Reliance Standard Life Insurance Company & Matrix Absence Management, Inc. Contact/Title Responsibility Contact Information Insurance Point Relationship Management Patty Parker Insurance Point Account Services Director Sabrina Stober Senior Sales Representative David Lea Regional Practice Leader Overall Relationship-Level Responsibility Dedicated IP Resource Block of Business Retention and Growth Escalations Sales RSL Sales Life, STD, LTD New business sales, renewals & cross sales IEB Sales (Matrix Products) FMLA, ADA, ASO New business sales and cross sales Direct Phone: (207) 400-3697 Cell Phone: (207) 450-2840 Email: Patty.parker@rsli.com 600 Sable Oaks Drive STE 300 South Portland ME 04106 Direct: 847-252-1131 Cell: 847-732-7779 Email: Sabrina.stober@rsli.com 1100 East Woodfield Road 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 National Accounts (2000+ Lives) Overall Client Responsibility Customer Retention Policy Issues Escalated Account Service 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 Plan design related questions and requests Benefit Highlights sheets 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
Carmela Salomone Client Service Representative Michelle Orr Key Client Manager Kealy Merritt Key Client Manager 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 Plan design related questions and requests Benefit Highlights sheets 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 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 Joe Quintana Regional Practice Leader, Voluntary Benefits Brad Hoback Voluntary Market Coordinator Voluntary Product Support 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 Michael Spinelli Underwriting Leader Underwriting Decisions Overall Block Profitability Direct Phone: (267) 256-4272 Email: Michael.Spinelli@rsli.com Doris Coleman MaryAnn Corba Loretta Kelm-Ramos Margie Simon Director, Medical Underwriting 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 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 RSL Disability Claims Team 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 Melissa Stone Group Integrated (STD) Claims Analyst Primary Short Responsible for the adjudication of Short PH: 800-351-7500 Ext: 3771 Direct Line: 267-256-3771 E-Mail: Melissa.Stone@rsli.com
Cheryl Jones Group Integrated (STD) Claims Supervisor Responsible for ongoing service of the STD 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 Primary Long Responsible for the adjudication of Long PH: 800-351-7500 Ext: 3765 Direct Line: 267-256-3765 E-Mail: cherise.dandy-miller@rsli.com Patrick Bonsal Support Group Integrated (LTD) Claims Analyst Primary Long Responsible for the adjudication of Long PH: 800-351-7500 Ext: 4745 Direct Line: 267-256-4745 E-Mail: patrick.bonsal@rsli.com Angela Thomas Group Integrated (LTD) Claims Supervisor Responsible for ongoing service of the LTD PH: 800-351-7500 Ext: 3802 Direct Line: 267-256-3802 E-Mail: angela.thomas@rsli.com Theresa (Terri) Kowalchick Group Claims AVP Responsible for ongoing service of the LTD PH: 800-351-7500 Ext: 3709 Direct Line: 267-256-709 E-Mail: theresa.kowalchick@rsli.com RSL Life Claims Team 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. Christine Wild Director Life Claims Denise Keys Life Claims Technical Consultant Spencer Wright Critical Illness & Accident Claims Examiner Responsible for ongoing service of the Life Responsible for ongoing service of the Life Primary Critical Illness and Accident claims PH: (800) 351-7500 x 3853 Direct Line: (267) 256-3853 Email: christine.wild@rsli.com PH: (800) 351-7500 x 3669 Direct Line: (267) 256-3669 Email: denise.keys@rsli.com PH: (800) 351-7500 x 3790 Direct Line: (267) 256-3790 Email: spencer.wright@rsli.com
Matrix Absence Management, Inc. Claim Office David Gonzalez Integrated Claims Supervisor Diane Wood Integrated Claims Manager Katrina Smith Integrated Claims Director 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 Responsible for ongoing service of the Leave and PH: (800) 866-2301 x57133 Disability Email: David.Gonzalez@matrixcos.com Responsible for ongoing service of the Leave and PH: (800) 866-2301 x52167 Disability Email: Diane.Wood@matrixcos.com Responsible for ongoing service of the Leave and Disability PH: (800) 866-2301 x52149 Email: Katrina.Smith@matrixcos.com Jane Cameron Specialty Services Analyst 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 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 Sulyn Langjahr Premium Services 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