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)-252-1156 Cell Phone: (312)-203-7900 Email: cheryl.roth@rsli.com 1100 E Woodfield, Suite 437 Schaumburg, IL 60173 Direct Phone: (206)-204-1738 Cell Phone: (206)-972-9352 Email: david.lea@rsli.com 600 University Street, Ste. 908 Seattle, WA 98101 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) 625-1787 Email: kathryn.schmoling@rsli.com 3029 Point Pleasant Road Newport, TN 37821 Toll Free Phone: (800) 922-0509 x 1136 Direct Phone: (847)-252-1136 Email: dee.cameron@rsli.com 1100 E Woodfield, Suite 437 Schaumburg, IL 60173 Direct Phone: (207) 400-3697 Email: patty.parker@rsli.com 600 Sable Oaks Drive South Portland ME 04106
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 (0-1999 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)-256-3727 Email: carmela.salomone@rsli.com 2001 Market Street, Suite 1500 Philadelphia, PA 19103 Direct Phone: (913) 253-4808 Email: michelle.orr@rsli.com 7300 W. 110 th Street, Suite 500 Overland Park, KS 66210 Direct Phone: (610) 994-7823 Email: kealy.merritt@rsli.com 630 Freedom Business Center Drive Suite 220 King of Prussia, PA 19406 Direct Phone: (267)-256-3901 Email: jaclyn.bromley@rsli.com 2001 Market Street, Suite 1500 Philadelphia, PA 19103 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)-263-0853 Email: joseph.quintana@rsli.com 1702 East Highland Avenue, Suite 412 Phoenix, Arizona 85016 Direct Phone: (913)-253-4812 Email: brad.hoback@rsli.com 7300 West 110 th Street, Ste 500 Overland Park, KS 66210
Home Office Service Support Team Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA 19101 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)-784-1133 Email: gary.akizuki@rsli.com Toll Free Phone: (800) 351-7500 x 3571 Direct Phone: (267)-256-3571 Email: doris.coleman@rsli.com Toll Free Phone: (800) 351-7500 x 4247 Direct Phone: (267) 256-4247 Email: maryann.corba@rsli.com Toll Free Phone: (800) 351-7500 x 4203 Direct Phone: (267) 256-4203 Email: loretta.kelm-ramos@rsli.com Toll Free Phone: (800) 351-7500 x 3651 Direct Phone: (267) 256-3651 Email: margaret.simon@rsli.com New claims can be faxed into our Processing Unit at 267.256.3519 or emailed to claimsintake@rsli.com. This fax number and email address should be used for new claims only. Updates for existing claims should be faxed to 267.256.3538. 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: 800-351-7500 Option 6 Direct Line: 267-256-4149 E-Mail: 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: 800-351-7500 Ext: 3771 Direct Line: 267-256-3771 E-Mail: ivan.nakoneczny@rsli.com PH: 800-351-7500 Ext: 3759 Direct Line: 267-256-3759 E-Mail: cheryl.jones@rsli.com
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: 800-351-7500 Ext: 3765 Direct Line: 267-256-3765 E-Mail: cherise.dandy-miller@rsli.com PH: 800-351-7500 Ext: 4745 Direct Line: 267-256-4745 E-Mail: patrick.bonsal@rsli.com PH: 800-351-7500 Ext: 3802 Direct Line: 267-256-3802 E-Mail: angela.thomas@rsli.com PH: 800-351-7500 Ext: 3709 Direct Line: 267-256-709 E-Mail: theresa.kowalchick@rsli.com New claims can be faxed into our Processing Unit at 267.256.3518 or emailed to LifeClaimsScan@rsli.com. This fax number and email address should be used for new claims only. PH: (800) 351-7500 x 3853 Christine Wild Responsible for ongoing service of the Life Direct Line: (267) 256-3853 Life Claims Manager Email: 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 85029 800-866-2301 (General Office Contact) 877-202-0055 (Intake) or via www.matrixeabsence.com PH: (800) 351-7500 x 3669 Direct Line: (267) 256-3669 Email: denise.keys@rsli.com PH: (800) 351-7500 x 3704 Direct Line: (267) 256-3704 Email: gerald.morse@rsli.com PH: (800) 351-7500 x 3790 Direct Line: (267) 256-3790 Email: spencer.wright@rsli.com
Reliance Standard Premium Based Billing Premium Remittance: Fully-Insured Products/LTD & GL Reliance Standard Life Insurance Company 2001 Market St Ste 1500 Philadelphia, PA 19101 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) 351-7500 x3768 Direct Phone: (267) 256-3768 Email: jane.cameron@rsli.com Cheyenne Smith Premium Analyst Fully Insured Products Premium Posting Toll Free Phone: (800) 351-7500 x2733 Direct Phone: (267) 256-2733 Email: cheyenne.smith@rsli.com 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 95110 Dora Avila Accounts Receivable Supervisor Self Insured Products & Administrative Fees PH: (408) 361-7340 E-Mail: Dora.Avila@matrixcos.com 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: www.matrixeabsence.com Website: www.rsli.com