst Angela Thomas Group Integrated (LTD) Claims Supervisor Theresa (Terri) Kowalchick Group Claims AVP Insurance Point Team Master Contact Sheet Primary Long Responsible for the adjudication of Long Primary Long Responsible for the adjudication of Long Responsible for ongoing service of the LTD Responsible for ongoing service of the LTD RSL Life Claims Team PH: Ext: 3765 Direct Line: PH: Ext: 4745 Direct Line: PH: Ext: 3802 Direct Line: PH: Ext: 3709 Direct Line: New claims can be faxed into our Processing Unit at or ed to This fax number and address should be used for new claims only. PH: (800) x 3853 Christine Wild Responsible for ongoing service of the Life Direct Line: (267) Life Claims Manager christine.wild@rsli.com Denise Keys Life Claims Technical Consultant Gerald Morse Life Claims Examiner Spence Wright Critical Illness & Accident Claims Examiner Responsible for ongoing service of the Life Primary Life claims examiner assigned to your account. Primary Critical Illness and Accident claims Matrix Absence Management, Inc. Claim Office Matrix Absence Management Inc. Claim Office 2421 W. Peoria Avenue, Suite 200 Phoenix, AZ (General Office Contact) (Intake) or via PH: (800) x 3669 Direct Line: (267) denise.keys@rsli.com PH: (800) x 3704 Direct Line: (267) gerald.morse@rsli.com PH: (800) x 3790 Direct Line: (267) spencer.wright@rsli.com
5 Reliance Standard Premium Based Billing Premium Remittance: Fully-Insured Products/LTD & GL Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA Jane Cameron Specialty Services Analyst Fully Insured Products Premium Posting Paid to date Reporting Coordinate rate/class/commission discrepancies with Agency, New Business and Underwriting Toll Free Phone: (800) x3768 Direct Phone: (267) Cheyenne Smith Premium Analyst Fully Insured Products Premium Posting Toll Free Phone: (800) x2733 Direct Phone: (267) Matrix Fee-Based Billing Billing & Premium Remittance: Self-Insured Products/ASO STD & FMLA Matrix Absence Management Inc. 181 Metro Drive Ste 300 San Jose, CA Dora Avila Accounts Receivable Supervisor Self Insured Products & Administrative Fees PH: (408) Matrix eservices Reliance Standard Life Insurance Website Details 24/7 STD and/or FMLA online claims filing 24/7 Insured claim forms, EOI status, Life and LTD claim status Website: Website:
Insurance Point Team Master Contact Sheet. Reliance Standard Life Insurance Company & Matrix Absence Management, Inc.
Reliance Standard Life Insurance Company & Matrix Absence Management, Inc. Contact/Title Responsibility Contact Information Insurance Point Relationship Management Patty Parker Insurance Point Account
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ENGINEERED POWER SOLUTIONS
WHEN AN OFF-THE-SHELF POWER SUPPLY WON T DO THE JOB, LET SAGER POWER SYSTEMS DESIGN A SOLUTION TO FIT YOUR NEEDS. At Sager Power Systems, we specialize in customizing standard power products for medical,
2018 Government Professional Accounting Seminar
2018 Government Professional Accounting Seminar Thursday September 6, 2018 7:30 a.m. - Registration and Networking 8:00 a.m. 4:50 p.m. (Early Registration by Tuesday, July 31, 2018; Regular by Friday,
Let s Get Started HSA IMPLEMENTATION KIT
Let s Get Started HSA IMPLEMENTATION KIT Welcome to WageWorks! We have designed this Implementation Kit to help guide you through your transition to WageWorks THIS KIT INCLUDES THE FOLLOWING MATERIALS: